End of Year Processing Guide

8/20/2019 End of Year Processing Guide

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11g Release 8 (11.1.8)

February 2015

Oracle®

Fusion Human Capital Management forthe United States:

End-of-Year Processing Guide


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Fusion: US End-of-Year Processing

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Oracle® Fusion Human Capital Management for the United States: End-of-Year Processing Guide

Copyright © 2011-2014, Oracle and/or its affiliates. All rights reserved.

Author: John Lawson

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Table of Contents

Introduction ................................................................................................................................................ 11

End-of-Year Processing for the US: Overview ........................................................................................ 11

Form W-2 Configuration ............................................................................................................................. 14

Form W-2 Configuration: Critical Choices .............................................................................................. 14

Federal and State Registrations .......................................................................................................... 14

Tax Reporting Units ............................................................................................................................. 15

Custom Employee Roles...................................................................................................................... 16

Balance Feeds for W-2 Boxes .............................................................................................................. 16

W-2 Box 14 .......................................................................................................................................... 17

W-2 Document Delivery Preferences ................................................................................................. 18

Document Delivery Preferences: Explained ........................................................................................... 20

Online Delivery Consent...................................................................................................................... 20

Overriding Default Preferences .......................................................................................................... 21

Person Level Overrides ....................................................................................................................... 21

Calculation Card Configuration ................................................................................................................... 21

Form W-2 Calculation Card Configuration: Critical Choices ................................................................... 21

Employee Withholding Certificate ...................................................................................................... 21

Reporting Information ........................................................................................................................ 22

Form W-2 Box 13 Retirement Plan Eligibility: Critical Choices ............................................................... 22

Defined Benefit Plan ........................................................................................................................... 23

Defined Contribution Plan .................................................................................................................. 23

Third-Party Tax Filing Interface Configuration ............................................................................................ 24

Tax-Filing Setup for US ADP Transporter: Critical Choices ..................................................................... 24


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Running the Third-Party Tax Interface: Worked Examples .................................................................... 34

Quarterly Tax Reporting ...................................................................................................................... 35

Monthly Tax Reporting ....................................................................................................................... 35

Periodic Tax Reporting ........................................................................................................................ 36

Troubleshooting the Tax-Filing Interface: Examples .............................................................................. 37

Correcting Data After Periodic Archive Processing ............................................................................. 37

Correcting Data Before Upload ........................................................................................................... 37

Correcting Data After Upload ............................................................................................................. 37

Periodic Extract Employee Count Columns......................................................................................... 38

ADP Rejects Extract Output File .......................................................................................................... 38

Updating Year-End Tax Data: Examples .................................................................................................. 38

After Year-End Archive ........................................................................................................................ 38

After Draft Employee Form W-2 Generation ...................................................................................... 39

After Final Employee Form W-2 Generation ...................................................................................... 40

After Employee Form W-2 Distribution .............................................................................................. 41

After Third-Party Tax-Filing Vendor's Submission Deadline ............................................................... 41

Troubleshooting Year-End Tax Data for the US: Examples .................................................................... 41

Changed Payroll Relationship Data Missing in Archive ....................................................................... 42

Form W-2 Displays Employee Name and Social Security Number Display as Blanks ......................... 42

Form W-2 Displays Incorrect Employee Address ................................................................................ 42

Form W-2 Displays Incorrect Tax Year ................................................................................................ 42

Incorrect Employer Identification Number on W-2 ............................................................................ 43

Correcting Form W-2 Data: Decision Support........................................................................................ 44

Updating Employee W-2 ..................................................................................................................... 44

Creating Form W-2c ............................................................................................................................ 45


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Updating Fourth Quarter Tax File ....................................................................................................... 45

Year-Begin Preparation ............................................................................................................................... 45

Begin-of-Year Processing for the US: Explained ..................................................................................... 45

Federal Tax Exemptions and Allowances ............................................................................................ 46

Indiana County Taxes .......................................................................................................................... 46

Occupational or Head Tax Exemptions ............................................................................................... 47

State Unemployment Insurance Rate Updates .................................................................................. 48

Payroll Definition Updates .................................................................................................................. 49

Legislative Limit Confirmation ............................................................................................................ 49

Appendix A: EOY Reports and Processes ................................................................................................... 49

Archive End-of-Year Payroll Results ........................................................................................................ 49

Prerequisites ....................................................................................................................................... 49

Process Parameters............................................................................................................................. 50

Archive Results .................................................................................................................................... 50

Post-Archive Operations ..................................................................................................................... 51

Run Quarter-to-Date Archive .................................................................................................................. 52

Prerequisites ....................................................................................................................................... 52

Process Parameters............................................................................................................................. 53

Archive Results .................................................................................................................................... 54

Post-Archive Operations ..................................................................................................................... 54

Run W-2 Employee Report...................................................................................................................... 55

Prerequisites ....................................................................................................................................... 55

Report Parameters .............................................................................................................................. 55

Report Output ..................................................................................................................................... 56

Post-Generation Operations ............................................................................................................... 57


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Run W-2 Register .................................................................................................................................... 60

Prerequisites ....................................................................................................................................... 60


Report Output ..................................................................................................................................... 61

W-2c Archive Process .............................................................................................................................. 63

Prerequisites ....................................................................................................................................... 64


Archive Results .................................................................................................................................... 65

W-2c Employee Report ........................................................................................................................... 65

Prerequisites ....................................................................................................................................... 65


Report Output ..................................................................................................................................... 67

Post-Generation Operations ............................................................................................................... 67

Appendix B: EOY Reference Information ................................................................................................... 68

Employee Work State: How Is It Determined? ....................................................................................... 68

How the Work State Is Determined .................................................................................................... 68

Indiana County Taxation: How Is It Determined? ................................................................................... 69

How the County Taxation is Determined ............................................................................................ 69

New Jersey Disability Insurance: Explained ............................................................................................ 69

New Jersey Family Leave Insurance: Explained ..................................................................................... 69

State-Approved Private Plan Requirements ....................................................................................... 69

Employee Eligibility Criteria for New Jersey Family Leave Insurance ................................................. 70

Pennsylvania Local Services Tax: Explained ............................................................................................ 70

How can I identify statutory employees on their W-2? .......................................................................... 70

How do I report Maryland State Retirement Fund contributions on the W-2? ..................................... 70


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How do I report Pennsylvania Employee SUI on the W-2? ..................................................................... 71

How do I select a private New Jersey Disability Insurance plan type? ................................................... 71

