Overview

The WorkSync module automates the maintenance of employee Tax Location Code functionality in PeopleSoft.
As more and more employees begin to telecommute or work from home, companies have struggled to maintain accurate work tax functionality, especially if the remote location requires locality tax configuration. States have become more aggressive in tracking remote employees and have increased audits to ensure those employees that work in their jurisdiction are paying their share of work related state and local taxes.

The WorkSync module builds on the infrastructure within the TaxSync API, but applies rules and validations for work location taxes. Existing Tax Location Code configuration can be validated as well as to automatically create new Tax Location Codes based on new work or work@home addresses.

Local Income Tax Codes Are Automatically Applied

Local taxes require employers to setup the correct local taxes for the employee’s resident and work locations to remain compliant. Local Earned Income Taxes (EIT) are required in the following complex tax states:

PA, IN, MI, OH, WI, AL, DE, NY, CO, MD, WV, KY, MO

Employee & Administrator Work Location Claiming

The WorkSync module also includes a user-friendly, wizard based employee and administrator self-service application to allow users to declare their work locations or work@home address along with work location percentages. Transactions are then submitted via the AWE for approvals.  The module will then determine if the employee’s work address requires a new Tax Location Code or if an existing code can be matched. If a new Tax Location Code is required, it will automatically be created and assigned to the employee in their job data profile. The application will then update PeopleSoft tax distribution and tax data appropriately as well as personal data if the home address is changed.

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