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SD 101 School District Withholding File Upload

Overview

A file upload option is available to facilitate data entry of the SD 101 return filed through the Ohio Business Gateway (OBG). This functionality allows a taxpayer/practitioner to upload school district withholding amounts from an Excel or text file and reduces the number of keystrokes needed to file the return.

Instructions

To use the file upload feature, your school district withholding tax data file needs to be formatted properly. Two file formats are accepted: text (.txt) and comma separated value (.csv). File format specifications are provided below.

  1. After signing into OBG, select the SD 101 transaction from your dashboard and proceed through step 1.
  1. On step 2, use the [Browse] button to select the .txt or .csv file to be uploaded. Then select the [Upload] button.

 

  1. The SD 101 return should populate with the data from your file and any errors will be indicated. Errors must be corrected by making changes to your file and resubmitting it or making manual corrections to the populated data. School districts not listed on your previous filings will be added to your profile and will display for future filings. After verifying the school districts and tax withheld amounts, select the [Next] button.
  1. Verify the total tax withheld and click [Next].
  1. Review the information you entered for accuracy and note any interest owed due to late filing. When all of the information is verified as correct, check the box at the bottom and click [Accept].
  1. Proceed through the remaining steps to complete filing your SD 101.

File Upload Format

Submitted files must be in .csv or .txt formats only. There is no file validation tool so please adhere to the file format rules specified below.

An Excel template is available that includes all taxable school districts for the current year listed in numeric order. Only include the school districts for which you are reporting tax withheld and delete any rows that do not pertain to your return.

.csv example

Sample Excel file

Save as .csv (comma separated value)

Sample .csv file (opened with Notepad)

.txt example

Sample .txt file (commas between fields)

Save as .txt

File Format Rules

  • Only three columns are required with no column headers. List the data in separate columns in the following order: the four-digit school district number in column #1, the school district name in column #2, and the tax withheld in column #3. Only use the first 3 columns in your file.
  • List the school district number, school district name, and tax withheld for that district in the same row.
  • You may choose to leave the school district name blank in column #2. This will not affect the reading of the uploaded data.
  • You cannot repeat the same school district in separate rows because only the tax withheld for the first occurrence will be accepted. The second entry will be rejected. 
  • Some four-digit school district numbers begin with a zero so you may choose to omit the leading zero.
  • Zeroes (0.00) are the default for any tax withheld amounts that are left blank.
  • Do not use commas, dollar signs, or any special characters within the fields.
  • Decimals are required for the tax withheld amount. Be sure to use two decimal places for all entries (e.g. $25.30 is reported as 25.30). Failure to use decimal points will result in the amount being treated as whole dollars (e.g. $25.30 reported as 2530 will be treated as $2,530).
  • Do not report negative tax withheld. If you have overpaid the tax for a district on a previous return, deduct the amount of the overpayment from the same district on your current return. If the overpayment exceeds the amount for the current return, carry the remaining overpayment to your next return(s). If tax is due after deducting the overpayment, report only the remaining tax due.
  • Do not file an amended SD 101 return. If you have overpaid or underpaid the tax due for a prior reporting period, adjust for those amounts on your next return filed within the same calendar year. If you withheld and paid for the wrong district and cannot apply the overpayment against tax withheld for the same district on a subsequent period during the calendar year, you may request a refund of any overpayment on the SD 141.
  • The Excel template shows the districts listed in numeric order but your data need not be listed in this order.

Additional Resources

Additional Resources