How do I select a private New Jersey Family Leave Insurance plan type? ............................................. 72

Can I override the W-2c Employee Report sort order? .......................................................................... 72

Form W-2 Box Information ..................................................................................................................... 72

Form W-2 Box Information ................................................................................................................. 72

Box 1 .................................................................................................................................................... 72

Box 2 .................................................................................................................................................... 73

Box 3 .................................................................................................................................................... 73

Box 4 .................................................................................................................................................... 73

Box 5 .................................................................................................................................................... 74

Box 6 .................................................................................................................................................... 74

Box 7 .................................................................................................................................................... 74

Box 8 .................................................................................................................................................... 74

Box 10.................................................................................................................................................. 75

Box 11.................................................................................................................................................. 75

Box 12.................................................................................................................................................. 75

Box 13.................................................................................................................................................. 75

Box 14A ............................................................................................................................................... 76

Box 14B ............................................................................................................................................... 77

Box 14C ............................................................................................................................................... 77

Box 14D ............................................................................................................................................... 78

Box 14E ................................................................................................................................................ 78

Box 14F ................................................................................................................................................ 78

Box 14G ............................................................................................................................................... 79


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Box 14H ............................................................................................................................................... 79

Box 14I................................................................................................................................................. 80

Box 14J ................................................................................................................................................ 80

Box 14X ............................................................................................................................................... 81

Box 14Z ................................................................................................................................................ 81

Box 15.................................................................................................................................................. 81

Box 16.................................................................................................................................................. 82

Box 17.................................................................................................................................................. 82

Box 18.................................................................................................................................................. 83

Box 19.................................................................................................................................................. 83

Box 20.................................................................................................................................................. 83

Form W-2 Box 12 Balances ................................................................................................................. 84


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Change Record

Date Version Description

09/24/14 1.1 Initial draft

09/29/14 1.2 Incorporated first round of internal review edits.

Incorporated first round of external review edits.

Reorganized topic order.10/14/14 1.3 Added documentation:

Preprinted Form W-2 paper vendors

Form W-2 default print preferences

Run W-2 Employee Report process Reporting Mode parameter

Updated W-2 uncollected Medicare balance names

10/21/14 1.4 Updated:

ORA_HRX_US_W2_BOX_14_USER_DFND lookup type name

W-2 document delivery preferences

Multiple Worksite Report support

Prearchival reporting

10/28/14 1.5 Updated:

W-2 Portrait publish date

W-2c reporting11/03/14 1.6 Review comments

02/02/15 1.7 Updates made:

Federal exemptions and allowances

W2 Pension Plan balance

Box 11 balances

Security privilege for custom duty role

Tax Filing Interface updates

Document Delivery Preferences Report


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Introduction

End-of-Year Processing for the US: Overview

Oracle Fusion Human Capital Management for the United States provides a complete solution for end-of-year processing. This consists of multiple steps, which you must complete in the correct order. For

organizations with multiple tax reporting units (TRUs), complete each phase for all TRUs in your

organization before proceeding to the next phase.

End-of-year processing entails the following activities:

1. Configuring for end-of-year

Before beginning your end-of-year reporting, ensure you have performed the following operations:

Form W-2 configuration

Calculation card configuration for each employee

Third-party tax filing interface configuration

2. Order Form W-2 paper stock.

For employees opting to receive paper delivery of their Form W-2s, Oracle Fusion configures these

forms to print on 4up perforated paper:


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It is recommended you use paper stock with the employee instructions preprinted on the backside.

However, you may elect to print the instructions yourself.

The following vendors provide paper that supports Oracle Fusion's printing format:

Vendor Form W-2

Evergreen Blank perforated W-2 #5208

Window envelope 4444-1


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RR Donnelley ORLW28700BW: Blank perforated W-2 (with

printed instructions on back) - (50 PK)

ORLW28700B: Blank perforated W-2 (with

printed instructions on back) - (2000 BULK)

ORLW28700BLANKW: Blank perforated W-2

(blank on back) - (50 PK)

ORLW28700BLANK: Blank perforated W-2 (blank

on back) - (2000 BULK)

7987E: Window envelope for W-2

3. Performing your quarter-end processing for the fourth quarter.

Use either the Quarter-to-Date Archive process or the Oracle Fusion Third-Party Tax Filing Interface

to generate the following tax reports:

Report DescriptionQuarter-to-

Date Archive

Third-Party Quarterly

Tax Filing Extract

Third-Party Monthly

Tax Filing Extract

State Quarterly

Wage Listing

(SQWL)

Reports an employee's

state unemployment

information.

No Yes

No

State Monthly

Tax Report


monthly state tax

information.

Note:

Required for Illinois

only.

No No

Yes

Federal Form

941

Employer's quarterly

federal tax return.No Yes

No

4. Archiving your end-of-year payroll results.

5. Using the W-2 Register Report to validate your archived data.


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6. Fixing any balance problems detected and rearchiving the year-end data.

7. Generating the year-end tax and wage reports:

Use the Run Third-Party Quarterly Tax Filing Extract task to submit your end-of-year data to your

third-party tax filing provider.

Note:

The Third-Party Quarterly Tax Filing Extract is not dependant on the year-end or quarter-end

archives.

Use the Run W-2 Employee Report process in Draft reporting mode to create sample Form W-2s

for report verification purposes.

Use the Run W-2 Employee Report in Final reporting mode to create your employees' W-2s. This

process creates the electronic forms published on the employees' Portrait Gallery as well as

printed forms for those employees who have opted for paper distribution.

Form W-2 Configuration

Form W-2 Configuration: Critical Choices

To ensure your employee W-2s are populated with correct and complete information, you must perform

configuration actions in the following areas:

Federal and state registrations

Tax reporting units

Custom employee roles

Balance feeds for W-2 boxes

W-2 box 14

W-2 document delivery preferences

Federal and State Registrations

Use the Manage Legal Reporting Unit Registrations task to ensure the following fields are populated for

each tax reporting unit (TRU):

Jurisdiction Field Name Description


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United States Federal

TaxRegistration Number

Employer's federal employer identification

number (FEIN).

Income TaxLegal Entity Registration

Number

Employer's state employer identification number

(EIN).

Tax Reporting Units

To set W-2 information for your TRUs:

1. Start the Manage Legal Reporting Unit HCM Information task.

2. Under the Tax Reporting Unit tab, select the Federal link.

3. Under the Federal W-2 Reporting Rules Overrides section, specify the following values:

W-2 Portrait Publish Month Specify the month when the employee can view

their W-2.

