1. Implementing United States Courtesy Taxes
  2. Configure Courtesy Tax Withholding

Configure Courtesy Tax Withholding

Vertex provides the rules that determine when the payroll process deducts courtesy taxes.

You can change this behavior through the following.

  1. You can change the state withholding rules.

    For further info, see Configure State Tax Withholding for Courtesy Taxes in the Help Center.

  2. You can change the county and city withholding rules.

    For further info, see Configure County and City Withholding Rules for Courtesy Taxes in the Help Center.

  3. You can set overrides at the employee level.

    For further info, see Employee-Level Overrides for Courtesy Taxes in the Help Center.

These instructions are a generic reference. They don't apply to taxation in all circumstances, such as Indiana county and Pennsylvania Act 23 jurisdictions.

For further info, see the following.

  • Oracle Cloud Human Capital Management for the US: Implementation and Use (1676530.1) on My Oracle Support

  • All White Papers for Cloud Applications HCM (1504483.1) on My Oracle Support

  • Calculation Guide for the United States Vertex Payroll Tax Q Series

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