How to remove non-CA resident states from the State Tax Data page

posted Apr 4, 2016, 3:53 PM by Peyri Herrera   [ updated Apr 4, 2016, 4:04 PM ]
When an employee is hired PeopleSoft will automatically insert Federal and State tax data rows set to Single 0 for both resident and work state. SDCOE does not collect or report tax to any state but California, therefore other resident states must be removed from the State Tax Data page. These instructions will assist you with that process.  

This screenshot shows that the tax data was updated by the Hire Process (Hire Prcss): 
Hire Prcss

This process will also set up a state tax data row for the work state which is always CA and the resident state if the employee has an address in a state other than CA. Notice there are 2 records in the "State Information area."

In this example CA is the work state (1 of 2), indicated by the UI Jurisdiction checkbox.
1 of 2

MO is the resident state (2 of 2), indicated by the Resident checkbox.
2 of 2

In order to remove the resident state you will have to insert a new row and remove that state. When updating federal or state tax data the row is always inserted on the Federal Tax Data page. When the row is inserted all the information from the previous row will be copied forward. Go to the State Tax Data tab to remove the resident row.
Remove the row

Click the minus sign and click Save. The resident row will be removed.