Determine Employee Work State for Tax Purposes
The Tax Withholding Card uses a default work state for determining taxes.
Here's some things to consider for the employee's work state.
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Default work state calculation
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Multiple work state configuration
Default Work State Calculation
When you manually assign an employee a Tax Withholding Card using the Create Default State and Local Withholding process, the process associates the card with the employee's default work state.
The payroll process uses the default work state for calculating SUI and SDI.
Associating the SUI and SDI state with where the employee works occurs automatically, unless you have disabled the sync process. If that's the case, run the Sync Calculation Cards process. This process syncs the employee data with the tax card.
For further info, see the following in the Help Center.
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How the Payroll Process Determines the Employee Work State
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Sync Calculation Cards for the US
Multiple Work State Configuration
Employees working in multiple states require special Tax Withholding card configurations. If the employees' assignments are in different payroll statutory units (PSU), they would have separate tax cards for each.
If the additional assignments are in the same PSU, you must add the appropriate location-based nodes to the default card. The nodes represent the state, county, and city.
Here's how you can edit the Tax Withholding card.
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From My Client Groups, click Payroll.
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Click Calculation Cards.
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Search for and select the employee.
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Select their Tax Withholding card for editing.
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Create the appropriate tax reporting unit (TRU) associations.