E1: 07: Need Capability To Enter Marital Status For Multiple States in Employee Tax Overrides (P060120) (Doc ID 2907175.1)

Last updated on SEPTEMBER 04, 2024

Applies to:

Symptoms

Marital Status codes and state income tax calculations in Vertex vary from state to state. However employees who work in multiple states may want to use a different marital status code depending upon what state they work in.

For example a Utah based employee has Marital Status M (Married Full) on the National Fiscal Data screen but when they work in California, they want state taxes taken out for Marital Status H (Head of Household) which is at a different rate.

Steps to Reproduce: 

1. Find an employee and review National and Fiscal Data - USA (P0801US)
   1. State is Utah and Marital Status M (Married Full)
2. Employee wants state taxes taken out for Marital Status H (Head of Household) when they work in California
3. Review the Employee Tax Overrides (P060120) screen.
   1. They can add a row for State of California income taxes but there is no Marital Status Code field in the available grid columns.
   2. Employees preference for Marital Status H (Head of Household) cannot be entered in Tax Overrides.

Cause

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