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US_LOCAL_RECIPROCITY
US_LOCAL_RECIPROCITY

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[{TableOfContents }]
!!!LOCAL RECIPROCITY
!!!Local Reciprocity
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The Local Reciprocity field in [IPRLU]/[IPRLUS] should be used for employees whose local tax calculations need to be overridden. This field should not be populated with a field preference; it should only be used for exceptions.
!!OHIO No-Tax City Zone
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One exception may be in Ohio where some cities have imposed a local tax for certain zip codes and street addresses only. Canfield and Cincinnati are two examples of this. The GNIS alone is not sufficient for the STE to determine whether city tax should not be calculated for an employee in either of these cities, therefore the system will calculate the tax by default. If the employee happens to live on a street/zip code that is a no-tax area, this would be an exception and therefore the Local Reciprocity field is needed to override the tax calculation.
In Ohio, when an employee lives in a no-tax zone in Cincinnati and works in Sharonville, by default, this employee is being taxed by both the Resident City tax and Work tax by Symmetry Tax Engine.
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A discoverer report may be written to list all Ohio employees and their home addresses. Using this list of employees, a user can verify the local taxation using the Ohio Tax Finder website ([https://thefinder.tax.ohio.gov/StreamlineSalesTaxWeb/default_Municipal.aspx]) where you can input the employee’s exact address or you can check the City’s web page ([http://www.cincinnati-oh.gov/finance/income-taxes/resources-references/street-listings-guide/] for Cincinnati).
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD
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After determining the legislated rules for the employee’s location and if the STE tax calculations need to be overridden then the Local Reciprocity can be defined in IPRLUS.
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The employee is being taxed with Work City tax and Res City tax as follows:
8120 WCITY Earn 3,313.05
8130 RCITY Earn 3,313.05
6900 Work CITY Tax 49.70 3313.05 * 1.5% = 49.70
6951 Res CITY Reg Tax 19.88 3313.05 * 2.1% = 69.57 – 49.70 = 19.88
If user wants the employee to be taxed by Res City tax only in this situation, user must set up IPRLU Local Reciprocity.
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On [IPRLU] LOCAL Tab, an employee should set up the [Local ‘Reciprocity’|ULOC_RECIPROCATION] if applicable.
On IPRLU LOCAL Tab, an employee should set up the Local ‘Reciprocity’ if applicable.
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[{InsertPage page='X_ULOC_RECIPROCATION'}]
From Lexicon [X_ULOC_RECIPROCATION]
00 – Use Default - Symmetry decides if Work or Res City tax is applicable
01 – NR Certificate Filed - Symmetry decides if Work or Res City tax is applicable
02 – Calc WORK Tax only - calculate Work City Tax by Symmetry
03 – Calc RES Tax only - calculate Resident City Tax by Symmetry
04 – Calc WORK and RES - Symmetry decides if Work or Res City tax is applicable
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\\
__IPRLU Local Reciprocity = Calc WORK Tax only__
\\
\\
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD\\
(1) IPRLU Local Reciprocity = Calc WORK Tax only
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
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*PC 8120 WCITY Earn $3,313.05
*PC 6900 Work CITY Tax $49.70 ($3313.05 * 1.5% = 49.70 (correct) )
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8120 WCITY Earn 3,313.05
6900 Work CITY Tax 49.70 3313.05 * 1.5% = 49.70 (correct)
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\\
__IPRLU Local Reciprocity = Calc RES Tax only__
\\
\\
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD \\
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD\\
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(2) IPRLU Local Reciprocity = Calc RES Tax only
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*PC 8130 RCITY Earn $3,313.05
*PC 6951 Res CITY Reg Tax $19.88 ($3313.05 * 2.1% = 69.57 (correct))
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD
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!Ohio No-Tax City Zone
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In Ohio, when an employee lives in a no-tax zone in Cincinnati and works in Sharonville, by default, this employee is being taxed by both the Resident City tax and Work tax by Symmetry Tax Engine.
