Understanding Tax History Review

When you review tax history, you can review detail history or summary history. Review summary history when you need to review monthly balances and year-to-date amounts. Review detail history when you need to review this information by payment.

When you review tax history, you might discover an error that you need to correct. If the user account has the necessary security permission, you can manually revise the history to correct the error. However, you generally use interim payments to correct tax history. Using interim payments to update history information creates an audit trail and ensures that all payroll and accounting history tables are updated correctly.

Note: After the pre-payroll process, when an employee's tax history type is changed, the system uses the new tax history type from the Payment File table (F07350) and updates the tax history type in the F06136, F06146, F06156 and F06166. The tax history type automatically updates the F06136, F06146, F06156, F06166, F06136A, F06136B, F06166A, & F06166B when you run the final update. For the Canadian employees, the tax history type updates F0713 and F0716 tables.

Note: The system calculates School District taxes for different School District codes individually. Therefore, you must enter School District taxes individually. For example, if an employee has different school districts within the same city, which means the same Geo Code, the system will calculate the school district tax for that employee with the tax type 'N'. The tax type 'N' bifurcates the taxes calculated for individual districts.

Important: Payroll history programs require the highest possible level of system security.

When you revise payroll history manually, be aware of these points:

• The system does not update the JD Edwards EnterpriseOne General Accounting system.

• You must manually enter the appropriate journal entries.

• The system does not create an audit trail of the changes that you enter when you revise history manually.

• The summary totals does not equal the detail totals unless you process repost programs to update summary tables.