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 out an entire organization:

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 tax reporting unit (TRU) level, start the Legal Reporting Unit Calculation Cards task.

   Settings at the TRU level override those at the PSU level.

2. Open the calculation card for editing.

3. In Component Groups, select Oregon.

   Create it if it doesn't exist.

4. In Calculation Component, select State Miscellaneous.

   Create it if it doesn't exist.

5. Select Enterable Calculation Values on Calculation Cards.

6. Click Create.

7. Search for and select the appropriate calculation value.

   Display value	Value
   Exempt from Metro Tax	Yes Doesn't accumulate wages or withhold taxes. No Accumulates wages and withholds taxes.
   Exempt Metro Tax from partial city withholding jurisdictions	Yes Doesn't accumulate wages. Doesn't withhold taxes for these jurisdictions. No Accumulates wages. Withholds taxes for these jurisdictions.
   Exempt Metro Tax on supplemental wages below annualized threshold	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. No - Supplemental wages taxed on first dollar Taxes supplemental wages on the first dollar. Taxes regular wages are taxed when the annualized amount exceeds $200,000.

8. Click OK.

9. Save your work.