School District Income Taxes

For states that levy school district income taxes, an employee's resident tax address determines their school district. Once derived, both the Tax Jurisdictions and Tax Withholding cards inherit this value at the appropriate levels.

Note:

You can disable the Tax Withholding card sync with the Calculation Card Jurisdiction Sync value definition if you don't want the card to derive the local tax jurisdictions.

If you've disabled the sync process, you must manually populate the school district on the Tax Withholding card. Depending on the state, you set it in either the state or county component.

For example:

• You enter Kentucky school districts on the county component.

• You enter Ohio school districts in the state component.

• For Pennsylvania Act 32 jurisdictions, you enter the school district on the Pennsylvania PSD component.

To change a person's school district tax info, use the Calculation Entries task to update the person's Tax Withholding card.