Configure School District Tax Residence Elements for Balance Adjustments
You can use either the Elements task or HCM Data Loader (HDL) to define the tax adjustment element for residence school district tax.
For further info, see Use Element Entries for Tax Refund Balance Adjustments for the US in the Help Center.
Use the Elements Task
You define the element with the same values as your predefined Residence School District Tax element, with the exception that you define this tax adjustment element at the assignment level.
Field name |
What you enter |
---|---|
Legislative Data Group |
Select your US LDG, such as My US LDG |
Primary Classification |
Employee Tax Deductions |
Secondary Classification |
Leave blank |
Name |
Enter a meaningful name, such as TA Residence School District Tax |
Reporting Name |
Enter a meaningful name, such as TA Residence School District Tax |
Description |
Enter a meaningful description, such as Element for adjusting School District Tax |
Effective Date |
1/1/1951 |
Input Currency |
US Dollar |
Should every person eligible for the element automatically receive it? |
No |
What is the earliest entry date for this element? |
First Standard Earnings Date |
What is the latest entry date for this element? |
Final Close |
At which employment level should this element be attached? |
Assignment level Note: This results in elements processing in the payroll run. If you defined
elements at the Relationship level and not the Assignment level, the
adjustment amounts aren’t reflected in the payroll run.
|
Does this element recur each payroll period, or does it require explicit entry? |
Nonrecurring |
Can a person have more than one entry of this element in a payroll period? |
Yes |
Configure these input values on the element.
-
Don't define the Statutory Reference Type or Statutory Reference Code input values, as they aren't applicable for tax adjustments.
-
Don't define the Subject Not Withholdable input value, as it's valid for federal and state income taxes only.
Name |
Display sequence |
Special purpose |
Unit of measure |
Displayed |
Allow user entry |
Required |
Create a database item |
Apply default at run time |
---|---|---|---|---|---|---|---|---|
Deferred Compensation 401K Reductions |
90 |
Money |
Yes |
Yes |
No |
No |
No |
|
Deferred Compensation 403B Reductions |
100 |
Money |
Yes |
Yes |
No |
No |
No |
|
Deferred Compensation 457 Reductions |
110 |
Money |
Yes |
Yes |
No |
No |
No |
|
Dependent Care Reductions |
120 |
Money |
Yes |
Yes |
No |
No |
No |
|
Exempt Income |
40 |
Money |
Yes |
Yes |
No |
No |
No |
|
Gross |
30 |
Money |
Yes |
Yes |
No |
No |
No |
|
Other Pretax Reductions |
130 |
Money |
Yes |
Yes |
No |
No |
No |
|
Reduced Subject Withholdable |
70 |
Money |
Yes |
Yes |
No |
No |
No |
|
Resident PSD Code |
301 |
Integer |
Yes |
Yes |
No |
No |
No |
|
School |
4 |
Integer |
Yes |
Yes |
No |
No |
No |
|
Section 125 Reductions |
80 |
Money |
Yes |
Yes |
No |
No |
No |
|
State |
1 |
Integer |
Yes |
Yes |
No |
No |
No |
|
Subject Withholdable |
50 |
Money |
Yes |
Yes |
No |
No |
No |
|
Tax Calculated |
140 |
Primary output value |
Money |
Yes |
Yes |
No |
No |
No |
Tax Collection District Code |
302 |
Integer |
Yes |
Yes |
No |
No |
No |
|
Work PSD Code |
201 |
Integer |
Yes |
Yes |
No |
No |
No |
Use the HCM Data Loader
To define the Residence School District Tax adjustment element:
-
Define HDL upload files to upload the element and its input values.
-
Define a DAT file with the necessary element details.
For further info, see Example of Creating Earnings Element for Payroll in the Help Center.
-
Define a DAT file for these input values.
These are the same input values as described in the Use the Elements Task section above.
For further info, see Example of Updating Payroll Element Definitions in the Help Center.
-
-
Use HDL to upload the files.
Feed the Balances
After creating the input values for the element, link the element to the balances you intend to update.
Start the Balance Definitions task, and add these input values as balance feeds to the tax balance. Feed these balances at the same time you feed the balances to the parent tax elements.
Feed these balances |
To these input values |
Add or subtract |
---|---|---|
Employee Tax Deductions |
Tax Calculated |
Add |
Net |
Tax Calculated |
Subtract |
Net Payment |
Tax Calculated |
Subtract |
School 401k Reductions |
Deferred Compensation 401K Reductions |
Add |
School 403b Reductions |
Deferred Compensation 403B Reductions |
Add |
School 457 Reductions |
Deferred Compensation 457 Reductions |
Add |
School Dependent Care Reductions |
Dependent Care Reductions |
Add |
School Exempt |
Exempt Income |
Add |
School Gross |
Gross |
Add |
School Other Pretax Reductions |
Other Pretax Reductions |
Add |
School Pretax Reductions |
Deferred Compensation 401K Reductions |
Add |
School Pretax Reductions |
Deferred Compensation 403B Reductions |
Add |
School Pretax Reductions |
Deferred Compensation 457 Reductions |
Add |
School Pretax Reductions |
Dependent Care Reductions |
Add |
School Pretax Reductions |
Other Pretax Reductions |
Add |
School Pretax Reductions |
Section 125 Reductions |
Add |
School Reduced Subject Withholdable |
Reduced Subject Withholdable |
Add |
School Section 125 Reductions |
Section 125 Reductions |
Add |
School Subject Not Withholdable |
Subject Not Withholdable |
Add |
School Subject Withholdable |
Subject Withholdable |
Add |
School Withheld |
Tax Calculated |
Add |
Tax Deductions |
Tax Calculated |
Add |