W2 Local Tax Codes Table Maintenance

Use W2 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 W2 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 Reporting Procedure.

Directions:

To see directions for...

• Opening W2 Local Tax Codes Table Maintenance, click More.

   

  1.  Click Utilities from the Menu Bar.

  2.  Click Misc Utilities.

  3.  Click W-2 Utilities.

  4.  Click Table Maintenance.

  5.  Click W2 Local Tax Codes Tables.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [t] [u] [w] [m] [l].

   

  W2 Local Tax Codes Table Maintenance Window Example:

  

   

• Creating a new W2 Local Tax Codes Table, click More.

   

  Tip:  To indicate that you are building a new W2 Local Tax Codes Table, New  displays near the LOCALTAX.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  W2 Local Tax Code Table Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  	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 records.
  	Note:  Search is not active during this maintenance.
  	To display an existing W2 Local Tax Code Deduction Table, click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Title	Enter the Title for the W2 Local Tax Code Deduction table. (up to 14 characters)
  Description	Enter the description associated with the table.
  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)

   

• Editing a W2 Local Tax Codes Table, click More.

   

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

  1.  To display the record to be changed, simply open the maintenance routine and click a choice in the Local Income Tax field.

  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]

   

• Deleting a W2 Local Tax Codes Table, click More.

   

  1.  To display the record to be deleted, click a choice in the Local Income Tax Code drop-down list.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]