How Tax Jurisdictions Are Determined

The tax jurisdictions for employees and locations are derived based on the geospatial coordinates of verified addresses.

Note:

If a person or location has an address record that hasn't been assigned geospatial coordinates, the Tax Jurisdictions card bases its jurisdictions context on the address itself. It doesn't automatically detect local tax jurisdictions for these addresses.

How employee jurisdictions are determined

You can view an employee's resident and work tax jurisdictions their Tax Jurisdictions card.

• Unless overridden, their resident tax jurisdiction is determined by their home address.

  You can override the resident tax jurisdiction with a Resident Tax Address on their person record.

• Unless overridden, their work tax jurisdiction is determined by their work location address.

  You can override the work tax jurisdiction with a Location Override on the location record.

The Tax Jurisdictions and Tax Withholding cards automatically sync to ensure that address changes on the tax card result in the appropriate updated jurisdictions. This includes:

• School District on the Ohio regional component

• School District on the applicable Kentucky county regional component

• Resident PSD Code, Resident School District, and Work PSD Code on the Pennsylvania PSD component

Note:

You can disable this sync by setting the Calculation Card Jurisdiction Sync calculation value definition to N. With this sync disabled, you can still use the Sync Calculation Card for US process.

How location jurisdictions are determined

You can view a location's tax jurisdictions in Work Tax Jurisdictions on the Manage Locations task.