Pennsylvania Local Services Tax Report

Human Resources > State Requirements > PA > Local Services Tax Report

The ClosedLocal Services Tax Report has been added to the Pennsylvania State Requirements menu. Previously run from the Pennsylvania Local Quarterly Tax Report page, this report has been upgraded to support reporting for multiple employers.

Each time you run the report, the transmittal file is created automatically with the PDF.

The ClosedSort By drop-down gives you the option to sort the PDF by Tax Code or Employee. Tax Code is selected by default.

Selecting to sort the PDF by Employee enables the ClosedReport Type drop-down, giving you the option to generate a Summary or Detail PDF.

Note: The Sort By and Report Type selections do not affect the transmittal file; they affect the PDF report only.

The ClosedFile Format drop-down gives you the option to run the report and transmittal for one or multiple employers. Selecting Multiple Employer enables the Quarter, Year, HAB ID Number and PSD Code fields.

The HAB ID Number selected on this page is the default and will appear in the header record of the transmittal file; however, a new user-defined field (UDF), PA HAB Number, for the Employment tab in Workforce Administration lets you override the default with other HAB IDs entered for selected employees. These IDs also appear in header records in the transmittal file. If the HAB ID is blank on an employee's Employment tab, the transmittal uses the ID selected here. Click Closedhere for the steps to set up the PA HAB Number UDF.

  1. Navigate to Maintenance > new world ERP Suite > Security > User-Defined Fields.
  2. In the Select a Record Type dialog, select Employee Employment.
  3. Click Ok. On the default Attributes tab, a grid loads with existing UDFs for the Workforce Employment tab.
  4. Click New. The Add user-Defined Field Attribute dialog opens.
  5. In the Name field, type PA HAB Number.
  6. If you have created a Section Header for quarterly reporting, you may select it, followed by a Sequence Number, if desired. These entries are optional.
  7. For Data Type, select Text.
  8. In the Maximum Length field, type 7.

  9. Leave the Required check box unchecked. ClosedView image of completed dialog.

  10. Click Ok. The PA HAB Number UDF is added to the Closedgrid.

    It is also added to the Employment tab in Workforce.

To associate employees with other HAB IDs, follow these steps:

  1. Navigate to Human Resources > Workforce Administration > Search > Employee.
  2. Select the Employment tab.
  3. Scroll down to find the PA HAB Number UDF.

  4. Type the ClosedHAB ID.

  5. Click Save.

From the Available Tax Codes list box, select the tax codes you want reported and move them to the Selected Closedlist box.

ClosedSample Transmittal File with Multiple HAB IDs