W-2 Portrait Publish Day Specify the day when the employee can view

their W-2.

Agent Identifier Not implemented. Do not use.

Transmitter TRU Not implemented. Do not use.

Type of Employment Not implemented. Do not use.

Transmitter TRU Name Not implemented. Do not use.

File Preparer Not implemented. Do not use.

Terminated Business Not implemented. Do not use.

User Identification Not implemented. Do not use.

Third-Party Sick Pay Not implemented. Do not use.


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Type of Employer Not implemented. Do not use.

Alternate EIN Not implemented. Do not use.

4. Set regional values:

Parameter Description

NJ Disability Insurance Identify your plan type and, if a private plan, the

plan number.

NJ Family Leave Insurance Identify your plan type and, if a private plan, the

plan number.

Refer to the “New Jersey Disability Insurance: Explained” topic for more information.

5. Click Submit.

Custom Employee Roles

Employers creating custom employee roles must ensure they add the View US End of Year Tax Form

privilege. This privilege is attached to the US Employee Portrait Gallery duty role, which grants

employees access to the View US End of Year Tax Form task. Without it, they would not be able to view

their W-2 from Portrait.

Balance Feeds for W-2 Boxes

When defining and managing balances for W-2 Boxes, such as 12, 13, and 14, you must establish feeds

for any balance required for year-end reporting.

You must:

1. Use the Manage Balance Definitions task to establish balance feeds for all W-2 balances applicable

to your business. Every W-2 box has one or more balances that must be fed, such as:

Box Label Balance

Box 12 Code D W2 401k


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Box 13 Third-Party Sick Pay W2 Third Party Sick Pay

Box 14 PA SUI W2 Box 14B

Form W-2 box balances that begin with "W2" are not automatically fed. You must create the feeds

using the appropriate user-defined elements you have defined.

Refer to the "Form W-2 Box Information" topic for a list of W-2 boxes and the associated balances

you must feed.

2. Define balance feeds for any W-2 box 14 and box 12 balance you want to use.

For example, use the W2 Box 14B balance in conjunction with the Box 14 lookup code.

W-2 Box 14

You can configure Box 14 of the employee W-2 to display additional state-specific or user-defined

deductions, such as:

Maine Public Employees Retirement System contribution

Maryland state retirement pickup amount

New York domestic partner benefits

Pennsylvania employee state unemployment insurance (SUI)

To populate Box 14 for quarterly and year-end reporting:

1. Feed the appropriate W2 Box 14 balance.

Note:

For the New York domestic partner benefits contribution, you must use the W2 Box 14A balance and

Box 14A lookup code.

2. Use the Manage Common Lookups task to update the meaning of the corresponding lookup code of

the ORA_HRX_US_W2_BOX_14_USER_DFND lookup type.

Note: Prior to the 8.11 patch bundle, this lookup type was titled US_W2 BOX 14 USER-DEFINED.

The text you type becomes the label text appearing on the W-2 Box 14.

Note:

Oracle Fusion automatically configures the feeds and Box 14 labels for the following state deductions. In

these cases, no user action is required.


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State Value Box 14 Label

Alaska State Unemployment Insurance AK SUI

California State Disability Insurance CA SDI

Hawaii State Disability Insurance HI SDI

Kentucky Boone County Occupational Tax BOONOC

Kentucky Boone County Mental Health Tax BOONMH

New Jersey State Disability Insurance DI

New Jersey Unemployment Insurance,

Workforce Development

Partnership Fund, Supplemental

Workforce Fund

UI/WF/SWF

New Jersey State Disability Insurance Private

Plan Number

DI P.P #

New York State Disability Insurance NY SDI

Pennsylvania Local Services Tax PA LST

Rhode Island State Disability Insurance RI SDI

W-2 Document Delivery Preferences

Oracle Fusion Human Capital Management for the United States can deliver Form W-2 to employees byeither paper or through their Portrait as a PDF file. When the employer runs the W-2 Employee Report

task, it automatically creates the PDF version and publishes it to the Documents of Record. For those

employees that have elected for print versions, the task creates a separate PDF file containing these

workers' Form W-2s, which the employer can print and distribute as needed. This file is returned as an

output of the ESS job.


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Note:

These delivery settings also apply to Form W-2c.

W-2 print selection is specified through the following methods:

Print option defaults

Organization-level overrides

Employee print elections

Print Option Defaults

To specify the employer's default print options:

1. Start the Manage Document Types task.

2. Search for all United States document types.

3. Select W_2 in the Search Results.

4. In the Edit Document Type W_2 page, in the Document Type Information section, ensure the Enable

Document Delivery Preferences field is set to Yes.

5. Use the Override Hierarchy field to define the level at which your document overrides are applied.

The default is Payroll Hierarchy, which applies these changes at the legal entity level.

Note:

This field is available only if Enable Document Delivery Preferences is set toYes.

6. In the Document Delivery Preferences section, check the settings and make changes as needed.

Field Description

Delivery Method Default delivery methods for your employees'

Form W-2. By default, the Online option is

deselected and Paper is selected.

The IRS mandates employees must provideconsent to receive digital versions of their Form

W-2s. The employee provides consent when

they use their Portrait Gallery to select online

delivery.

Note:


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If you are out-sourcing the printing of your

employee Form W-2s to a third-party provider,

you may need to change these settings to satisfy

their requirements.

7. Use the fields in the Document Delivery Default Overrides for any areas that require overrides to

your defaults.

8. Click Submit.

Organization-Level Overrides

Use the Manage Document Types task to specify print overrides for specific payroll statutory units,

departments, or locations.

Employee Print Elections

If the employer allows their employees to specify their own print options, they can do so through the

Portrait Gallery.

In the Personal Information page, the Documentation section provides options for online and paper

preferences.

Note:

These delivery settings apply to Form W-2 and Form W-2c.

Refer to the IRS Publication 15-A (Employer's Supplemental Tax Guide, page 3 and 4) for further details.

Document Delivery Preferences Report

To view all overrides made to W-2 delivery settings, click View Document Delivery Preference Report.

The View Document Delivery Preferences Report page provides information on all overrides set at the

organization and person levels.

Document Delivery Preferences: Explained

You typically define delivery preferences for documents that are delivered periodically from employers

to workers, for example, payslips, or year end tax statements. You can select default delivery methods

for a document type, including online and paper, and specify other delivery related preferences. You setthese preferences using the Manage Document Types task in the Setup and Maintenance work area.

