Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use this dialog to enter setup information for a selected employee.
Employees window. Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employees window by clicking the button for a Local W/H item. Click the General tab.
Employee Information dialog. Open this dialog from the Tax Withholdings & Deductions tab of the Employee Information dialog by clicking the button for a Local W/H item. Click the General tab.
Fields & buttons
Displays the description of the selected withholding item.
Enter the name of the locality, or select it from the drop-down list.
This field defaults to the locality selected in the applicable template.
This field applies to the employee's local tax withholding. Choose the appropriate option from the drop-down list:
- Single
- Married
- Married - One Exemption
- Married - Two Exemptions
- Married - Filing Joint
- Married Filing Joint - One Spouse Working
- Married Filing Joint - Both Spouses Working
- Married Filing Separate
- Head of Household
- Other
All of the options that are available in the drop-down list may not be applicable within the selected locality. If you were to choose an option that is not relevant to the selected locality, the employee's local withholding amounts would not be calculated correctly. Please verify that your selection is in fact appropriate for the selected locality.
Some localities use withholding tables to compute local income tax liability.
Choose the withholding table appropriate for the current employee by selecting it from the drop-down list.
Enter the appropriate number of allowances for each of the following categories:
- Personal
- Additional
- Dependents
- Tax credit
- Est. deduction
All of the options that are available in the drop-down list may not be applicable within the selected locality. If you were to choose an option that is not relevant to the selected locality, the employee's local withholding amounts would not be calculated correctly. Please verify that your selection is in fact appropriate for the selected locality.
Mark this checkbox if the selected employee is exempt from local withholding.
This checkbox is only available if OH is set up in the Client Properties dialog for the current client.
Mark this checkbox to designate the selected municipality as the employee's residence. When this checkbox is marked, the application places the employee's withheld municipality tax into the Residence Tax Withheld column of the OH Payroll Tax Solution Form 11 and Form 17.
If this checkbox is not marked, the amounts will flow into the Workplace Tax Withheld column of those forms.
For information on Ohio reciprocal credit, refer to the Ohio reciprocal credit setup topic.
For a Pennsylvania resident, to comply with the requirements of Pennsylvania Act 32, enter the appropriate PA PSD code. For more details, see Pennsylvania Act 32 changes.
Related topics
Overview of employee setup
Ohio reciprocal credit setup