State Withholding Tax Table Maintenance - Oregon (W/Hx05)

Use State Withholding Tax Table Maintenance - Oregon to maintain tax information for employees who must pay taxes to the state of Oregon who are married or single.

Tips:

• Oregon state tax tables include the following Table IDs:

• W/HM05:  Married

• W/HS05:  Single

• You must set up this tax table if you facility is located in Oregon.  If your facility is not located in Oregon, you must set up this tax table if you have any employees located in Oregon.

• Normally, you must update the tax tables with applicable rate changes once each year - after generating W2s and before running the first payroll of the calendar year.

• For a list of tax tables for other states, see the State Withholding Tax Table Maintenance Overview (W/Hxnn & CTnnn).

Directions:

To see directions for...

• Opening State Withholding Tax Table Maintenance for Oregon, click More.

   

  1. Click Payroll from the Menu Bar.

  2. Click Miscellaneous File Maintenance.

  3. Click Table FM.

  4. Click Numeric Tables.

  5. Click State Withholding Tax.
     
     Tip:  Or, use the keyboard shortcut:  [ALT] [p] [m] [n] [w].

  6. The tax table for your facility's State Code displays.
     Tip:  If your facility is not in Oregon, click 5 - Oregon in the drop-down list.

   

  State Withholding Tax - Oregon (Married) - Table Maintenance Window Example:

  Note:  The tax limits and rates depicted in the following table are only an example.  Actual tax withholding information is published annually.

  

   

  State Withholding Tax - Oregon (Single) - Table Maintenance Window Example:

  Note:  The tax limits and rates depicted in the following table are only an example.  Actual tax withholding information is published annually.

  

   

• Creating a new state tax table, click More.

   

  Note:  You can not create any new state tax tables.  The necessary tables are created during the software installation and updates.  To maintain the tax tables, see the instructions for editing later in this topic.

   

• Editing the Oregon state tax tables, click More.

   

  CAUTION:  To avoid losing data, you must save changed records.

  1. To display the record to be changed, click Married or Single in the Table ID drop-down list.  Then, click Retrieve , or press [ENTER].
     Keyboard shortcut:  [ALT + t]

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.

  4. To complete the edit process, click Save , or press [ENTER].
     Keyboard shortcut:  [ALT + s]

   

  State Withholding Tax Table Maintenance - Oregon Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Table ID	To specify whether you want to maintain the tax table for married or single taxpayers, click one of the following options in the drop-down list: Married:  Maintain the withholding information for married taxpayers in the W/HM05 table. Single:  Maintain the withholding information for single taxpayers in the W/HS05 table. Tip:  Oregon maintenance is for a multiple tables, each table containing a single record.
  	To update the changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save changed records.
  	Search is not active for this program.
  	To display an existing tax withholding table, specify the Table ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Title	Enter the Table Title, which is an abbreviated name for the table.  (up to 14 characters)
  Description	Enter the Table Description, which is the full name of the table.  (up to 79 characters)
  Federal Withholding Limit	Enter the State Limit for the Federal Withholding Deduction.  (6.2 numeric)
  Dep Allowance	Enter the State Dependent Allowance (Exemption) amount.  (numeric 6.2)
  Wage Level 1-3 Over	For Wage Levels 1 through 3, enter the Over amount, which is the earnings cutoff amount used to determine the Base Amount to Withhold.  (6.2 numeric) Tax Calculation Example - Oregon Single Taxpayer: If a single person's annual gross wage is $15,000.00... Less Federal Withholding Amount = $1,567.00 Tip:  Limit of $5,000.00 allowed Less exemption for one child = $159.00 Taxable Income = $15,000.00 - $1,567.00 - $159.00 = $13,274.00 Wage Level = 3 (see table) State Gross Income Over Amount = $8,031.00 State Base Amount to Withhold = $541.00 State Plus % of Excess Over Rate = 9.00% $13,274.00 - $8,031.00 = $5,243.00 Excess Taxable Amount Excess Taxable Amount $5,243.00 X % of Excess Over Rate 9.00% = Excess W/H Amount $471.87 Annual State Tax Withholding Amount = $541.00 + $471.87 = $1,012.87 Notes: To determine the withholding amount for the paycheck, divide the annual withholding amount by the number of pay periods in the year. This example is meant to illustrate how the tax table fields are used.  Actual tax rates, limits, and calculations may vary from this example according to current state formulas.
  Wage Level 1-3 Base	For Wage Levels 1 through 3, enter the State Base Amount to Withhold, which is the flat tax amount to withhold based on the Wage Level Over Amount.  (6.2 numeric)
  Wage Level 1-6 +% Over	For Wage Levels 1 through 3, enter the State Plus % of Excess Over Rate, which is the percentage used to calculate the excess withholding amount based on the Excess Taxable Amount.  (6.2 numeric)
  State Code	To display the tax table maintenance window for a different state, click the State Code in the drop-down list.  (predefined) Tip:  This field is inactive (dimmed) when you display a tax table that is not for your facility's state.  To display a tax table for a different state, first click Close to return to the original window for your state.  Then you can specify a different State Code.

   

• Deleting an existing state tax table, click More.

   

  Note:  To maintain data integrity, you can not delete any state tax tables.