How can I override a location-based tax for the US?

To tax an individual at a location other than their home or work location, you need to override their tax address.

Do this by changing the relevant employee's work or home location.

How to override the home location

To change a person's taxing home address, you would use the Resident Tax Address type.

  1. From My Client Groups, click Show More.

  2. In Employment, click Contact Info.

  3. Search for the person.

  4. In Addresses, click Add Address.

  5. Define the address using the Resident Tax Address type.

    You can use the guided search to select the address, or you can force the field to use the literal address you enter. It must be a valid physical address in the US.

  6. Click Save.

How to override the work location

To create the override:

  1. From My Client Groups, click Show More.

  2. In Employment, click Employment Info.

  3. Search for the person.

  4. In Assignment, select Edit.

  5. Select the address in Work Tax Address.

    You must select a valid physical address within the US.