Online Delivery Consent

You can specify whether worker consent is required for delivering documents online-only. If you set the

Online Delivery Consent Required option to Yes and Initial Consent Granted to No, then the Delivery


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Method is automatically selected as Paper and the option is disabled for edit; the option is automatically

deselected (while still disabled) when you set back Initial Consent Granted to No.

Overriding Default Preferences

You set default delivery preferences on the document type and override the preferences on associatedwork structures. You can override default delivery preferences at various levels for a payroll statutory

unit (for payroll documents) or legal employer (for other document categories). These levels are

arranged in a hierarchy. For example, delivery preferences set for a location override those set for a

department and delivery preferences set for a department override those set for a legal employer. The

document type is at the highest level in the hierarchy. The default delivery preferences you specify for a

document type apply to all documents, if you do not override them at lower levels.

Person Level Overrides

You can enable persons to override the delivery preferences for their documents, in their portraits. The

delivery preferences that workers specify in their portraits override delivery preferences specified

elsewhere for the document type.

Calculation Card Configuration

Form W-2 Calculation Card Configuration: Critical Choices

Use the Manage Calculation Cards task to specify the required information on the following employee

cards:

Employee Withholding Certificate

Reporting Information

Employee Withholding Certificate

For statutory employees, you must set the following value on their Employee Withholding Certificates:

Field Name Notes

Statutory

EmployeeIdentifies an independent contractor as an employee by statute.


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Reporting Information

The Reporting Information card provides additional information for employee-level state and federal

reporting.

The Federal calculation component is provided by default when you create the card. Under the

Reporting Information calculation component details, you may need to set the following field:

Field Name Notes

Eligible for

Retirement Plan

Employee eligibility for employer-sponsored retirement plans is based on a

combination of the amounts fed to specific balances and the kind of retirement

plan in which the employees are participating. In some cases, you must

manually select this value to Yes to ensure proper reporting on Form W-2.

Refer to W-2 Box 13 Retirement Plan Eligibility: Critical Choices for details.

Form W-2 Box 13 Retirement Plan Eligibility: Critical Choices

W-2 Box 13 indicates whether or not the employee is eligible for retirement plan contributions.

An employee is eligible based on the following criteria:

Any of the following balances have a value greater than zero for the employee:

W2 401k

W2 403b

W2 408k

W2 501c

W2 Pension Plan

W2 Roth 401k

W2 Roth 403b

The type of plan in question and the employee's participation in it.

In most cases, Oracle Fusion accurately determines plan eligibility for Box 13. However, in some cases,

the employer must manually select the Eligible for Retirement Plan box on the employee's Reporting

Information card to enforce proper eligibility reporting. Refer to the subsections below for details.


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Defined Benefit Plan

For defined benefit plans (such as traditional pension plans), the employee is eligible for the retirement

plan if they qualify for employer funding into the plan, such as due to their age or years of service.

Note:

They are eligible even if they are not vested or ever collect benefits.

In cases where the employee is eligible, but their W2 Pension Plan balance is not greater than zero, you

must manually set the Eligible for Retirement Plan option on the employee's Reporting Information card

to Yes.

Defined Contribution Plan

For defined contribution plans (such as 401 (k), 403 (b), Roth 401 (k), Roth 403 (b), but not 457), the

employee is eligible for the retirement plan if all of the following are true:

The employee is eligible to contribute to the plan.

Either the employee or the employer has contributed funds to the plan during the current tax year.

Note:

This applies to contributions made for current tax year only. Contributions made during previous

years are not considered, even if the employee's account value grows due to gains in the

investments.

Refer to the following table for instructions on when the employer must manually enforce eligibility

through the employee's Reporting Information card:

Employee Eligible for

Contribution Plan

Employee

Contributes in

This Tax Year

Employer

Contributes in

This Tax Year

W-2 Box 13

Retirement

Plan

Must Select Eligible

for Retirement Plan

Field?

Yes No No Unchecked No

Yes Yes No Checked No

Yes No Yes Checked Yes

Tip:

In cases where there are multiple eligible employees not contributing, but the employer is contributing,

it may be difficult and time consuming to update the Reporting Information card for every employee.

Instead, if you are not already using the W2 Pension Plan balance, feed your employer match element to


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the balance. This results in the automatic selection of the W-2 Box 13 Retirement Plan box, and no

Reporting Information card configuration is required.

Third-Party Tax Filing Interface Configuration

Tax-Filing Setup for US ADP Transporter: Critical Choices

The following assumptions and configuration requirements exist for the Third-Party Quarterly Tax Filing

Extract:

ADP Configuration

Organizations and Locations

Balance Management

Reporting Information Card

Optional Configuration

ADP Configuration

Prior to running your first extract, if you are a new user to ADP Transporter, you must establish a feed

with ADP prior to any attempt to extract.

Organizations and Locations

When setting up your organizations and locations, you need to consider the following:

For locations in participating states:

1. Start the Manage Locations task.

2. Specify the Employer Unit Number under the United States Unemployment Reporting

Information section.

This value will be a three, four, or five digit number, depending on the state. Currently this is

required for New Mexico, Massachusetts, Minnesota, Iowa, and Michigan.

For Oracle Fusion tax reporting units (TRUs):

They are considered companies by ADP. The extract output file can include multiple batches,

each representing a TRU.

For each TRU, use the Manage Legal Reporting Unit Registrations to define the United States

Federal Tax jurisdiction. (Periodic reporting only)


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Enter the employer client ID number provided by ADP into the Fusion system:

1. Start the Manage Legal Reporting Unit HCM task.

2. Enter the employer client ID in the Client Identifier field in the Third-Party Interfaces context at

the Federal level.

This ID cannot be more than 14 characters long.

For California, you must provide the employees' Wage Plan Code.

o At the payroll statutory unit (PSU) level, use the Manage Legal Entity HCM Information task.

o At the TRU level, use the Manage Legal Reporting Unit HCM Information task. Enter the value in

the Wage Plan Code field at the Regional level.

The value you enter at TRU level overrides the value for the PSU. Both can be overridden for

individual employees on the reporting card.

For New Jersey, you must indicate your family leave insurance plan and disability plan types, and if

you are opting for private plans, provide the plan numbers. Use the Manage Legal Reporting Unit

HCM Information task to specify these values at the Regional level. If private plans are used, the

plan numbers are displayed on the employee W-2.

Balance Management

When setting up balances, consider the following:

When defining and managing balances, you must establish feeds for any balance you want to passon the file.

For a list of W-2 balances required for end-of-year reporting, refer to the Form W-2 Box Information

reference topic.

