Initialize Pennsylvania Act 32 Local Income Tax Balances

In this example, you want to initialize an employee's Pennsylvania Act 32 withheld balances with specific contexts.

When initializing balances specific to Pennsylvania Act 32, you must also initialize any related balances for the combined city and school balances. For example, if you are initializing City Withheld or School Withheld balances, you must also include related balances, such as Local Withheld.

Assumptions

This example assumes you have defined the following.

• Your employees, such as through the Hire Person task

  For this example, assume the employee has these values.

  Data	Value	Comments
  Legislative Data Group (LDG)	PM US Sun Power
  Tax Reporting Unit (TRU) Name	PM US Sun Power Inc
  Payroll Name	PM US Sun Power Weekly
  Payroll Relationship Number	123456
  Assignment Number	E123456
  Work Location	Harrisburg, Dauphin County, Pennsylvania	The employee worked in this location the entire year
  Resident Location	Pittsburgh, Allegheny County, Pennsylvania	The employee lived in this location the entire year This location puts them in the Pittsburg Unified School District

• Eligibility links for the balance you are initializing, through the Elements task

  Base element	Balance being adjusted	Balance dimension	Comments
  Residence City Tax	City Withheld	Year To Date	At the payroll relationship level
  Residence School District Tax	School Withheld	Year To Date	At the payroll relationship level
  Local Wages and Taxes	Local Withheld	Year To Date	At the payroll relationship level

Create a batch using HDL

Create the HCM Data Loader (HDL) batch header and the batch lines.

1. For the Batch Header, use this as a guide.

   Metadata	Value	Comments
   LegislativeDataGroupName	PM US Sun Power
   BatchName	Balance Initialization
   UploadDate	2023-06-30	Must use the YYYY-MM-DD format

2. For the Batch Lines, use this as a guide.

   1. Enter these details to initialize the City Withheld balance and Year To Date balance dimension.

      Metadata	Value	Comments
      LegislativeDataGroupName	PM US Sun Power
      BatchName	Batch Initialization
      LineSequence	1
      PayrollRelationshipNumber	123456
      TermNumber	ET123456	This is the person number prefixed with ET
      AssignmentNumber	123456
      PayrollName	PM US Sun Power Weekly
      TaxUnitName	PM US Sun Power Inc
      BalanceName	City Withheld
      DimensionName	Relationship Tax Unit,City Year to Date
      AreaOne	39	State context for Pennsylvania
      AreaTwo	3	County context for Allegheny
      AreaThree	3040	City context for Pittsburgh
      Value	400.00	This is either: Amount you're initializing Amount you're importing from your legacy application

   2. Enter these details to initialize the School Withheld balance and Year To Date balance dimension.

      Metadata	Value	Comments
      LegislativeDataGroupName	PM US Sun Power
      BatchName	Batch Initialization
      LineSequence	2
      PayrollRelationshipNumber	123456
      TermNumber	ET123456	This is the person number prefixed with ET
      AssignmentNumber	123456
      PayrollName	PM US Sun Power Weekly
      TaxUnitName	PM US Sun Power Inc
      BalanceName	School Withheld
      DimensionName	Relationship Tax Unit,School Year to Date
      AreaOne	39	State context for Pennsylvania
      AreaFour	2745	School context for the Pittsburg Unified School District
      Value	800.00	This is either: Amount you're initializing Amount you're importing from your legacy application

   3. Enter these details to initialize the Local Withheld balance and Year To Date balance dimension.

      Metadata	Value	Comments
      LegislativeDataGroupName	PM US Sun Power
      BatchName	Batch Initialization
      LineSequence	3
      PayrollRelationshipNumber	123456
      TermNumber	ET123456	This is the person number prefixed with ET
      AssignmentNumber	123456
      PayrollName	PM US Sun Power Weekly
      TaxUnitName	PM US Sun Power Inc
      BalanceName	Local Withheld
      DimensionName	Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date
      AreaOne	39	State context for Pennsylvania
      Value	1200.00	Sum of the City Withheld and the School Withheld balances
      ContextOneName	Area5	Resident Political Subdivision (PSD) Code context definition
      ContextOneValue	700102	Resident PSD Code
      ContextTwoName	Area6	Work PSD Code context definition Note: You would populate the Area6 context value with the same value as in Area5 if:
      ContextTwoValue	220401	Work PSD Code
      ContextThreeName	Tax Unit 2	Tax Collection District Code context definition
      ContextThreeValue	22	Tax Collection District Code Note: If you are a Pennsylvania Act 32 combined filer, enter your employer-designated Tax Collection District Code.

Run the Load Initial Balances process

Once you have created the data files and imported the batches, run the load process.

1. From My Client Groups, click Payroll.

2. Under Flow Submission and Results, click Submit a Flow.

3. Select your US LDG.

4. Search for and select Load Initial Balances.

5. Enter a payroll flow name.

6. Select the Transfer or Validate mode operation from the list of values.

   The Transfer mode performs both validation and transfer in the same process, while Validate only validates the lines.

7. Enter or search for the batch name you created using HDL.

8. Click Submit.

Results

After the Load Initial Balances process runs successfully in Transfer mode, you can view the results in Process Results Summary or Person Results.