Worker tax region (form) 6.2 CU7 and prior

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

 Click Payroll > Common > Workers > Workers. Select a worker, and then, on the Action Pane, on the Payroll tab, click Worker tax regions.

Tax regions are geographic areas in which a specific set of payroll taxes applies. Tax regions generally correspond to the cities or towns where your workers reside or work. A worker tax region is a tax region that has been assigned to a specific worker. Worker tax regions include both the location where the worker claims residency and all locations where they worker may work. A default tax region is a worker tax region that is used to generate earnings for a specific position that worker holds.

When you assign a tax region to a worker, all worker tax codes that apply to the worker are set up automatically. All parameters for the worker tax codes are set to their default values. We recommend that you review the worker tax codes for each worker to make sure that they are accurate.

The worker tax regions are used with the resident worker tax region and employer tax regions to determine the correct reciprocity when pay statements are generated. This helps make sure that taxes are calculated accurately.

Tärkeä

For a list of payroll taxes that are not supported by Microsoft Dynamics AX, see Tax codes (form) 6.2 CU7 and prior.

Huomautus

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

Tasks that use this form

Worker and position payroll tasks

Setting up payroll: Basic topics

Controls

Buttons	Information
New Delete	Assign a tax region to the worker, or delete an existing worker tax region assignment. After a worker tax region has been used to process payroll, it cannot be deleted.
Maintain residency	Open the Residency date manager form, where you can maintain the worker’s residency records. Huomautus The first worker tax region assigned to a worker is automatically set as the resident tax region.

Fields	Information
Tax region	Most workers have only one worker tax region. A worker who resides in one tax region and works in another tax region will have two worker tax regions. A worker who works in multiple locations will have multiple tax regions.
School district Municipality	The tax ID of the school district and the municipality associated with the worker tax region. If you use both fields, you must select a school district before you can select a municipality. Huomautus These fields are used only for tax regions in certain states. Consult with your state tax office to determine whether you should use either of these fields.
Resident	If this check box is selected, the worker is considered resident in the tax region. Only one tax region can be designated as the resident tax region at any time. To change the resident tax region, or to see the resident tax region that was or will be effective on a specific date, click Maintain residency.

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See also

Tax regions (form) 6.2 CU7 and prior

Default tax region (form) 6.2 CU7 and prior

Employer tax regions (form) 6.2 CU7 and prior

Worker tax codes (form) 6.2 CU7 and prior

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