How do I override the Multnomah county and Portland Metro tax withholding methods?

Portland Metro and Multnomah county taxes support two withholding methods, annualized and threshold based. To change the withholding method, use the Calculation Value Definitions task to update Threshold-based withholding for your legislative data group (LDG).

Add a row to Calculation Values with these values.

For this column

Enter this value

From Value

Leave the default

To Value

Leave the default

Calculation Type Override

Leave the default

Text

Enter Y to enable the threshold-based method

Enter N to enable the annualized method

Note:

If you change the withholding method after taxes have already been withheld during the calendar year, the payroll process doesn't retroactively adjust prior withholdings when the employee exceeds the threshold. In such cases, you need to perform a balance adjustment.