Tax Reports (TAX)

The table in this topic lists and describes PeopleSoft Payroll for North America tax reports.

Report ID and Report Name	Description	Navigation	Run Control Page
TAX001 Tax Deposit Summary	Produces pay period details of federal, state, and local taxes that are withheld from employees, and liabilities incurred for employer-paid taxes. Also shows the FUTA (Federal Unemployment Tax Act) Credit Reduction amounts by company and by state. See TAX001 - Tax Deposit Summary.	Payroll for North America, and then Pay Period Tax Reports USA, and then Tax Deposit Summary, and then Tax Deposit Summary Report	RUNCTL_PAYINIT2
TAX002LC Quarterly Local Tax Summary - Employee Detail	Produces a summary report of employee QTD local wages and withholding. This report lists employees by SSN and name.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then Local Tax Summary, and then Local Tax Summary	PRCSRUNCNTRL
TAX003CN Tax Submission Summary	Produces a report that summarizes tax submission data, sorted by payroll account number. See (CAN) TAX003CN - Tax Submission Summary.	Payroll for North America, and then Regulatory Reports CAN, and then Tax Submission Summary, and then Tax Submission Summary Report	RUNCTL_PAYINIT
TAX004 Multiple Worksite	Produces a listing of each tax location, that is used to calculate the employees work taxes. The tax location is considered a worksite when completing the information on the federally mandated Multiple Worksite report (BLS-3020) or state variations. See TAX004 - Multiple Worksite.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then Multiple Worksite, and then Multiple Worksite Report	RUNCTL_QTR_YR_PAY
TAX004ST Employee Count	Produces a report of employment count totals, sorted by gender, as of the 12th of each month in the quarter for the states of Connecticut, Maine, New Jersey, and Vermont.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then Employee Count, and then Employee Count Report	RUNCTL_TAX004ST
TAX007 Quarterly Federal Tax Summary	Produces a report by employee, quarter-to-date (QTD), federal withholding, Federal Insurance Contributions Act (FICA), and unemployment taxes, and includes state-specific FUTA (Federal Unemployment Tax Act) Credit Reduction gross and tax amounts. It lists employees by social security number (SSN) and name, and it provides page and company totals.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then Federal Tax Summary, and then Federal Tax Summary Report	PRCSRUNCNTRL
TAX008 Quarterly State Tax Summary	Produces a summary report of employee QTD state withholding, disability, and unemployment taxes. It lists employees by SSN and name, and it provides page and company totals.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then State Tax Summary, and then State Tax Summary Report	PRCSRUNCNTRL
TAX009 Local Tax Deposit Summary	Provides a tax summary report of local taxes withheld, and provides more detail than TAX001. This pay period report lists total taxes withheld for residents and nonresidents separately for each locality. It lists the number of employees in each category and counts only once those employees who receive more than one check.	Payroll for North America, and then Pay Period Tax Reports USA, and then Local Tax Deposit, and then Local Tax Deposit Report	RUNCTL_PAYINIT2
TAX010AL Alabama Exempt Overtime Report	Produces a report listing total dollar amounts of overtime paid during the period which was exempt from Alabama taxation, and total number of full-time hourly employees who received such overtime pay. Run the report monthly or quarterly. See Setting Up Alabama Overtime Tax Exemption Reports.	Payroll for North America, and then Pay Period Tax Reports USA, and then Alabama Tax-Exempt Overtime, and then Alabama Tax-Exempt Overtime Payroll for North America, and then Pay Period Tax Reports USF, and then Alabama Tax-Exempt Overtime, and then Alabama Tax-Exempt Overtime	RUNCTL_TAX010AL
TAX010FD Tax Summary - Federal	Produces a summary report of period-to-date federal income tax, Advance EIC payments, OASDI, OASDI tips, Medicare, Medicare tips, Additional Medicare, Federal Unemployment Insurance and Non Resident Alien Tax 1042. Run the report monthly or quarterly.	Payroll for North America, and then Pay Period Tax Reports USA, and then Federal Tax Summary, and then Federal Tax Summary Report	RUNCTL_TAX010FD
TAX010FT Quarterly Federal Unemployment Tax Summary Report	Produces a Federal Tax Summary Report for both Federal unemployment tax and state-specific FUTA credit reduction amounts. Run the report monthly or quarterly.	Payroll for North America, and then Pay Period Tax Reports USA, and then FUTA Tax Summary	RUNCTL_PAYINIT2
TAX010HA Tax Summary - HIRE Act	Produces a summary report with negative dollar amounts for employer OASDI taxes on wages and tips. Run the report monthly or quarterly.	Payroll for North America, and then Pay Period Tax Reports USA, and then Federal Tax Summary, and then Federal Tax Summary Report	RUNCTL_TAX010FD