In addition to the W-2 balances, the following non-W-2 balances can also be passed on the file:

o Employer-Subsidized Meals

o Moving Expenses Paid to Third-Parties

o Qualified Transportation

o Sick Pay Wages

Reporting Information Card

Each employee must have a Reporting Information card with the calculation components properly

defined at both the state and federal levels.


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Probationary Code Identifies employees hired on a trial basis.

State Reporting Information Calculation Component Details (Regional Level)

For each state where the person is employed, create a Regional calculation component with the proper

state association. Under the Reporting Information calculation component details, you must set the

appropriate fields for these states:

State Field Name Notes

Alaska Geographic Code Two-digit code that identifies where the employee works.

Alaska Occupational

CodeSix-digit code that describes the activities of the employee.

CaliforniaWage Plan Code

Used to override the value specified at the payroll statutory unit

and tax reporting unit levels.

Maine, North

CarolinaSeasonal Code Identifies employees as seasonal workers.

VermontHealth Care

Status

Designates if the employee is considered covered or not

covered. Used in the calculation of Vermont health care

deduction reporting.

Optional Configuration

The following settings may be necessary, depending on your individual reporting requirements:

You can configure Box 14 of the employee W-2 to display state-specific deductions, such as:

o Maine Public Employees Retirement System contribution

o Maryland state retirement pickup amount

o New York domestic partner benefits


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To populate Box 14 for quarterly and year-end reporting:

1. Feed the appropriate W2 Box 14 balance.

2. Update the meaning of the corresponding lookup code of the

ORA_HRX_US_W2_BOX_14_USER_DFND lookup type.

Note:

Prior to the 8.11 patch bundle, this lookup type was titled US_W2 BOX 14 USER-DEFINED.

The text you type becomes the label text appearing on the W-2 Box 14.

Note:

You must reserve the W2 Box 14A balance for reporting the New York domestic partner benefits

contribution. For this contribution only, you do not need to update the lookup code meaning.

Oracle Fusion automatically configures the feeds and Box 14 labels for the following state

deductions. In these cases, no user action is required.

State Value Box 14 Label

Alaska State Unemployment Insurance AK SUI

California State Disability Insurance CA SDI

Hawaii State Disability Insurance HI SDI

Kentucky Boone County Occupational Tax BOONOC

Kentucky Boone County Mental Health

Tax

BOONMH

New Jersey State Disability Insurance DI

New Jersey Unemployment Insurance,

Workforce Development

Partnership Fund,

Supplemental Workforce Fund

UI/WF/SWF

New Jersey State Disability Insurance

Private Plan Number

DI P.P #


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New York State Disability Insurance NY SDI

Pennsylvania Local Services Tax PA LST

Rhode Island State Disability Insurance RI SDI

Depending on the transmission method you have chosen, you may have to change the name of the

output file prior to transmission to ADP. Refer to your ADP documentation for instructions and

guidelines.

Quarter-End Processing

Quarter-End Processing for the US: Explained

Quarter-end processing consists of the archival of data and the generation and submission of statutory

reports. When run during the fourth quarter, you may include them as part of your end-of-year

processing.

Elements of quarter-end processing are:

Quarterly Tax Reports

Quarter-to-Date Archive

Oracle Fusion Third-Party Tax Filing Interface

Other Quarterly Reports

Quarterly Tax Reports

Use either the Quarter-to-Date Archive process or the Oracle Fusion Third-Party Tax Interface to

generate the following tax reports:

Name DescriptionQuarter-to-

Date Archive

Third-Party Quarterly

Tax Filing Extract

Third-Party Monthly

Tax Filing Extract

State Quarterly

Wage Listing

(SQWL)


state unemployment

information.

No Yes

No


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State Monthly

Tax Report


monthly state tax

information.

Note: Required for Illinois only.

No No

Yes

Federal Form

941

Employer's quarterly

federal tax return.No Yes

No

Quarter-to-Date Archive

The Quarter-to-Date Archive is a payroll process that archives employee, employer, and tax data for a

quarterly tax period. Based on the selected payroll statutory unit or tax reporting unit, it captures datafor the following payroll actions:

R (Run)

Q (QuickPay)

B (Balance adjustment)

I (Balance initialization)

V (Reversal)

The Quarter-to-Date Archive uses the US State Quarter-to-Date Archive extract definition to gather this

information. Once completed, you can generate your reports from the Regulatory and Tax Reporting

work area.

Oracle Fusion Third-Party Tax Filing Interface

For employers using a third-party provider to generate and submit their tax reports (such as ADP

Transporter), Oracle has provided the Oracle Fusion Third-Party Tax Filing Interface. Use this to extract

your employee, employer, and tax data to an output file and submit it to your third-party provider for

report processing, generation, and submission.

Note:

You do not need to run the Quarter-to-Date Archive prior to using this interface.

Other Quarterly Reports

The following reports can be run on a periodic or, at a minimum, quarterly basis. They are not

dependent on the data gathered by the Quarter-to-Date Archive:


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Name Description

Statutory Deduction

Register Report

Provides information on total amounts paid for the various levels of your

organization for each payroll period. Used for payroll verification, validation, and

auditing purposes.

Gross-to-Net

Summary

Provides totals for the results calculated from payroll runs and payroll reversals

by elements of pay.

Run after each payroll run or, at the minimum, on a quarterly basis.

Year-End Archive Archiving Year-End Data for the US: Explained

For the purposes of reporting taxes and wages to the federal, state, and local governments, Oracle

Fusion Human Capital Management for the United States provides the Archive End-of-Year Payroll

Results process. This process captures all employee balances for a given year and tax reporting unit

(TRU) and archives them for year-end reporting.

Note:

When using the Third-Party Tax Filing Interface to submit your year-end data for reporting, you do not

need to run the quarter-end or year-end archive. The interface is not dependent on archived data.

The year-end data archival process consists of:

1. Running the Archive End-of-Year Payroll Results process.

2. Validating the archived data.

Once you have validated your data, you can run the W-2 Employee Report task to generate the

employee Form W-2s.

How do I archive changes I made to my payroll relationship?

If the payroll relationship was archived in a previous run, this data is not archived again. In order to

retrieve newly changed data for the payroll relationship, it may be necessary to retry the payroll

relationship in the previous run.


