Guidelines for Loading State Income Tax Card Components
The State Income Tax card component is used to capture information that impacts State Income Tax calculations for employees.
State Income Tax Card Component Hierarchy
The State Income Tax card component has this shape:
The State Income Tax card component uses the State Income Tax Organization Information flexfield context and data for this is loaded using the Component Detail record type. For the state of Pennsylvania you can also provide an override for the Calculate PA Resident Tax for Non-PA Work Location value definition, this is loaded using the Calculation Value Definition and Enterable Calculation Value record types.
Refer to Guidelines for Loading Calculation Rules for Tax Reporting and Payroll Statutory Unit Cards topic for the attributes to supply for each of these record types.
Card Component
When defining the card component, specify a value of ‘State Income Tax’ for the DirCardCompDefName attribute on the Card Component and Component Detail records.
| HCM Data Loader Attribute | Functional Description |
|---|---|
| Context1 | The geocode number that identifies the US state. Refer to Cloud Customer Connect topic Report: US State, County and City geographical codes |
Component Detail Attributes
In addition to the common attributes for the component details record include the necessary flexfield segment attribute values for the flexfield context:
- State Income Tax Organization Information (HRX_US_ORG_STATE_INCOME_TAX)
You can find the flexfield segment attribute name for this flexfield context using the View Business Objects task.
State Income Tax Value Definition
| Value Definition Name | Functional Description |
|---|---|
| Calculate PA Resident Tax for Non-PA Work Location | To withhold local taxes for Pennsylvania residents who work outside of Pennsylvania as a courtesy, set this value to Y |