The State Tax screen houses state tax information for the employee. From here the State Tax information can be added, viewed or edited.

Before the State Tax feature can be utilized, you must first turn on and setup State Tax Info under Setup Properties of Core HR. If you have not set up your State Taxes, you can refer to the following article for more information.

Table of Contents

• Creating a State Tax Record
• Edit State Tax Record
• Delete State Tax Record

The state taxes tab will have columns for:

• Tax Year
• Year
• Filing State
• Unemployment State
• Filing Status
• Allowances
• Additional Withholding
• Percent Withheld
• Additional Percent Withheld
• Start Date
• End Date
• Modified By

The Actions drop-down menu will allow you to:

• Create State Tax Record
• Delete State Tax Record(s)

Creating a State Tax Record

• Click Create State Tax Record from the Actions drop-down menu.

  

• Fill in relevant federal tax information. Any fields marked in Red are required. The instructions at the top of the fields are and some of the fields are available if they are enabled from the Setup Properties page. For more information on setting up State Taxes and options, you can refer to the following article.

  

  • Start Date - (Required) Indicates when the record is effective.
    • If there is an existing active tax record when a new tax record is added, a stop/end date will be automatically added to the previous active tax record that is one day earlier than the start date of the new record. If there are multiple records with no end date, the system will add an end date to the most current record.
  • End Date - Indicates when the record should terminate. If the end date is not set, it is assumed it is an active record.
  • Income Tax Filing State - (Required) If the desired value is not present, or if you want to add a new state, you can add a value from the relevant Setup Properties page. For more information, you can refer to the following article.
  • Unemployment Filing State - (Required) If the desired value is not present, or if you want to add a new state, you can add a value from the relevant Setup Properties page. For more information, you can refer to the following article.
  • Year
  • Filing Status - (Field available if "Filing Status" is enabled on Setup Properties)
  • Do not add end date to previous state tax record - This option should be enabled if you do not want to auto-add an end date to the previous active record.
  • Allowances - (Field available if "Allowances" is enabled on Setup Properties)
  • Additional Withholding - (Field available if "Additional Withholding" is enabled on Setup Properties)
  • Percentage Withholding - (Field available if "Percentage Withholdings" is enabled on Setup Properties)
  • Additional Percentage Withholding - (Field available if "Open Percentage" is enabled on Setup Properties)
  • Exempt from State Tax - (Field available if "Exempt" is enabled on Setup Properties)
  • State Tax Overrides - (Field available if "Overrides" is enabled on Setup Properties)
    • Override Flat Amount
    • Override Percentage
• Click Add Record when finished.

Edit State Tax Record

• Click the tax year.

  

• Edit the state tax record. Click Add Record when finished. For more information about the available fields, you can refer to the above section.

  

Delete State Tax Record

• Use the checkbox towards the far right of the federal tax record(s).

  

• Click Delete State Tax Record(s) from the Actions drop-down menu.

  

• Confirm the deletion of the selected record(s).