Setting up PA locals in Sage 300

Posted By Kimberly Cagle 27 days ago

I went to the knowledge base to see how to set up the PA locals and I thought I did it correctly and now I am not so sure. This is our first-time having work in PA and it is very confusing. Anyone a pro at PA local's setups? I set up the resident local and the work local in taxes with the comparison checked and then created a group for them. I populated each local in the employees' card in the local boxes on the entry Info tab and we also added them to the tax tab. It seems to be pulling the LST correctly for the work local, but it is pulling in the residential local on the check. It should be going to the work local instead with the higher or the 2 rates. Any help would be greatly appreciated.

0 Rhonda V 26 days ago

I'm not a pro at PA local setups. But I think the problem is in the employee's setup. I think the Residence Local should be blank. What I think you want is explained here:  https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222924550020567&hypermediatext=null#Tax%20Rate%20Setup

An Employee works in a Pennsylvania tax district but do not reside in Pennsylvania:

In the employee setup a Pennsylvania PSD code tax group is not included in the Residence Local box.
AND
A Pennsylvania PSD code tax group is included in the employee setup in the Work Local box.
OR
If a job is listed on the line of time, a Pennsylvania PSD code tax group is included in the job setup on the Local box.

The non-residence tax will be calculated for the line of time as normal.
Note: If a tax group is listed on both the job and employee setup the normal hierarchy applies where the local on the job setup takes precedence over the work local on the employee setup.

Also, I think you want the code on the job setup in the Local box and not in the employee's setup in the Work Local box.

Because I'm not a pro, I would suggest making a "Test" data folder and trying my solution in the "Test" data folder. Here's how:  https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=225924650093896&page=3&position=4&q=create%20test%20folder
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Setting up PA locals in Sage 300

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