TAX010HB Tax Summary - EE Offset	Produces a summary report negative dollar amounts for employee OASDI taxes on wages and tips. Run the report monthly or quarterly.	Payroll for North America, and then Pay Period Tax Reports USA, and then Federal Tax Summary, and then Federal Tax Summary Report	RUNCTL_TAX010FD
TAX010ST Tax Summary - State	Produces a summary report of period-to-date income tax withheld, disability, and unemployment taxes at the state and local levels. Run the report monthly or quarterly.	Payroll for North America, and then Pay Period Tax Reports USA, and then State Tax Summary, and then State Tax Summary Report	RUNCTL_TAX010ST
TAX010PA PA Local Services Tax Report	Produces a summary report of period-to-date local services taxes deducted for Pennsylvania.	Payroll for North America, and then Pay Period Tax Reports USA, and then Tax Summary-PA LST, and then Tax Summary Report-PA LST	RUNCTL_TAX010PA
TAX011PA PA Earned Income Tax Report	Produces a summary report of period-to-date earned income taxes deducted for Pennsylvania. A tax balance record.	Payroll for North America, and then Pay Period Tax Reports USA, and then Tax Summary-PA EIT, and then Tax Summary Report-PA EIT	RUNCTL_TAX011PA
TAX012 Ohio Local Tax Reconciliation	Provides the information for completing the Ohio Form W-3 and local variations. See TAX012 - Ohio Local Tax Reconciliation.	Payroll for North America, and then Pay Period Tax Reports USA, and then Reconciliation-Ohio Local, and then Reconciliation-Ohio Local Report	RUNCTL_MO_QTR_YR
TAX014 Federal Liability by State	Produces a report of federal withholding and liability (ER and EE FICA plus withholding) for each state. Use this report to determine when to deposit state withholding in those states that associate the frequency of state deposits with the employer's schedule for federal tax deposits. Run TAX014 after each pay period. It inserts a grand total and totals for company, pay period, and check date.	Payroll for North America, and then Pay Period Tax Reports USA, and then Federal Liability by State, and then Federal Liability by State Report	RUNCTL_PAYINIT2
TAX015 Quarterly Tax Balances Audit	Produces a report that compares the employee QTD tax balance with the sum of Tax Detail records from each payroll run for each tax class and tax jurisdiction, making it possible to verify that system computations are correct for these balances. (E&G) 1042 balances appear if the Include 1042 Balances check box is selected on the Tax Balance Audit run control page. See TAX015 - Quarterly Tax Balances Audit.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then Tax Balance Audit, and then Tax Balance Audit	RUNCTL_QTR_YR_PAY
TAX016 Employees Default Tax Data Report - U.S.	Produces a listing of the auto-generated data created by the system, such as the employee's hire date, federal tax status, state tax status and allowances, and local allowances and residence locality for U.S. employees. See TAX016 - Employees Default Tax Data.	Payroll for North America, and then U.S. Annual Processing, and then Year-End/New Year Preparation, and then Default Tax Data Report, and then Default Tax Data Report	RUNCTL_FRMTHRU_PAY
TAX016A 1099-R Payees Default Tax Data	Produces a list of auto-generated tax data created by the system, such as the federal tax status, state tax status and allowances, and local allowances and residence locality for U.S. payees in 1099-R companies. See TAX016A - Payees Default Tax Data.	Payroll for North America, and then U.S. Annual Processing, and then Year-End/New Year Preparation, and then Default Tax Data Report, and then Default Tax Data Report	RUNCTL_FRMTHRU_PAY
TAX016CN Default Tax Data Report - Canada	Produces a listing of the auto-generated data by the system, such as the employee's hire date, default net claim amounts from the Canadian tax tables, and provincial tax credit amounts from the Canadian Income Tax Data record. See (CAN) TAX016CN - Default Tax Data.	Payroll for North America, and then Year-End Processing CAN, and then Year-End/New Year Preparation, and then Default Tax Data Report, and then Default Tax Data Report	RUNCTL_FRMTHRU_PAY
TAX017 Quarterly State Unemployment Tax Verification	Produces a report to verify that the appropriate employer unemployment tax for the quarter being reported has been calculated and posted to employees' Tax Balance records. See TAX017 - Quarterly State Unemployment Tax Verification.	Payroll for North America, and then U.S. Quarterly Processing, and then Quarterly Reports, and then State Unemployment Tax Report, and then State Unemployment Tax Report	RUNCTL_TAX017
TAX018 Employee Check Information	Produces a listing of individual employee pay check information.	Payroll for North America, and then Payroll Processing USA, and then Produce Checks, and then Employee Check Information, and then Employee Check Information Payroll for North America, and then Payroll Processing CAN, and then Produce Cheques, and then Employee Cheque Information, and then Employee Cheque Information Payroll for North America, and then Payroll Processing USF, and then Produce Checks, and then Employee Check Information, and then Employee Check Information	RUNCTL_TAX018
