How Tax Addresses Are Determined for the US

The Tax Jurisdictions card uses these hierarchies to determine an employee's resident and work tax addresses.

Work Tax Address

Address source

Priority

How you set it

Work-at-Home = Yes

1

Use the Change Assignment task to set Work at Home on the person's assignment.

Assignment-level location override

2

Use Work Tax Address on person's assignment record to override the location address assigned to the person. You can update this by navigating to the Change Assignment task under Employment.

Location override address

3

Use the Locations task to define an address of Location override type. This overrides the location's main address.

Location address

4

Use the Locations task to define the main address. You set a person's location on their assignment.

Resident Tax Address

Address source

Priority

US Resident Tax Address

1

Home Address

2