Oregon Portland Metro Tax

The payroll process applies this tax for employees whose resident tax or work tax address is in one of the full or partial geographies in the Metro District.

To opt an organization out of this tax:

1. To opt out at the payroll statutory unit (PSU) level, start the Legal Entity Calculation Cards task from your implementation project.

   To opt out at the TRU level, start the Legal Reporting Unit Calculation Cards task.

2. Open the calculation card for editing.

3. In Component Groups, click the OR calculation component.

   Add this component if it doesn't already exist.

4. In Calculation Component, select State Miscellaneous.

   Add this component if it doesn't already exist.

5. Select Enterable Calculation Values on Calculation Cards.

6. Click Create.

7. In Display Value and Value, select the appropriate exemption values for your organization.

   Calculation value	What you select
   Exempt from Metro Tax	Yes Doesn't accumulate wages or withhold taxes. No Accumulates wages and withholds taxes.
   Exempt from Partial City Withholding Jurisdictions	Yes Doesn't accumulate wages or withhold taxes for these jurisdictions. No Accumulates wages and withholds taxes for these jurisdictions.
   Exempt Metro Tax on Supplemental Wages Below Annualized Threshold	No - Supplemental wages taxed on first dollar Supplemental wages are taxed on first dollar. Regular wages are taxed when the annualized amount exceeds $200,000. Yes - Based on annualized combined wages Fully taxes supplemental wages when the annualized regular earnings plus the annualized supplemental earnings exceed the threshold. Yes - Based on annualized regular and periodic supplemental wages Fully taxes supplemental wages when the annualized regular earnings plus the periodic supplemental earnings exceed the threshold. Yes – Based on annualized regular wages Fully taxes supplemental wages when the annualized regular earnings exceed the threshold.

8. Click OK, and save your work.