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07:WS: Negative Excludable for Mississippi State Income Tax (Doc ID 2111053.1)

Last updated on FEBRUARY 01, 2019

Applies to:

JD Edwards World U.S. Payroll Processing - Version A9.3 cume 1 and later
Information in this document applies to any platform.


Release: World, A9.3.1.3
Actual behavior: Employee master set up with resident tax of 25/MS and work of 14/IL. Employee also has code 99 as W/H Exm in the Federal A record under tax withholding/override screen (060120). Time cards are for work state 14. When the scenario arise, system created negative excludable for MS (25/F) with tax amount. It appeared state 14 followed the Federal tax exemption. In other words, when Federal A has no tax due to override code 99, work state 14 follow the same exemption so no 14/F is created. However, the 25/F resident did not follow the same exemption rule. It could be because the Vertex cal guide for MS stated that, if employee work for a taxing state, no resident tax will be withheld. However, if employee works for a non-taxing state, then resident tax will need to be collected. In this case, 14/Il is not a non-taxing state but no tax was collected due to employee claimed exemption. So the question is should 25/F created for this scenario? If yes, then there should not be a negative excludable. If no, then the current 25/F is needs to be eliminated.
Step to produce:
1. Set up employee with resident of 25 and work of 14
2. From menu G0711 take the tax withholding and override option (060120). Override the Federal A record with 99 under the W/H Exm column.
3. Create timecard if employee is hourly employee. No need to create timecard if employee is salary. Run employee thru prepayroll. You will see 25/F is created.  Once final update is completed, the negative excludable amount is in the 25/F


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