View the Tax Jurisdictions Card

The Tax Jurisdictions card captures all applicable jurisdictions related to an employee’s resident and work tax addresses.

Note:

All employees can view their Tax Jurisdictions card in Self-Service. To restrict employee access, you need to define an employee role that excludes the HRX_VIEW_US_TAX_JURISDICTIONS_PRIV privilege. Assign it to the appropriate people, and remove the default Employee Abstract role.

Region

Includes this info

Resident Tax Jurisdictions

All local tax jurisdictions, based on the employee's resident tax address. The content on this component is derived and read only. However, you can set overrides by clicking Override.

Click Revalidate and Sync to update the derived local tax jurisdictions and sync them to the employee's Tax Withholding card.

Tax Withholding Overrides

Any local jurisdiction overrides you have defined on employee's Tax Withholding card, such as:

  • Ohio school districts on the Ohio regional component

  • Kentucky school districts on the Kentucky county regional component

  • Pennsylvania political subdivision (PSD) codes and school districts on the Pennsylvania PSD regional component

Clicking the override navigates you to the person's Tax Withholding card and opens the appropriate regional component for editing.

Regional Tax Info

Consists of these attributes.

  • Tax reporting unit (TRU) association info

  • Primary work address

  • State of unemployment insurance (SUI)

  • State of disability insurance (SDI)

  • State of long-term care (LTC)

  • State of family medical leave insurance (FMLI)

These attributes are defined on the employee's Tax Withholding card. Clicking the tax info in the Tax Jurisdictions card navigates you to the person’s Tax Withholding card and opens the US Taxation component for editing.

Work Tax Jurisdictions

Tax jurisdictions associated with the employee's assigned work location. You can change this content by:

  • Selecting a different work location on the person's assignment.

  • Changing the Work Tax Jurisdiction info for the location through the Locations task.

    This changes the info for all employees associated with the location.

    Note:

    For locations in Pennsylvania, the sync process captures the work PSD codes on the employee's Tax Withholding card based on their location. However, if you override the code on the location, you must run the Sync Calculation Cards for the US process to update the tax card.