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Local Tax Analysis
Function
For those organizations that withhold Local taxes for multiple Local taxing jurisdictions, this will supply reports summarizing taxable wages by Local tax for the current period, Monthly totals, Quarter to Date, and Year to Date. It will also include the number of employees per local tax code. These reports can be useful in supplying the detail for various Local tax reporting needs.
Things You Should Know
Operating Procedures
Month Ending: The current month end will be displayed.
Include SSN#: Check this box to include SSN# on report.
Include Employee's Address: Check this box to include employee's address on report.
Edit Local Wages/Withholding tab: This step allows you to edit the Local Tax Analysis for a specific employee(s). An example of a need for editing information would be if an employee moved from one locality to another, and the appropriate change had not been made to the Local Tax field on the Payroll and Compensation Information tab of the Employee File or if an incorrect local tax code was entered during timesheet entry.
Note: Once an employee number is entered the grid will display all check dates for all jurisdictions.
The check date used for the edit record will determine whether the Monthly Totals, Quarter to Date totals, and Year to Date totals are affected. For example, if the current period is May, and the edit record is dated May, the effect will be seen on the Monthly, Quarter to Date, and Year to Date columns. If, however, the current period is May and the edit record is dated April, the effect will be seen only on the Quarter to Date and Year to Date columns. And accordingly, if the current period is May and the edit record is dated March, the effect will only be seen on the Year to Date columns.
Please be aware, that as this information is being retrieved from the tables that hold the W-2 information, as you edit this information you are having an effect on the W-2s that will be printed at the end of the year.
Employee: enter or select the Employee Code you wish to edit or you may skip this and select the Employee’s Name in the next field.
Name: If you did not enter an Employee Code you will need to enter or select the Employee’s Name you wish to edit, Last name first.
Code: enter the Local tax jurisdiction code for which you are making the change.
Wages: enter the amount, if necessary, of the changes to the taxable Local wages.
Tax Amount: enter the amount, if necessary, of the changes to the Local taxes withheld.
Check Date: enter the check date for the payroll you are making the change. As stated above in the Edit section, the date you choose will determine which columns are affected by this entry.
PR: enter the payroll run # for this entry.
Enter: this will move you to the next line on the grid.
Should you wish to remove an entry on the grid, before the record is saved, double click on the appropriate line.
Save Edit: this will save your entry.
Print: used to print your report.
Select either Monthly or Quarterly for your file preparation.
Enter your Employer PSD Code.
Click on Prepare and select the location to save your file.
For those organizations that withhold Local taxes for multiple Local taxing jurisdictions, this will supply reports summarizing taxable wages by Local tax for the current period, Monthly totals, Quarter to Date, and Year to Date. It will also include the number of employees per local tax code. These reports can be useful in supplying the detail for various Local tax reporting needs.
Things You Should Know
- The information on these reports is prepared on a calendar year basis. The table formed for the Local Tax Analysis is also used to print the local wage and tax information on the W2’s. It is very important, for those who withhold local taxes, that you proof this report every pay period.
- All employees will appear on the Local Tax Analysis for reconciliation to other registers. If their local tax code is zero, no local wages will be reflected on the W2, but the wages printed on the report will reflect gross less deferrals.
- If the employee has multiple local taxes withheld per pay period, the local wages will be split accordingly.
- Maryland local tax will not print on this report because it is part of the State tax withholding.
Operating Procedures
Month Ending: The current month end will be displayed.
Include SSN#: Check this box to include SSN# on report.
Include Employee's Address: Check this box to include employee's address on report.
Edit Local Wages/Withholding tab: This step allows you to edit the Local Tax Analysis for a specific employee(s). An example of a need for editing information would be if an employee moved from one locality to another, and the appropriate change had not been made to the Local Tax field on the Payroll and Compensation Information tab of the Employee File or if an incorrect local tax code was entered during timesheet entry.
Note: Once an employee number is entered the grid will display all check dates for all jurisdictions.
The check date used for the edit record will determine whether the Monthly Totals, Quarter to Date totals, and Year to Date totals are affected. For example, if the current period is May, and the edit record is dated May, the effect will be seen on the Monthly, Quarter to Date, and Year to Date columns. If, however, the current period is May and the edit record is dated April, the effect will be seen only on the Quarter to Date and Year to Date columns. And accordingly, if the current period is May and the edit record is dated March, the effect will only be seen on the Year to Date columns.
Please be aware, that as this information is being retrieved from the tables that hold the W-2 information, as you edit this information you are having an effect on the W-2s that will be printed at the end of the year.
Employee: enter or select the Employee Code you wish to edit or you may skip this and select the Employee’s Name in the next field.
Name: If you did not enter an Employee Code you will need to enter or select the Employee’s Name you wish to edit, Last name first.
Code: enter the Local tax jurisdiction code for which you are making the change.
Wages: enter the amount, if necessary, of the changes to the taxable Local wages.
Tax Amount: enter the amount, if necessary, of the changes to the Local taxes withheld.
Check Date: enter the check date for the payroll you are making the change. As stated above in the Edit section, the date you choose will determine which columns are affected by this entry.
PR: enter the payroll run # for this entry.
Enter: this will move you to the next line on the grid.
Should you wish to remove an entry on the grid, before the record is saved, double click on the appropriate line.
Save Edit: this will save your entry.
Print: used to print your report.
- PA EIT File: This is for our Pennsylvania clients who report their quarterly EIT to Berkheimer Tax Administrator. The button will not become enabled until the Local Tax report is printed. Note: be certain the correct codes have been entered in your Local Tax setup file and also assigned to employees accordingly. The PSD code list can be found at http://www.newpa.com/local-government/tax-information/act32#eit_psd_codes.
Select either Monthly or Quarterly for your file preparation.
Enter your Employer PSD Code.
Click on Prepare and select the location to save your file.