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End-of-Year Archive Validation for the US: Explained

Before you produce your end-of-year reports, run the following audits against the data captured by the

Archive End-of-Year Payroll Results process:

Report Description

W-2 Register Report Used for preprint verification, balance verification,

and exception verification. Depending on

configuration, it can provide:

Employee details

Tax reporting unit totals

Employee exceptions

Depending upon the output of this report, you may have to make adjustments to various balances.

Year-End Tax and Wage Reports

End-of-Year Tax and Wage Reports for the US: Explained

Oracle Fusion Human Capital Management for the United States provides support for the generation of

the following mandatory federal and state end-of-year reports.

EFW2 File

This is the file all employers submit electronically to the Social Security Administration (SSA), state,

county, and city authorities.

To report the W-2 information to the SSA, employers must use the Oracle Fusion Third-Party Quarterly

Tax Filing Extract. This extract generates and submits the tax information to a third-party reporting

provider, such as ADP, and they forward it to the proper tax authorities.

EFW2c File

This is the file submitted to the SSA if changes or corrections were made subsequent to the submission

of employee tax information to the SSA or third-party tax filing provider. It includes details on the

changes made to a previously reported W-2 or W-2c.

To report the W-2c information to the SSA, employers must run the Oracle Fusion Third-Party Quarterly

Tax Filing Extract. This extract generates an updated tax information file suitable for submission to a


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Quarterly Reporting

This extract uses payroll data to file quarter-end and year-end returns and, optionally, to print employee

W-2s. Use the Run Third-Party Quarterly Tax Filing Extract task to extract the payroll data to an output

file. This task includes employees with any action for the entire year, so year-to-date balances are

always included, even if no transaction occurred in the quarter being reported.

Monthly Reporting

This extract uses payroll data to file monthly state unemployment wages and taxes. Use the Run Third-

Party Monthly Tax Filing Extract task to extract the payroll data to an output file.

Currently, Illinois is the only state requiring this reporting.

Periodic Reporting

This extract uses payroll data captured by the periodic archive process to report tax liabilities on an as-

needed basis.

To run the periodic archive:

1. Use the Run Third-Party Periodic Tax Filing Extract task to extract the payroll data to an output file.

2. When selecting data for extract, use overlapping dates to ensure all appropriate payroll data is

captured.

Note:

The periodic extract file does not pass any year-to-date withheld amounts, so employers in Missouri

must apply for their tax credit directly from the Missouri tax authority.

Running the Third-Party Tax Interface: Worked Examples

Oracle Fusion Human Capital Management for the United States provides a tax filing interface for

customers who choose to out source their tax filing through ADP Transporter.

This third-party interface supports three reporting intervals for tax filing:

Quarterly

Monthly

Periodic

Note:

The Fusion application must be properly configured for tax interface reporting prior to running any

extract. Refer to “Tax-Filing Setup for US ADP Transporter: Critical Choices”, above.


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Quarterly Tax Reporting

This extract uses payroll data to file quarterly and annual returns and, optionally, to print employee W-

2s. Use the Run Third-Party Quarterly Tax Filing Extract task to extract the payroll data to an output file.

This task includes employees with any action for the entire year, so year-to-date balances are always

included, even if no transaction occurred in the quarter being reported.

1. From the Manage Regulatory and Tax Reporting work area, select the Run Third-Party Quarterly Tax

Filing Extract job for submission.

2. Specify the following values.

Field Name Description

Extract Tax Quarter The quarter you wish to report upon. Enter 3 for the third quarter.

Extract Tax Year The 4-digit year you wish to report upon. Enter 2011.

3. Submit the process.

4. Review the audit report for totals sent on the file.

5. Upload the tax file to ADP Transporter.

Monthly Tax Reporting

For those states that require monthly reporting, this extract uses payroll data to report state

unemployment wages and taxes on a monthly basis. Use the Run Third-Party Monthly Tax Filing Extract

task to extract the payroll data to an output file. Currently, Illinois is the only state requiring this

reporting.

Note:

You do not need to generate this extract on months when you are creating the quarterly extract.

1. From the Manage Regulatory and Tax Reporting work area, select the Run Third-Party Monthly Tax





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Month The month you wish to report upon. Enter 2 for February.

Year The 4-digit year you wish to report upon. Enter 2011.

3. Submit the process.

4. Review the audit report for totals sent on the file.


Periodic Tax Reporting

This extract uses payroll data captured by the periodic archive process to report tax liabilities on an as-

needed basis. Use the Run Third-Party Periodic Tax Filing Extract task to extract the payroll data to an

output file.

1. Run the necessary prerequisites for the Periodic Archive process (such as, payroll and prepayments).

2. Run the Periodic Archive process.

3. From the Manage Regulatory and Tax Reporting work area, select the Run Third-Party Periodic Tax




Periodic Extract Start

DateStart date of the reporting period. Enter 3/1/2011.

Periodic Extract End DateEnd date of the reporting period. Enter either 3/15/2011 or

3/31/2011.

5. Submit the process. Upon successful completion, two output files are created: the tax file and anaudit report.

6. Review the Audit report for totals sent on the file.

The extract file contains columns for both male and female employees. The Periodic extract does

not use the Male count, and values in this column are always zero. The Female column represents

the total count of all employees.


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Troubleshooting the Tax-Filing Interface: Examples

The Oracle Fusion Tax-Filing Interface keeps no records of what files you send to your business

outsourcing solutions provider or when you send them. It is up to you to ensure the accuracy of the

Oracle Fusion Human Capital Management for the United States data you capture and upload to your

provider. The data maintained in Fusion must remain your source of truth.

Correcting Data After Periodic Archive Processing

For periodic tax filing, if you find an error in your payroll data after you have run the periodic archive,

but before you have submitted the extract process, you must:

1. Roll back the periodic archive.

2. Correct your information.

3. Rerun the archive process.

4. Run the tax-filing extract process.

Correcting Data Before Upload

In this case, you need to make corrections to your payroll data, but you have already generated the

extract file. If you have not yet uploaded the file to your provider, you must:

1. For periodic tax filing, roll back the tax-filing extract process and the periodic archive.

Note:

This assumes you have not run any post processes that are dependent on the periodic archive (such

as the payslip).

2. Correct your information.

3. For periodic tax filing, rerun the periodic archive process (periodic tax filing only).

4. Run the tax-filing extract process.

Correcting Data After Upload

Once you have uploaded your tax-filing extract to your provider, you must work with them to resolve

issues and correct any errors. You must also ensure all corrections are reflected in the data maintained

in Fusion.


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Periodic Extract Employee Count Columns

The values of the Male and Female employee count columns in the Periodic extract fi le may appear

incorrect. The extract does not use the Male count, so values in this column are always zero. The Female

column represents the total count of all employees.

