Ohio Local Taxes

csmith

Good afternoon - 

I am curious to find out how infor clients in OH are going to be handling taxes on remote working when the stay at home order is lifted.  Will you have some employees work from home and return to the office?  How will you process their local taxes for both Home and Work?  We were hoping that the remote worker flag could be overwritten by a timecard location, but that does not seem to be the case.  From what I currently know is that Infor can only process either 100% at home or 100% at work, there is no hybrid. 

Unknown

We are having the same dilemma as to what to do with hybrids.  We were thinking about trying a special code to pass with our Time and Attendance system that would trigger a "float" to their home work location as opposed to the residential location.  Have not tried it yet.  We're also trying to understand the legalities as to what's legally required.  We're looking at the "20-Day" rule but not sure if that rule applies to remote workers?  

Unknown

Hi there. I work in healthcare here in OH and have Lawson as our HRIS system. We currently have some of our Physicians set up to have multiple locations pull. Now with this all going on we are working on looking at the entire business in getting their taxes right for those outside of Physicians who work at multiple locations. How we currently handle this is with Lawson and Kronos (our timekeeping system) and some manual system manipulation. Even if the employee only has one position in the system. In Kronos, I have to set up a "percent allocation rule" for the employee where let's say Cleveland is set up with 70% and Medina is set up as %30%. This way, Kronos will automatically distribute their hours according to the %. Once Kronos is updated with the percent allocation rule and attached to the employee, I go to PR14 in Lawson to add a new withholding deduction for any location that was not on their record. I then go to PR13 and update the new deductions "Res" and "Mar Status". Along with adding their primary work location under the Work Column/City row. I notify payroll of this change and they will run a job from Kronos to Lawson to pick up any new locations so that an inactive location record will be added to PR13.7. Under the User tax deductions tab on the new location, add the corresponding tax withholding. However, any city tax location deduction that is added to the employee record and is not specified as their work city on PR13 will be ended after the PR205 is run. Therefore, after the PR205 runs, I then have to remove the end dates for any applicable deductions for those that have more than one location. That is where I am now going to have an issue because I was able to manually remove the end dates with a Crystal report query that I wrote but with now having to capture a lot more, that does not seem efficient enough. There has to be a better way! So if you find one please let me know

greg-fahey

https://community.infor.com/discussion/comment/49618#Comment_49618

We had this issue for Kentucky a few years back where a physician was working in multiple cities/counties throughout the pay period. Adding multiple positions per location was our solution to the above circumstance. No longer dealing with this process as practice closed so the answers below may be out of date. Things to consider 

• Kronos  - time must reflect where the employee is working (our doctors and physicians use time clocks so a transfer was necessary else time editor assistance is required)
  • If the physician or time editor did not perform the maintenance then taxes and GL distribution all hit the main position set up structure 
• Lawson - our process succeeds if the Physician works in one location per week (bi weekly pay period) - issues with the taxation and GL expense distribution occur if not
  • Requires review of either PR530 time for these individuals to ensure proper time records or review of PR140 during payroll process to ensure that taxes are correct.
  • If above isnt completed then manual adjustments may be necessary to correct any improper taxation/gl distribution 
  • PR13.7 should reflect the different taxes per location if applicable

I hope this helps but understand if the physicians or non-physicians are not on a set schedule OR do not feel it is their responsibility to properly record time and think "the system should just work and tax me properly." If that is the case then your manual process will be your best bet.