North Carolina-Philadelphia

Federal and State Tax / Workers' Comp Routines

State

Routine

Procedure Name

Form Used

Description

Additional Information for Setup

North Carolina

NC Tax

bspPRNCTXX

PR Employees (Filing Status tab)

Use filing status of M, H, S, or W only.

Use number of regular exemptions only.

North Dakota

ND Tax

bspPRNDTXX

PR Deductions/ Liabilities

Worker’s Comp Routine: Enter same as for Nevada.

PR Employees (Filing Status tab)

Use filing status of M, S, or H only.

Use number of regular exemptions only.

Ohio

OH Tax

bspPROHTXX

PR Employees (Filing Status tab)

Use number of regular exemptions only.

Ohio Workers' Comp

None

PR State Insurance Codes

Enter weekly limit. The limit applies to all Ohio Worker’s Comp codes combined.

Ohio School District

OHSch Tax

bspPROSTXX

PR Deductions/ Liabilities

Set up code for each district.

Rate/Amount #1 = District rate

Be sure to define Ohio state tax in PR Employees (Filing Status tab). The regular exemptions specified for computing Ohio state tax will be used to compute Ohio School District tax.

PR Employee Deductions & Liabilities

Enter deduction by employee. Check the Employee-Based box, and select the Use Calculated Amount option (Calculations section).

Do not set up these codes in PR Local Codes.

Oklahoma

OK Tax

bspPROKTXX

PR Employees (Filing Status tab)

Use filing status of S, H, or M.

S = Single or Married with Dual Incomes, but filing Single on Federal form W-4

H = Head of Household

M = Married

Set up regular exemptions using the number of allowances claimed on the Federal W-4.

Oregon

OR Tax

bspPRORTXX

PR Employees (Filing Status tab)

Use filing status of M or S only.

Use number of regular exemptions only.

OR MultnoMultnomah County Income TaxbspPRMultnomahORCPR Deductions/LiabilitiesSet up a deduction using this routine. Set the Calculation Category to Local, and add applicable basis codes.

Use the Rate/Amount fields to enter the tax rates.

Rate/Amount #1 = .015

Rate/Amount #2 = .015

Note: For tax rules, rates, and thresholds, see Chapter 11.512 of the Multnomah County - Revenue and Taxation document.
PR Local CodesSet up a local code using the deduction code set up for Multnomah County tax in PR Deductions/Liabilities.
Note: You will only need to set up this local code if you have employees that live and/or work in Multnomah county, but the residence and/or work location is outside the Portland Metro area.
PR Routines

Set up threshold amounts as follows:

Misc Amt #1 = 200,000.00 (lower threshold, joint)

Misc Amt #2 = 400,000.00 (higher threshold, joint)

Misc Amt #3 = 125,000.00 (lower threshold, single)

Misc Amt #4 = 250,000.00 (higher threshold, single)

OR PDX MetPortland OR Metro Income TaxbspPRPDXMetroORCPR Deductions/LiabilitiesSet up a deduction using this routine. Set the Calculation Category to Local, and add applicable basis codes.

Use the Rate/Amount fields to enter the tax rate:

Rate/Amount #1 = .01

Note: Click here for tax rules, rates and thresholds for the Portland Metro income tax.
PR Local CodesSet up a local code using the deduction code set up for Portland Metro tax in PR Deductions/Liabilities.
Note: If you have employees that live and/or work in both Portland and Multnomah county, set up another local code to represent both.

For example, you might set up a local code called "PDX-Mult" using the Portland Metro deduction, and then add the Multnomah County deduction to the Addl Local Based Dedns/Liabs tab.

PR Routines

Set up threshold amounts as follows:

Misc Amt #1 = 200,000.00 (threshold, joint)

Misc Amt #2 = 125,000.00 (threshold, single)

Oregon Transit Tax

This is not a routine, it is a deduction that requires set up in PR Deductions/Liabilites and PR State Information. For more information, see Set up Oregon Transit Tax.

Pennsylvania

None

PR Deductions/ Liabilities

Set up as a simple Rate of Gross method deduction.

Enter withholding rate in both Rate # and Rate #2 (.021 for 1988).

Set up city taxes as needed:

Also rate of gross, use Rate #1 for resident, Rate #2 for non-resident.

Philadelphia

PHCity Tax

bspPRPHCXX

PR Deductions/ Liabilities

Set up deduction using this routine.

Rate/Amount #1 – Enter the resident rate Rate/Amount #2 – Enter the non-resident rate.