Enter a code in this user-defined field to uniquely identify this locality code. In the field to the right, enter a description of the purpose of this code.

Enter, or click to select, the state in which the locality is located.

Use this drop-down list to select whether the tax is paid by the Employee or the Employer.

From the drop-down list, select the tax type code for the record. Valid options are:

• City Income Tax
• City Income Tax (Residence only)
• County Income Tax
• Family Leave Insurance
• Local Services Tax
• School District Income Tax
• State Disability Insurance
• Supplemental Workforce Fund
• Transit Tax
• Unemployment/Health Care
• Workforce Dev Partnership Fund
• Other Income Tax

Costpoint uses the value you enter here to report the locality type when creating State Magnetic Media year-end tax files.

Enter the appropriate code as required by your state:

• If the locality is used to track county tax for the State of Indiana, enter the county code in this field. If the locality is used to track school district tax for the state of Ohio, enter the four-digit school district code in this field.
• If the State is PA and the locality code represents a Mifflin County tax, this field must be populated with the appropriate community code (community codes can be found in CTS specifications). If the State is PA and the locality code represents an Erie tax, this field must be populated with the appropriate community code (community codes can be found in CTS specifications).
• For Michigan W-2 files, if City of Detroit information is included, enter 170 in this field.

Enter the code for the Ohio local tax.

Enter, or click to select, the General Ledger account number used to record the locality income tax withheld from employees' paychecks for this locality. The description of the general ledger account displays to the right.

Enter, or click to select, the accrual account for the employer tax. This field is disabled if you select Employee in the Tax Paid By drop-down list.

Enter, or click to select, the expense account for the employer tax. This field is disabled if you select Employee in the Tax Paid By drop-down list.

Select this option if the locality is used to track New Jersey State Disability and the plan is a state plan.

Select this option if the locality is used to track New Jersey State Disability and you have a private disability plan approved by the New Jersey Department of Labor.

Select this option if the locality is not used to track New Jersey State Disability.

Select this option if the family leave insurance being tracked by this Costpoint Local Tax Code is provided by the state.

Select this option if the family leave insurance being tracked by this Costpoint Local Tax Code is provided by an agency other than the state

This option defaults automatically if you select a Tax Type other than Family Leave Insurance.

Family Leave Insurance options disable if you select any other Tax Type option.

Select this option if the locality is used to track New York City local tax. If selected, this is used by the Create W-2 Table application to calculate the amount of local taxes to be reported in Local wages, tips, etc.

Select this option if the locality is used to track Yonkers, NY local tax. If selected, this is used by the Create W-2 Table application to calculate the amount of local taxes to be reported in Local wages, tips, etc.

Select this option if the locality is not used to track New York City or Yonkers, NY local tax.

Select this option if the Ohio locality uses Regional Income Tax Agency (R.I.T.A.).

Select this option if the Ohio locality uses Central Collection Agency (C.C.A.).

Select this option if the locality does not use R.I.T.A. or C.C.A.

Select this check box if the tax data associated with the locality should be included in the Export Payroll Taxes process. When you select this field, the screen enables the Tax Service Code field.

Enter the tax code which identifies the local tax in your payroll tax service system. This value is included when you export the locality’s tax amounts to the Payroll Tax Service provider. This field is only available when you select the Include in Export Payroll Taxes check box.

Enter, or click to select, the date on which this rate becomes effective. Pay periods having a pay cycle end date the same as, or later than, the Effective Date use the related tax table rates.

From the drop-down list, select the basis for computing local tax. Valid options are:

• Gross pay: Select this option if the locality tax table is computed based on gross pay.
• Federal taxes: Select this option if the locality tax table is computed on employee's Federal Tax withheld.
• State tax withheld: Select this option if the locality tax table is computed based on state tax withheld.
• YTD Tax: Select this option if the locality tax table is based on year-to-date tax. (This method could be used for state disability insurance.)
• SUTA Wages: Select this option if the locality tax table is based on state unemployment wages.

Enter the locality tax withholding percentage that is used for supplemental earnings (bonus paychecks).

If the Tax Based On is State tax withheld, enter, or click to select, the related state.

If this locality allows a credit against the locality withholding tax liability based upon state taxes withheld, enter the maximum amount (the limit) of the credit here.

Use this field to define the frequency of the local tax as of the effective date. Select this check box if the local tax should be withheld once annually. If this check box is not selected, the local tax calculation occurs every pay period.

Use this field to specify the local tax's annual ceiling limit as of the effective date. When calculating the local tax, the withholding for the payroll year must not exceed the amount in this field.

Enter the locality exemption allowance (used as a deduction from income) for married filing status. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck.

Enter the locality exemption allowance (used as a deduction from income) for single filing status. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck.

Enter the locality exemption allowance (used as a deduction from income) other filing status. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck.

If the locality allows a credit (reduction in the tax) based upon the number of credits claimed, enter the credit amount here.

If the locality allows a credit (reduction in the tax) based upon the number of dependents, enter the credit amount here.

Enter the rate to be multiplied against the calculated local tax withholding amount to derive the final withholding tax amount. This field is enabled only if the State is New York (NY) and New York W-2 Reporting option is set to Yonkers.

If there is a maximum amount of local tax withholding that can be withheld per weekly pay period, enter the amount here.

If there is a maximum amount of local tax withholding that can be withheld per bi-weekly pay period, enter the amount here.

If there is a maximum amount of local tax withholding that can be withheld per semi-monthly pay period, enter the amount here.

If there is a maximum amount of local tax withholding that can be withheld per monthly pay period, enter the amount here.