Understanding Tax History Integrity
After you process a payroll cycle, you should verify the integrity of the tax history. You use this history for:
Government reports
Year-end forms
Internal reporting purposes
To verify tax history integrity, run the Tax History Integrity report. This report identifies missing, inaccurate, or incomplete information in the Tax History table (F06136). You should regularly verify the integrity of the taxation history to ensure that the correct information appears on the quarterly tax reports and employees' year-end forms.
To identify taxation integrity errors, you first run the Tax History Integrity report in proof mode so that you can research errors and enter any manual corrections before you update the table. When you run the integrity report in proof mode, the system identifies possible errors, but does not change any information in the history table. Running the integrity report in update mode automatically corrects some errors.
To help determine the action that you must take to correct integrity errors, review an explanation of the error code from the error code list found later in this chapter.
To correct taxation integrity errors, use history revision forms to enter manual corrections, and then run the Tax History Integrity report in update mode. When you run an integrity report in update mode, the system corrects information in the Tax History table and generates a report that indicates the errors that could not be corrected. Review all of the errors, correct them as instructed, and rerun the integrity report until all of the errors are corrected. (Some entries on the report might reflect valid conditions for the data.)
To simplify the process of regularly verifying the payroll history integrity, you can set up the integrity reports to run during the final update step of each payroll cycle. The versions of these reports that you run during final update should be set up to run in proof mode. You should also run these reports monthly, quarterly, and before you begin year-end processing.
To complete the tax history integrity tasks, you must:
Run the report first in proof mode to identify the errors.
Run the report again in update mode to correct the errors.
Run the report a final time in proof mode to verify that all updates were performed.