US_LOCAL_RECIPROCITY
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LOCAL RECIPROCITY#

OHIO No-Tax City Zone#

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


The employee is being taxed with Work City tax and Res City tax as follows:


If the user wants the employee to be taxed by Res City tax only in this situation, user must set up IPRLU Local Reciprocity.

IPRLU Local Reciprocity#

On IPRLU LOCAL Tab, an employee should set up the Local ‘Reciprocity’ if applicable.

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


(1) IPRLU Local Reciprocity = Calc WORK Tax only

Home: 39-061-1066650, Cincinnati OH School: 3104, Forest Hills LSD
Work: 39-061-1061198, Sharonville OH School: 3116, Princeton CSD


(2) 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

School Tax Method#

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.

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 field.

X_ULOC_SCHOOL_TAX_METHOD is a fixed lexicon with the following values:
Saved
Value		Displayed Value Meaning
01 Use Default School Symmetry decides if Work or Res School tax is applicable.
02 Use Specified School Symmetry decides if Work or Res School 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 Do not calculate school district tax. This will set the tax computed (if any) to zero

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

If users wants to zero out Work School Tax Earnings, then set up IPRLU School Tax Method.

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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