TAX019 Tax Information	(USA) Produces an individual listing of the tax withholding information for employees and payees (in 1099-R companies). (CAN and USF) Produces an individual listing of the tax withholding information for employees. See TAX019 - Tax Information.	Payroll for North America, and then Employee Pay Data USA, and then Tax Information, and then Tax Information Report, and then Tax Information Report Payroll for North America, and then Employee Pay Data CAN, and then Tax Information, and then Employee Tax Information Rpt, and then Tax Information Report Payroll for North America, and then Employee Pay Data USF, and then Tax Information, and then Employee Tax Information Rpt, and then Tax Information Report	RUNCTL_TAX019
TAX020 FUTA Credit Reduction Tax (Federal Unemployment Tax Act credit reduction	Produces a report that lists all employee tax balance occurrences for the tax year where an adjustment is required to make YTD Tax = (YTD Taxable Gross x Credit Reduction Rate). You normally run this at year-end, but you can run it at other times to verify data.	Payroll for North America, and then U.S. Annual Processing, and then FUTA Reporting, and then FUTA Credit Reduction Tax, and then FUTA Credit Reduction Tax	RUNCTL_TAX020
TAX030 Form 1042-S Tax Liability Data by Pay Period	Produces tax liability 1042 data for a company and period that you specify.	Payroll for North America, and then Pay Period Tax Reports USA, and then Form 1042 Audit, and then Form 1042 Audit	RUNCTL_TAX030
TAX100 W-4 Exemptions Report	Produces a listing of all employees whose U.S. Tax Data records indicate that they are exempt from federal income tax withholding (W-4). See TAX100 - W-4 Exemptions Report.	Payroll for North America, and then U.S. Annual Processing, and then Year-End/New Year Preparation, and then W-4 Exemptions Report, and then W-4 Exemptions Report	RUNCTL_TAX100
TAX100CN Exemption Report	Produces a listing of all employees whose Canadian or Quebec Tax Data records indicate that they are exempt from income tax withholding, exempt from unemployment insurance payments, exempt from Quebec Parental Insurance Plan premiums, or have fewer than 12 months subject to Canada or Quebec Pension Plan contributions. See (CAN) TAX100CN - Exemption.	Payroll for North America, and then Year-End Processing CAN, and then Year-End/New Year Preparation, and then Exemption Report, and then Exemption Report	RUNCTL_TAX100CN
TAX101CN EI Rebate (Employment Insurance rebate)	Produces a listing of information for employers with private income replacement plans. See (CAN) TAX101CN - EI Rebate.	Payroll for North America, and then Regulatory Reports CAN, and then EI Rebate, and then EI Rebate Report	RUNCTL_TAX101CN
TAX102CN Health Insurance Premium	Produces a report of calculated health insurance premiums for provinces with a health insurance tax levied as a percent of payroll: Manitoba, Newfoundland, Ontario, and Quebec. See (CAN) TAX102CN - Health Insurance Premium.	Payroll for North America, and then Regulatory Reports CAN, and then Health Insurance Premium, and then Health Insurance Premium Report	RUNCTL_TAX102CN
TAX103 Reset W-4 Exempt List	Produces a listing of employees who have not yet filed a new Form W-4 by the due date to continue their tax exemption status. If the report is run in update mode, it will insert a new tax record to reset the special withholding tax status and tax status.	Payroll for North America, and then U.S. Annual Processing, and then Year-End/New Year Preparation, and then Reset W-4 Exempt List, and then Reset W-4 Exempt List	RUNCTL_TAX103
TAX103CN Update Source Deductions	Produces a listing of employees who have not yet filed a new form. It updates federal, Quebec, and provincial basic source deductions for employees by generating a new Canadian Income Tax Data record for each employee who is active as of the effective date specified.	Payroll for North America, and then Year-End Processing CAN, and then Year-End/New Year Preparation, and then Update Source Deductions, and then Update Source Deductions	RUNCTL_TAX103CN
TAX105CN Employer Contribution to CNT (employer contribution to Commission des Normes du Travail)	Produces a report of the calculated annual payment of the contribution to the financing of the CNT by employers with employees working in the province of Quebec.	Payroll for North America, and then Regulatory Reports CAN, and then Employer Contribution to CNT, and then Employer Contribution to CNT	PRCSRUNCNTL
TAX107 W-4 Audit Report	Produces a listing of all employees who either created or updated their W-4 information through self-service.	Payroll for North America, and then U.S. Annual Processing, and then Year-End/New Year Preparation, and then W-4 Audit Report, and then W-4 Audit Report	RUNCTL_TAX107
