Create and Update the Tax Jurisdictions Card

You have multiple options related to creating and updating Tax Jurisdictions card.

What you want to do

How you do it

Create the card automatically

  • For most employees, the New Hire process automatically creates the Tax Jurisdictions card. In rare cases, if the card is not automatically created, you can do so manually using the Calculation Entries task.

  • For workers with unverified addresses, when you run the Address Validation Process in Final mode, it creates any missing Tax Jurisdictions cards as well as verifies their addresses.

Update the card automatically

Whenever an employee's resident or work location address changes:

  1. A sync process automatically updates the derived local tax jurisdictions on the Tax Jurisdictions card.

    You can't disable this sync.

  2. Their Tax Withholding card is updated to keep it in sync with the address changes.

    You can disable this sync.

Create and update the card manually

In cases where you need to manually create or update the Tax Jurisdictions card, use either the Calculation Entries task or HCM Data Loader (HDL).