Configure Head Tax Work Elements for Balance Adjustments

You can use either the Elements task or HCM Data Loader (HDL) to define the tax adjustment element for work head tax. For use when the employee's work or residence is in a Pennsylvania Act 32 jurisdiction or in Colorado.

For further info, see Use Element Entries for Tax Refund Balance Adjustments for the US in the Help Center.

Use the Elements Task

You define the element with the same values as your predefined Work Head Tax element, with the exception that you define this tax adjustment element at the assignment level.

Field name	What you enter
Legislative Data Group	Select your US LDG, such as My US LDG
Primary Classification	Employee Tax Deductions
Secondary Classification	Leave blank
Name	Enter a meaningful name, such as TA Work Head Tax
Reporting Name	Enter a meaningful name, such as TA Work Head Tax
Description	Enter a meaningful description, such as Element for adjusting Work Head Tax
Effective Date	1/1/1951
Input Currency	US Dollar
Should every person eligible for the element automatically receive it?	No
What is the earliest entry date for this element?	First Standard Earnings Date
What is the latest entry date for this element?	Final Close
At which employment level should this element be attached?	Assignment level Note: This results in elements processing in the payroll run. If you defined elements at the Relationship level and not the Assignment level, the adjustment amounts aren’t reflected in the payroll run.
Does this element recur each payroll period, or does it require explicit entry?	Nonrecurring
Can a person have more than one entry of this element in a payroll period?	Yes

Configure these input values on the element.

Note:

Don't define the Statutory Reference Type or Statutory Reference Code input values, as they aren't applicable for tax adjustments.
Don't define the Subject Not Withholdable input value, as it's valid for federal and state income taxes only.

Name	Display sequence	Special purpose	Unit of measure	Displayed	Allow user entry	Required	Create a database item	Apply default at run time
City	3		Integer	Yes	Yes	No	No	No
County	2		Integer	Yes	Yes	No	No	No
Deferred Compensation 401K Reductions	100		Money	Yes	Yes	No	No	No
Deferred Compensation 403B Reductions	110		Money	Yes	Yes	No	No	No
Deferred Compensation 457 Reductions	120		Money	Yes	Yes	No	No	No
Dependent Care Reductions	130		Money	Yes	Yes	No	No	No
Exempt Income	50		Money	Yes	Yes	No	No	No
Gross	40		Money	Yes	Yes	No	No	No
Other Pretax Reductions	140		Money	Yes	Yes	No	No	No
Reduced Subject Withholdable	80		Money	Yes	Yes	No	No	No
Section 125 Reductions	90		Money	Yes	Yes	No	No	No
State	1		Integer	Yes	Yes	No	No	No
Subject Withholdable	60		Money	Yes	Yes	No	No	No
Tax Calculated	40	Primary output value	Money	Yes	Yes	No	No	No

Use the HCM Data Loader

To define the Work Head Tax adjustment element:

Define HDL upload files to upload the element and its input values.
1. Define a DAT file with the necessary element details.
  
  For further info, see Example of Creating Earnings Element for Payroll in the Help Center.
2. Define a DAT file for these input values.
  
  These are the same input values as described in the Use the Elements Task section above.
  
  For further info, see Example of Updating Payroll Element Definitions in the Help Center.
Use HDL to upload the files.

Feed the Balances

After creating the input values for the element, link the element to the balances you intend to update.

Start the Balance Definitions task, and add these input values as balance feeds to the tax balance. Feed these balances before you feed the balances to the parent tax elements.

Note:

You must use 1951-01-01 as the Effective As-of Date.

Feed these balances	Using these input values	Add or subtract
Employee Tax Deductions	Tax Calculated	Add
Head Tax Withheld	Tax Calculated	Add
Net	Tax Calculated	Subject
Net Payment	Tax Calculated	Subject
Tax Deductions	Tax Calculated	Add