Issue/Symptom/Question

How can I setup Oregon WBF tax to calculate and accrue in PENTA?

Applies To

Payroll Module

Local Taxing Authorities

Oregon WBF Tax

Resolution/Fix/Answer

Oregon WBF is a tax assessed on both employees and employers, however, it’s a little unique as it provides the employer the option to pay the employees portion as long as it is treated as a taxable benefit to the employee.

 PENTA doesn’t support full functionality of tracking this tax, but we offer the below work around:

• Employee Accrual - Create a new Local Tax Authority record for Oregon WBF. On the calculation tab, use calculation base 27 and assign the accrual amount for the employee portion
• Employer Accrual – PENTA does not offer a mechanism to automatically accrue the employer portion. It is recommended to run a report on the employee accrued amounts, and using that as your basis, book a journal entry to accrue for the employer portion. Reporting on the employer portions is manual given that we do not track the employer portion in the system.