Local dialog

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Use the Local dialog to add or modify certain information to be used for local tax agents. For each individual tax, you can specify a different withholding ID and deposit schedule to use and also specify whether or not the client has nexus in this locality.

If a client has nexus in a jurisdiction, it means that they have a business connection or a presence in that jurisdiction and are therefore subject to state or local income and sales taxes.

Choose Setup > Clients, click the Payroll Taxes tab, and click the Local button in the State section.

Notes

  • For New York clients - you can use this dialog to modify the tax rate for the Metropolitan Commuter Transportation Mobility Tax (MCTMT).
  • For San Francisco, California clients - you can use this dialog to prevent the application from calculating San Francisco Payroll Expense Tax on checks.

Fields & buttons

Local grid. The grid contains a list of the local taxes that apply to the selected client. If you want to specify a withholding ID to be used with a tax, enter it in the Withholding ID column. In addition, you can modify the deposit schedule for the agent that corresponds to each tax. If the client has nexus in this locality, you can specify that here by marking the checkbox in the Nexus column.

If a client has nexus in a jurisdiction, it means that they have a business connection or a presence in that jurisdiction and are therefore subject to state or local income and sales taxes.

Note: Only localities that are assigned to a tax agent display in the Local grid.

Default EIT Tax Collector. (Pennsylvania only) The agent that you select here will be the default agent used for any combined earned-income tax items added in the future for this client.

W2 PSD Code. (Pennsylvania only) The application displays the code entered in this field in Box 20 on all copies of the client's W-2 forms. The PSD code field is blank by default, and the application displays 99 in Box 20 of the forms until the correct code is entered into this field.

Related topics

Setting up client payroll tax information

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