W-2 Local Tax Codes Table Maintenance

Use W-2 Local Tax Codes Table Maintenance to maintain the deduction code for the type of local income tax and the locality name. You can maintain a deduction code for each type of local tax that is applicable to your employees.

Notes:

Only maintain the W-2 Local Tax Codes Table if you collect a type of local income tax.
Generally, this is the third step in setting up for the W-2 Reporting process. For more information, see the W-2 Forms Process.

Directions:

To open from the W-2 Processing screen, click Settings and then select Local Tax Codes.

Or click Utilities from the menu. Then click Misc Utilities, click W-2 Utilities, click Table Maintenance, and then click W-2 Local Tax Codes Tables.

Or, use the keyboard shortcut: [ALT] [t] [u] [w] [m] [l].

W-2 Local Tax Codes Table Maintenance Window Example:

W2 Local Tax Code Table Prompts
	To display an existing W-2 Local Tax Code Deduction Table, click Retrieve, or press [ENTER]. Keyboard shortcut: [ALT + t]
Local Income Tax Code	To specify the type of local income tax, click a choice in the drop-down list. Tax Code Types: C - City D - County E - School District F - Other
Deduction #	Enter the deduction code associated with the local income tax. (3.0 numeric)
Locality	Enter the name of the locality for the local income tax. (up to 12 characters)
	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s]
	CAUTION: To avoid losing data, you must save new or changed information.
Editing a Table	1. Position the pointer to the information that you want to change. 2. Enter the changes. 3. To complete the edit process, click Save , or press [ENTER]. Keyboard shortcut: [ALT + s]
Deleting a Table	1. To display the item to be deleted, click a choice in the Local Income Tax Code drop-down list. 2. Click File from the menu, and next click Delete. Keyboard shortcut: [ALT] [f] [d]