Work Office Tax State

Enter the employee's work office state for tax state based deductions and liabilities. The system may use this state as the default for the Tax State field when entering timecards in PR Timecard Entry. The default for the Tax State field depends on the settings of the Always use Employee's Work/Resident Tax State checkbox on this form and the Use Job, SM Work Order or Office State for Tax State checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Tax State field (in PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job, SM WO, or Office State

Use Employee State

Tax State Default

Defaults from the Work Office Tax State field in PR Employees. If blank, the system defaults from the Resident Tax State field.

If you specify a job in the Job field (PR Timecard Entry), defaults from the PR State field in JC Jobs. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees.

If you do not specify a job in the Job field, defaults from the Office State field in PR Company Parameters. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees.

If you do not specify a job in the Job field, and the Office State field in PR Company Parameters is blank, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

SM Work Orders:

If a job work order, defaults from the PR State field in JC Jobs.

If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .