Converting Tax Balances for Employees Paid in Multiple Jurisdictions

The TAX911LD SQR:

  • Identifies employees who were paid in multiple jurisdictions (United States, Puerto Rico, American Samoa, Guam, or the U.S. Virgin Islands) in the same tax year.

  • Allocates earnings and/or deductions to the correct jurisdiction's year-end data record based on the employee check detail.

The SQR selects only check detail because Payroll for North America does not track earnings and deductions by jurisdiction, except from PS_PAY_DED on each check. The DED_BAL tables do not store this level of detail.

To resolve this issue manually (not using the TAX911LD SQR), determine which earnings and deductions must be reported by each jurisdiction. These earnings and deductions can be found on the Tax Form Definition table for boxes 12 and/or 14. Update the PS_YE_AMOUNTS table by indicating the territory in the State field and the amount of the earnings or deductions in the appropriate boxes 12 and/or 14.

The available values in the State field are:

  • $U: U.S.

  • $UAS: American Samoa

  • $UGU: Guam

  • $UPR: Puerto Rico

  • $UVI: Virgin Islands

If the TAX910LD or TAX911LD are run after the manual changes, your data will be overwritten.

Note:

You must run TAX911LD immediately following each and every run of TAX910LD.