Table of Contents
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:
- 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)
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
- PC 8120 WCITY Earn $3,313.05
- PC 6900 Work CITY Tax $49.70 ($3313.05 * 1.5% = 49.70 (correct) )
(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
- PC 8130 RCITY Earn $3,313.05
- PC 6951 Res CITY Reg Tax $19.88 ($3313.05 * 2.1% = 69.57 (correct))
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.
| 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
- 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
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
- 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
- PC 8122 Work School Reg Earn Not stored
- PC 8125 Work School Sup Earn Not stored