\\
Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD\\
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD
\\
8130 RCITY Earn 3,313.05
6951 Res CITY Reg Tax 19.88 3313.05 * 2.1% = 69.57 (correct)
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\\
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The employee is being taxed with Work City tax and Res City tax as follows:
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*PC 8120 WCITY Earn $3,313.05
*PC 8130 RCITY Earn $3,313.05
*PC 6900 Work CITY Tax $49.70 ($3313.05 * 1.5% = 49.70)
*PC 6951 Res CITY Reg Tax $19.88 ($3313.05 * 2.1% = 69.57 – 49.70 = 19.88)
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\\
If the user wants the employee to be taxed by Res City tax only in this situation, user must set up [IPRLU] [Local Reciprocity|ULOC_RECIPROCATION].
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Under normal circumstances, School District Taxes are calculated based on employee’s Resident Jurisdiction. Users do not need to set up [IPRLU] [School Tax Method|ULOC_SCHOOL_TAX_METHOD] except to suppress the School Tax calculation.
\\
!IPRLU Default School Tax Method
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However, in some situations if user wants to zero out Resident School Tax or Work School Tax after Symmetry calculation, user may do by selecting an override in the [School Tax Method|ULOC_SCHOOL_TAX_METHOD] field.
\\
Under normal circumstances, School District Taxes are calculated based on employee’s Resident Jurisdiction. Users do not need to set up IPRLU School Tax Method except to suppress the School Tax calculation with ‘99-Do Not Calculate’.
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However, in some situations if user wants to zero out Resident School Tax or Work School Tax after Symmetry calculation, user may do so with the following School Tax Method.
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[{InsertPage page='X_ULOC_SCHOOL_TAX_METHOD'}]
\\
On IPRLU LOCAL Tab, the School Tax Method can be set up as follows:
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__IPRLU School Tax Method = Use Default School__
\\
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD\\
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD\\
From Lexicon X_ULOC_SCHOOL_TAX_METHOD
Null – Use Default - Symmetry decides if Work or Res City tax is applicable
01 – Use Default School - Symmetry decides if Work or Res City tax is applicable
02 – Use Specified School - Symmetry decides if Work or Res City tax is applicable
03 – Calc, 0 Res Local - after Symmetry calculates, zero out Res School Earn & Tax
04 – Calc, 0 Work Local - after Symmetry calculates, zero out Work School Earn & Tax
05 – Calc, 0 Work and Res - after Symmetry, zero out Work & Res School Earn & Tax
99 – Do Not Calculate - School tax will not be calculate
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*PC 6954 Res School Reg Tax $34.11
*PC 6955 Res School Sup Tax $13.65
*PC 8122 Work School Reg Earns $2274.26
*PC 8125 Work School Sup Earns $909.71
*PC 8132 Res School Reg Earns $2274.26
*PC 8135 Res School Sup Earns $909.71
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1) IPRLU School Tax Method = Use Default School
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD
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If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.
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If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.
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__IPRLU School Tax Method = Calc, 0 Work Local__ \\
3.2 IPRLU Specified School Tax Method
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Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD\\
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD\\
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*PC 6954 Res School Reg Tax $34.11
*PC 6955 Res School Sup Tax $13.65
*PC 8132 Res School Reg Earns $2274.26
*PC 8135 Res School Sup Earns $909.71
If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.
2) IPRLU School Tax Method = Calc, 0 Work Local
Home: 39-037-1066324, Arcanum OH School: 1902, Arcanum-Butler LSD
Work: 39-037-1064333, Ansonia OH School: 1901, Ansonia LSD
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Note:
*PC 8122 Work School Reg Earn Not stored
*PC 8125 Work School Sup Earn Not stored
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Note: 8122 WCITY Sch Reg Earn Not stored
8125 WCITY School Sup Earn Not stored
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----
![Notes|Edit:Internal.US_LOCAL_RECIPROCITY]
[{InsertPage page='Internal.US_LOCAL_RECIPROCITY' default='Click to create a new notes page'}]
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This page (revision-13) was last changed on 26-Nov-2021 10:22 by jescottTop