Sage 100

 View Only
  • 1.  PERS Tax Rules (Ohio)

    Posted 08-12-2020 16:53
    We have a client that is struggling to find an appropriate tax rule for their PERS deduction. Sage implicitly has one but the withholding result does not match the plan they need. The Sage rule only reduces the taxable income for Federal and it should also reduce for State and School Districts. Anybody have any experience getting a custom tax rule for deductions? Thanks!

    ------------------------------
    Jim Fuller
    Velosio LLC
    ------------------------------


  • 2.  RE: PERS Tax Rules (Ohio)

    Posted 08-13-2020 12:09
    Have you compared it to a 401k or cafeteria plan or some other pension tax rule to see if one of those would work?

    ------------------------------
    Nancy Hanson
    Blytheco LLC
    Eagan MN
    ------------------------------