North Carolina-Philadelphia
Use the table below to review additional setup information for tax routines North Carolina through Philadelphia.
Federal and State Tax / Workers' Comp Routines | ||||
|---|---|---|---|---|
State | Routine | Procedure Name | Form Used | Description |
Additional Information for Setup | ||||
North Carolina | NC Tax | bspPRNCTXX | PR Employees (Filing Status tab) | Use filing status of M, H, S, or W only. Use number of regular exemptions only. |
North Dakota | ND Tax | bspPRNDTXX | PR Deductions/ Liabilities | Worker’s Comp Routine: Enter same as for Nevada. |
PR Employees (Filing Status tab) | Use filing status of M, S, or H only. Use number of regular exemptions only. | |||
Ohio | OH Tax | bspPROHTXX | PR Employees (Filing Status tab) | Use number of regular exemptions only. |
Ohio Workers' Comp | None | PR State Insurance Codes | Enter weekly limit. The limit applies to all Ohio Worker’s Comp codes combined. | |
Ohio School District | OHSch Tax | bspPROSTXX | PR Deductions/ Liabilities | Set up code for each district. Rate/Amount #1 = District rate Be sure to define Ohio state tax in PR Employees (Filing Status tab). The regular exemptions specified for computing Ohio state tax will be used to compute Ohio School District tax. |
PR Employee Deductions & Liabilities | Enter deduction by employee. Check the Employee-Based box, and select the Use Calculated Amount option (Calculations section). Do not set up these codes in PR Local Codes. | |||
Oklahoma | OK Tax | bspPROKTXX | PR Employees (Filing Status tab) | Use filing status of S, H, or M. S = Single or Married with Dual Incomes, but filing Single on Federal form W-4 H = Head of Household M = Married Set up regular exemptions using the number of allowances claimed on the Federal W-4. |
Oregon | OR Tax | bspPRORTXX | PR Employees (Filing Status tab) | Use filing status of M or S only. Use number of regular exemptions only. |
| OR Multno | Multnomah County Income Tax | bspPRMultnomahORC | PR Deductions/Liabilities | Set up a deduction using this routine. Set the Calculation Category to Local, and add applicable basis codes. Use the Rate/Amount fields to enter the tax rates. Rate/Amount #1 = .015 Rate/Amount #2 = .015 Note: For tax rules, rates, and thresholds, see Chapter 11.512 of the Multnomah County - Revenue and Taxation document. |
| PR Local Codes | Set up a local code using the deduction code set up for Multnomah County tax in PR Deductions/Liabilities. Note: You will only need to set up this local code if you have employees that live and/or work in Multnomah county, but the residence and/or work location is outside the Portland Metro area. | |||
| PR Routines | Set up threshold amounts as follows: Misc Amt #1 = 200,000.00 (lower threshold, joint) Misc Amt #2 = 400,000.00 (higher threshold, joint) Misc Amt #3 = 125,000.00 (lower threshold, single) Misc Amt #4 = 250,000.00 (higher threshold, single) | |||
| OR PDX Met | Portland OR Metro Income Tax | bspPRPDXMetroORC | PR Deductions/Liabilities | Set up a deduction using this routine. Set the Calculation Category to Local, and add applicable basis codes. Use the Rate/Amount fields to enter the tax rate: Rate/Amount #1 = .01 Note: For tax rules, rates and thresholds for the Portland Metro income tax, see the Oregon Metro webpage. |
| PR Local Codes | Set up a local code using the deduction code set up for Portland Metro tax in PR Deductions/Liabilities. Note: If you have employees that live and/or work in both Portland and Multnomah county, set up another local code to represent both. For example, you might set up a local code called "PDX-Mult" using the Portland Metro deduction, and then add the Multnomah County deduction to the Addl Local Based Dedns/Liabs tab. | |||
| PR Routines | Set up threshold amounts as follows: Misc Amt #1 = 200,000.00 (threshold, joint) Misc Amt #2 = 125,000.00 (threshold, single) | |||
Oregon Transit Tax | This is not a routine, it is a deduction that requires set up in PR Deductions/Liabilites and PR State Information. For more information, see Set up Oregon Transit Tax. | |||
Pennsylvania | None | PR Deductions/ Liabilities | Set up as a simple Rate of Gross method deduction. Enter withholding rate in both Rate # and Rate #2 (.021 for 1988). Set up city taxes as needed: Also rate of gross, use Rate #1 for resident, Rate #2 for non-resident. | |
Philadelphia | PHCity Tax | bspPRPHCXX | PR Deductions/ Liabilities | Set up deduction using this routine. Rate/Amount #1 – Enter the resident rate Rate/Amount #2 – Enter the non-resident rate. |
