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.
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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
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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.
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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
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For the Batch Lines, use this as a guide.
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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:
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Amount you're initializing
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Amount you're importing from your legacy application
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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:
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Amount you're initializing
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Amount you're importing from your legacy application
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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:
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The person lives in Pennsylvania but works out-of-state.
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You are withholding the local income taxes for Pennsylvania.
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.
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Run the Load Initial Balances process
Once you have created the data files and imported the batches, run the load process.
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From My Client Groups, click Payroll.
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Under Flow Submission and Results, click Submit a Flow.
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Select your US LDG.
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Search for and select Load Initial Balances.
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Enter a payroll flow name.
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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.
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Enter or search for the batch name you created using HDL.
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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.