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HBrooklyn
Level 1

Ohio School District Tax

I have 2 employees that are subject to Ohio School District Tax. They live in different districts, with different rates. There is only 1 option for Ohio-School District Tax. How do I set up multiple districts under this tax? 

5 Comments 5
DivinaMercy_N
QuickBooks Team

Ohio School District Tax

It's great to see you here, @HBrooklyn. I can provide steps you could ever need to set up Ohio School District tax in QuickBooks.

 

The School District Tax is a specific local tax required by schools for funding school operating expenses. To set this up, you'll have to choose the User-Defined Tax option if you don't see the predefined tax form on the list. 

 

Here's how:

 

  1. Navigate to the Employees menu.
  2. Choose the employee you want to set up.
  3. Double click on the employee's name to open the Edit Employee window.
  4. Select the Payroll Info tab.
  5. Click the Taxes button.
  6. Tap the Other tab.
  7. Tick the drop-down arrow under the Item Name window
  8. Pick Add new.
  9. In the Add New Payroll, click the drop-down arrow and look for OH-School District. If none, click User-Defined Tax
  10. Follow the rest of the on-screen instructions to complete the process.

 

For additional details about Ohio Local Income Tax, please see this article: Local tax setup and support: Ohio.

 

Before doing any modifications in your file, we recommend always create a backup copy so you can restore your data anytime to undo the changes made. Also, to guide you in any specific tax questions and to ensure the accuracy of the data entered, I recommend consulting your local tax agency or accountant. If you don't have one, you can utilize our Find an Accountant tool. 


For your future reference, you can open this link in case you have to set up payroll items for new state taxes: Set up payroll items for new state taxes. 

 

Keep in touch with me if you have further concerns about setting up Ohio School District Tax in QuickBooks. I'll be around whenever you need further assistance. Take care always.

HBrooklyn
Level 1

Ohio School District Tax

Thank you. Ohio-School District is there, but it only allows me to add it once. I have 2 districts to add. If I add the second one using the User Defined Tax, it does not calculate correctly on my taxes due for Ohio.

ZackE
QuickBooks Team

Ohio School District Tax

Thanks for following up with the Community, HBrooklyn.
 

Ohio school district (SD) tax factors in the number of allowances an employee claims on their OH IT-4 (employee allowance certificate). Each allowance a worker has reduces taxable wages, then SD taxes are calculated off the reduced amounts.
 

Since an employee's allowances can affect calculation, you'll want to review them and confirm they're set up properly.
 

Here's how:
1. Go to your Employee Center.
2. Open the affected worker's profile.
3. Choose Payroll Info from your left panel.
4. Access the Taxes tab, then click State.
5. Review their data.
 

If an adjustment needs to be made, you can follow the detailed steps in our Adjust payroll liabilities resource.
 

Please feel welcome in posting a reply if there's any additional questions. Have a fantastic day!

HBrooklyn
Level 1

Ohio School District Tax

My issue has nothing to do with allowances...

I have 2 employees that live in Ohio...they live in different districts that charge different rates.

How do I set up each district under OH-School District. Once I set up the first district, it does not give me the option to choose "OH-School District" again. How can I set up the second one and have it included in the tax form that I file with Ohio? If I set the second one up under User Defined Tax, it does not show under the Ohio school district tax due.

Ryan_M
QuickBooks Team

Ohio School District Tax

Hi @HBrooklyn,

 

Thanks for your prompt reply. I'm here to answer your query about the Ohio School District tax. 

 

In QuickBooks Desktop (QBDT), the option to add a second local tax under Ohio School District is unavailable. An alternative I can suggest is to file this local tax outside of QBDT.

 

You can find more details on this process in this article: Create or set up local taxes. It has a link for the Ohio Local Tax Finder, which can assist you in figuring out the rates and taxes. 

 

Drop other questions you may have in the comments below. I'll take care of it as soon as I can. 

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