Ohio reciprocal credit setup

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Ohio residents only

For each OH city tax that allows a reciprocal credit, perform the following setup steps:

  1. Choose Setup > System Configuration > Payroll Tax Information > Local. Highlight the appropriate Ohio city tax and click on the General tab to be sure that OH is selected in the State drop-down list.
  2. Click the Special Calculations tab to verify that City is selected in the Tax type drop-down list.
  3. Enter the percentage of allowed credit for this Ohio city in the Reciprocal credit percent field. Click Enter to save your information and then close the Local Tax Information dialog.

For each employee who has an Ohio resident tax as well as other Ohio city taxes, complete the following steps.

  1. Choose Setup > Employees and highlight the employee. Click the Tax Withholdings and Deductions tab.
  2. Click the Item Properties button for the Local Withholding item that represents the employee's Ohio resident tax and be sure the Ohio residence checkbox is marked in the General tab of the Local Withholding Item Properties dialog.

During payroll check entry, the application will perform the reciprocal credit for the Ohio residence for each employee if:

Related topics

Employees > Local Withholding Item Properties > General tab

Payroll Tax Information > Local Tax Information dialog

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