ADP Rejects Extract Output File

If ADP rejects the output file due to invalid formatting, check the file for blank rows. If blank rows exist,

download and save the extract from Oracle Fusion using a different browser other than Internet

Explorer 9.0.

Updating Year-End Tax Data: Examples

In the course of preparing and processing your year-end tax data for reporting, if you determine that

changes or corrections are needed, how you uptake those changes into your year-end reports depends

on where you are in the process:

After year-end archive

After draft employee Form W-2 generation

After final employee Form W-2 generation

After employee Form W-2 distribution

After third-party tax-filing vendor's submission deadline

After Year-End Archive

If you make changes to your employee data subsequent to running the year-end archive, you can

update the archive, assuming:

You haven't generated the Form W-2 by running the Run W-2 Employee Report process

Your third-party tax-filing vendor's deadline for accepting 4th

quarter tax files has not yet passed

To do this:

1. Make your changes to the tax data.

2. Roll back and rerun the Archive End-of-Year Payroll Results process to capture your changes.

3. Run the W-2 Register report to review your year-end data.

4. Use the Run W-2 Employee Report process to create your employee W-2s.


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5. If you have not already done so, use the Third-Party Quarterly Tax Filing Extract to process your tax

data and submit the 4th

quarter tax file to your vendor.

If you have already submitted the file, you must resolve the tax data changes with the vendor.

Depending on the data changed and the scope of the change, options include:

In most cases, you can regenerate a 4th

quarter tax file and submit to the provider. The vendor

will determine what changes were made and submit file EFW2 to the appropriate agencies.

For corrections to data that is not passed in the tax file, such as registration IDs, contact the

vendor to determine the best action.

After Draft Employee Form W-2 Generation

The Run W-2 Employee Report process provides a Draft mode so you can create sample Form W-2s for

testing and verification purposes. As this mode is for testing only, it is assumed:

You have successfully run the Run W-2 Employee Report process in Draft mode.

You haven't issued the draft Form W-2s to your employees.

Your third-party tax-filing vendor's deadline for accepting 4th

quarter tax files has not yet passed.

After reviewing these reports, if you determine that changes are necessary:


2. Roll back the Run W-2 Employee Report process.

3. Roll back the Archive End-of-Year Payroll Results process.

4. Rerun the archive to capture your updated data.


6. Run the Run W-2 Employee Report process:

You have successfully run the Run W-2 Employee Report process in Draft mode.

If you feel additional checks may be necessary, run this process in Draft mode again and repeat

your review.

If you are certain the Form W-2 is ready for employee distribution, run this process in Final

mode and distribute the forms to your employees.





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In most cases, you can regenerate a 4th

quarter tax file and submit to the provider. The vendor




After Final Employee Form W-2 Generation

If changes to your year-end tax data are necessary after you have run the Run W-2 Employee Report

process in Final mode, you can update the forms with the changes, assuming:

You haven't issued the Form W-2 to your employees.

Your third-party tax-filing vendor's deadline for accepting 4th quarter tax files has not yet passed.

To do this:


2. Roll back the Run W-2 Employee Report process.

3. Roll back the Archive End-of-Year Payroll Results process.

4. Rerun the archive to capture your updated data.


6. Run the Run W-2 Employee Report process.

If you feel additional checks may be necessary, run this process in Draft mode and repeat your

review.

If you are certain the Form W-2 is ready for employee distribution, run this process in Final

mode and distribute the forms to your employees.






In most cases, you can regenerate a 4th quarter tax file and submit to the provider. The vendor



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After Employee Form W-2 Distribution

If changes to your year-end tax data are necessary, and you have already generated and issued theemployee W-2s, you must create Form W-2c to report the new tax data.

To do this:


2. Create and issue the W-2cs to your employees.

3. Employers using the Third-Party Quarterly Tax Filing Extract to process their tax data through a third

party must resolve the data error with the vendor. Depending on the data changed and the scope of

the change, options include:

In most cases, the employer must rerun the 4th

quarter tax file and submit to the third-party

provider. The vendor will determine what changes were made and submit file EFW2c to the

appropriate agencies.

In cases where only one employee is impacted, an amendment may be possible. Contact the




After Third-Party Tax-Filing Vendor's Submission Deadline

If the deadline for submitting tax files to your vendor has passed, you will no longer be able to update

the EFW2 file or employee Form W-2s with new information. Instead, you must create Form W-2c to

report the changes.

To do this:


2. Generate and submit an updated 4th quarter file to your vendor. They will determine what changes

were made and file the proper amended returns to the appropriate agencies.

3. Create and issue the W-2cs to your employees.

Troubleshooting Year-End Tax Data for the US: Examples

When archiving your year-end data and generating the files and forms, you may encounter the following

conditions.


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Correct Information All values filled with zeros.

Second Form W-2c:

W-2c Box Label Data Entered

Box c Correct tax year.

Previously Reported All values filled with zeros.

Correct Information Money amounts as they were reported in the

original Form W-2 or W-2c.

Incorrect Employer Identification Number on W-2

If the incorrect employer identification number (EIN) was reported on your employee W-2s, proceed

with the normal W-2c process. When you do so, the application creates two Form W-2cs for distribution

to the employee:

First Form W-2c:


Box b Federal EIN as it was reported in the original

Form W-2 or W-2c.

Previously Reported Money amounts as they were reported in the


Correct Information All values filled with zeros.

Second Form W-2c:


Box b Employer's correct federal EIN.


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Previously Reported All values filled with zeros.

Correct Information Money amounts as they were reported in the


Correcting Form W-2 Data: Decision Support

When changes to tax data are necessary, you have the following options on how to report them,

depending on the timing of the changes:

Updated Form W-2

Form W-2c

Updated fourth quarter tax file

Updating Employee W-2

If you have not yet issued Form W-2 to your employees, and the deadline for submitting your year-end

tax file to your third-party tax-filing vendor has not yet passed, you can simply update and regenerate

your employee W-2:


2. Rollback the Run W-2 Employee Report process.

3. Roll back and rerun the Archive End-of-Year Payroll Results process to capture your changes.

If your changes impact relatively few employees, you can instead perform a retry of the archive

against the selected people.

4. Retry the archive to capture your updated data.


6. Run the Run W-2 Employee Report process.

Run it in Draft mode if you want to perform additional checks before distribution. Run it in Final

mode if you are ready for employee distribution.







