How do you set up balance adjustment elements for the new Pennsylvania Act 32 PSD balances?

The Tax balance adjustment process has also been modified to create the
appropriate run results for the new PSD elements.

NOTE: For the Tax Balance Adjustment process to work, the Resident AND Work
Jurisdictions must be entered, including the school district codes, on the
city tax information (local tax rules) form for the assignment.

IMPORTANT NOTE ABOUT SIMPLE BALANCE ADJUSTMENTS:

If a balance adjustment is made to adjust an existing City Subject (RS or
WK), City Withheld (RS or WK) OR a School Withheld (RS) balance in a
Pennsylvania locality, then a corresponding entry must also be made into
the new PSD balances as follows:

PSD Subj Whable
PSD Withheld
City PSD Subj Whable
City RS PSD Subj Whable
City WK PSD Subj Whable
City PSD Withheld
City RS PSD Withheld
City WK PSD Withheld
School PSD Withheld
School RS PSD Withheld

Example:

CITY Withheld (Spring Garden Twp) 5.77
SCHOOL Withheld (YORK SUBURBAN-67940) 5.77

City_RS 39-133-5082
City_SC_RS 39-67940
City_PSD_SUBJECT_RS 39-671501-220102
Subj Whable 1153.85
City_PSD_RS 39-671501-220102             5.77
City_PSD_SC_RS 39-671501-220102      5.77

IF an employee either lives or works out of state. The OUT OF STATE PSD code is 880000.

Will have to do the normal
City Tax Balance Adjustment per Note 227477.1    Jurisdiction Code 39-133-5082
School Tax Balance Adjustment per Note 227477.1  Jurisdiction Code  39-67940

01-JAN-2012
Created an element
Resident PSD Bal Adj > Information > Nonrecurring
Input Values :
Jurisdiction > Character > Sequence 1 > check Required & User Enterable
Subj Whable > Money > Sequence 2 > check User Enterable
City Withheld > Money > Sequence 3 > check User Enterable
School Withheld > Money > Sequence 4 > check User Enterable

Saved as an open Link
Costing does not need to be done

Balances:
City PSD Subj Whable > Feeds > Resident PSD Bal Adj > Information > Subj Whable > Add
City PSD Withheld > Feeds > Resident PSD Bal Adj > Information > City Withheld > Add
City RS PSD Subj Whable > Feeds > Resident PSD Bal Adj > Information > Subj Whable > Add
City RS PSD Withheld > Feeds > Resident PSD Bal Adj > Information > City Withheld > Add
PSD Subj Whable > Feeds > Resident PSD Bal Adj > Information > Subj Whable > Add
PSD Withheld > Feeds > Resident PSD Bal Adj > Information > City Withheld > Add
                       and Resident PSD Bal Adj > Information > School Withheld > Add
School PSD Withheld > Feeds > Resident PSD Bal Adj > Information > School Withheld > Add
School RS PSD Withheld > Feeds > Resident PSD Bal Adj > Information > School Withheld > Add
School WK PSD Withheld > ignore this balance

Created a second element
Work PSD Bal Adj > Information > Nonrecurring
Input Values:
Jurisdiction > Character > Sequence 1 > check Required & User Enterable
Subj Whable > Money > Sequence 2 > check User Enterable
City Withheld > Money > Sequence 3 > check User Enterable

Saved as an open Link
Costing does not need to be done

Balances:
City PSD Subj Whable > Feeds > Work PSD Bal Adj > Information > Subj WHable > Add
City PSD Withheld > Feeds > Work PSD Bal Adj > Information > City Withheld > Add
City WK PSD Subj Whable > Feeds > Work PSD Bal Adj > Information > Subj WHable > Add
City WK PSD Withheld > Feeds > Work PSD Bal Adj > Information > City Withheld > Add
PSD Subj Whable > Feeds > Work PSD Bal Adj > Information > Subj WHable > Add
PSD Withheld > Feeds > Work PSD Bal Adj > Information > City Withheld > Add
School WK PSD Withheld > ignore this balance