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In most cases, you can regenerate a 4th quarter tax file and submit to the provider. The vendor




Creating Form W-2c

If you made changes or corrections to your year-end tax data after having sent the electronic data files

to the Social Security Administration (SSA) or a third-party tax filing provider, you must create and issue

Form W-2c to report the new data. Form W-2c reports changes to:

Form W-2

Previous Form W-2c

To create Form W-2c:

1. Make the necessary data changes in the Oracle Fusion application.

2. Run the W-2c Archive Process to archive the data changes.

3. Run the W-2c Employee Report to generate Form W-2c suitable for issuing to the employee

electronically or by print.

Note:

The delivery method used is the same as for Form W-2.

4. Use the Third-Party Quarterly Tax Filing Extract to create an updated 4th

quarter data file, andsubmit it to the third-party tax filing vendor.

Updating Fourth Quarter Tax File

Employers using the Third-Party Quarterly Tax Filing Extract to process their tax data through a third

party must send an updated 4th

quarter tax file to the vendor.

The vendor determines what changes were made, and depending on whether their deadline for

accepting updated tax files has passed, they submit either file EFW2 or EFW2c to the appropriate

agencies.

Year-Begin Preparation

Begin-of-Year Processing for the US: Explained

Your begin-of-year preparations involve the follow tasks:


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Federal Tax Exemptions and Allowances

Indiana County Taxes

Occupational or Head Tax Exemptions

State Unemployment Insurance Rate Updates

Payroll Definition Updates

Legislative Limit Confirmation

Federal Tax Exemptions and Allowances

Employees use the Manage Tax Withholding task from their Portrait to specify their W-4 exemptions

and allowances. As their federal tax exemption status expires after a year, they must submit new Form

W-4s by the IRS deadline to renew them.

You may need to issue reminders to your employees to renew their exemptions.

Note:

You must manually update each federal tax exemption. The application does not automatically end date

exemptions that are allowed to expire.

To update an employee's exemptions based on their W-4:

1. Start the Manage Calculation Cards task.

2. Search for the relevant employee, and select their Employee Withholding Certificate.

3. Select Federal in the Calculation Card Overview section.

4. Specify the proper effective date.

5. Click Action, and select Update.

6. Specify the appropriate exemptions.

7. Update the number of allowances if they have changed.

8. Save and submit your changes.

Indiana County Taxes

For employees working or living in Indiana, you must specify their resident and work counties as of

January 1 on their tax card. Any changes to their addresses must be reflected on the card before you run

the first payrolls of the calendar year.


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To specify the Indiana work or residence county for individual employees:



3. Select Regional and then IN in the Calculation Card Overview section.



6. Specify the following parameters:

Indiana County of Principal Employment as of

January 1

Select the county in which the employee has

been employed as of January 1.

Indiana County of Residence as of January 1 Select the county in which the employee has

been living as of January 1.

7. Submit your changes.

Note:

You can opt to use Batch Loader functionality to update large numbers of employees.

Occupational or Head Tax Exemptions

Employees working in states with annual occupational or head taxes may seek exemption (such as the

Pennsylvania Local Services Tax). If granted, they must provide you with their paperwork at the

beginning of the calendar year.

To specify the occupational or head tax exemption for individual employees:



3. Select Regional and then the state in the Calculation Card Overview section.



6. Specify the following parameters:


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Exempt from Occupational or Head Tax Select Yes.

Select No when the exemption is revoked.

7. Submit your changes.

State Unemployment Insurance Rate Updates

The unemployment insurance divisions of the states in which you employ workers may change their

state unemployment insurance (SUI) rates for the new year. You must uptake these changes on your

Organization Calculation card as soon as you have received them.

To change your SUI rates:

1. Start the Manage Legal Reporting Unit Calculation Cards task.


3. In the Calculation Card Overview section, select Regional.

4. In the Calculation Components table, select the State Unemployment row for the appropriate state.

5. In the State Unemployment: Details table, select the Enterable Calculation Values on Calculation

Cards tab.

6. Select the State Unemployment Employer Experience Rate row, and clickEdit and then Update.

7. Specify the new SUI rate in the Rate field, and click OK.

8. Click Done.

Although these rates are not normally published until February, for most states they become effective

on January 1. For those states, you must set a SUI self-adjustment method as well.

For states that implement their new rates on January 1:

1. In the Calculation Card Overview section, select Regional.

2. In the Calculation Components table, select the State Unemployment row for the appropriate state.

3. In the State Unemployment: Details table, select the Calculation Component Details tab.

4. Select the State Unemployment Organization Information row.

Add it if it does not already exist.

5. Specify the self-adjustment method.


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6. Click Save and Done.

Payroll Definition Updates

Use the Manage Payroll Definitions task to verify the payroll calendar dates for the coming calendar

year.

Legislative Limit Confirmation

Use the Manage Calculation Value Definitions task to confirm the predefined legislative limits, such as:

State Unemployment Wage Limit

Social Security Limit

401 (k) Limit

Appendix A: EOY Reports and Processes

Archive End-of-Year Payroll Results

For the purposes of reporting taxes and wages to the federal, state, and local governments, Oracle

Fusion Global Payroll provides the Archive End-of-Year Payroll Results process. This process captures all

employee balances for a given year and tax reporting unit (TRU) and archives them for year-end

reporting. Running this process is a prerequisite to generating end-of-year tax forms, such as the US

Form W-2.

From the Regulatory and Tax Reporting work area, start the Archive End-of-Year Payroll Results ESS job.

Prerequisites

Ensure you have properly configured the federal and state registrations through the Manage Legal

Reporting Unit Registrations task.

Ensure you have used the Manage Legal Reporting Unit HCM Information task to properly configure the

W-2 information for each of your TRUs.

Ensure you have used the Manage Balance Definitions task to configure the balance feeds for your W-2

boxes.

Ensure you have properly configured your employees' Employee Withholding Certificate and Reporting

Information cards through the Manage Calculation Cards task.

Ensure you have provided the following values for each employee:

Full name


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Social Security Number

Mailing address or home address

Process Parameters

Payroll Flow

Meaningful name for the payroll flow.

Process End Date

Last day of the reporting year, December 31.

Payroll Statutory Unit

Payroll statutory unit (PSU) you are archiving. The process archives the year-end data of employees

belonging to this PSU only.

Tax Reporting Unit

TRU you are archiving. The process archives the year-end data of employees belonging to this TRU only.

This is an optional field.

Process Start Date

First day of the reporting year, January 1.

Reporting Reference Code

This is an optional field.

This field i