TAX108 W-4 Print Self-Service	Produces a printed version of the electronic Form W-4 information submitted by the employee in the PeopleSoft ePay self-service transaction.	Payroll for North America, and then Payroll Processing USA, and then Pay Period Reports, and then W-4 Print - Self Service, and then W-4 Print - Self Service Payroll for North America, and then Payroll Processing USF, and then Pay Period Reports, and then W-4 Print - Self Service, and then W-4 Print - Self Service	RUNCTL_TAX108
TAX109 SSN Verification (social security number verification)	Creates an electronic file that you can use to submit employee name and SSN information to the Social Security Administration for verification.	Payroll for North America, and then US Annual Processing, and then Year End/New Year Preparation Pay Period Reports, and then Employee SSN Verification Payroll for North America, and then Payroll Processing USF, and then Pay Period Reports, and then Employee SSN Verification	RUNCTL_TAX109
TAX516AZ Arizona Tax Percentage Update	Updates Arizona employees' tax percentages. See (USA) TAX516AZ - Arizona Tax Percentage Update.	Payroll for North America, and then Periodic Payroll Events USA, and then Mass Employee Updates, and then Update Mass Tax Data, and then Update Mass Tax Data Payroll for North America, and then Periodic Payroll Events USF, and then Mass Employee Updates, and then Update Mass Tax Data, and then Update Mass Tax Data	RUN_MASS_EE_UPD
TAX516OK Oklahoma Marital Status Update	Change Oklahoma state tax status from B to the employee's federal tax status value. Note: TAX516OK.SQR was delivered specifically for Oklahoma withholding tax effective January 1, 2006. It has no general purpose.	Payroll for North America, and then Periodic Payroll Events USA, and then Mass Employee Updates, and then Update Mass Tax Data, and then Update Mass Tax Data Payroll for North America, and then Periodic Payroll Events USF, and then Mass Employee Updates, and then Update Mass Tax Data, and then Update Mass Tax Data	RUN_MASS_EE_UPD
TAX5162T 2 Tiered Suppl Adj Pgm (two-tiered supplemental adjustment program)	Update the special accumulator that tracks taxable wages to calculate taxes when the employee is paid over 1 million USD. See (USA) TAX5162T – Two-Tiered Supplemental Adjustment Program.	Payroll for North America, and then Periodic Payroll Events USA, and then Mass Employee Updates, and then Two-Tier Supplemental Data, and then Update Two-Tier Supplemental Data Payroll for North America, and then Periodic Payroll Events USF, and then Mass Employee Updates, and then Two-Tier Supplemental Data, and then Update Two-Tier Supplemental Data	RUNCTL_MASS_UPD2
TAX702 Federal/State Tax Table	Produces a report of the State Tax table and the State Other Tax table, which store the most current tax rates and other parameters used in calculating state and federal withholding, disability, and unemployment taxes.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Federal/State Tax, and then Federal/State Tax Report	PRCSRUNCNTRL
TAX703 Local Tax Table	Produces a report of the Local Tax table, which contains calculations for local income taxes.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Local Tax, and then Local Tax Report	PRCSRUNCNTRL
TAX704 Company State Tax Table	Produces a report of information from the Company State Tax table, which identifies the states in which your company collects and pays taxes.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Company State Tax, and then Company State Tax Report	PRCSRUNCNTRL
TAX705 Company Local Tax Table	Produces a report of information from the Company Local Tax table, which identifies the localities for which your company collects and pays taxes.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Company Local Tax, and then Company Local Tax Report	PRCSRUNCNTRL
TAX706 Taxable Gross Definition Table	Produces a report of the Taxable Gross Definition table, which contains definitions that the system uses during payroll calculation to determine state and local taxable grosses and/or income taxes that deviate from the normal federal withholding. It specifies the base for taxable gross and indicates modifications to that base.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Taxable Gross Definition, and then Taxable Gross Definition Rpt	PRCSRUNCNTRL
TAX707 State Tax Rate Table	Produces a report of the State Tax Rate table, which contains bracket rates that are needed for calculating state and federal taxes.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then State Tax Rate, and then State Tax Rate Report	PRCSRUNCNTRL
TAX708 State Reciprocity Rules Table	Produces a report of the State Reciprocity Rules table, which contain the rules that determine where to withhold income taxes when an employee works in one state and lives in another.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then State Reciprocity Rules, and then State Reciprocity Rules Report	PRCSRUNCNTRL
TAX709 Local Reciprocity Rules Table	Produces a report of the Local Reciprocity Rules table, which contain the rules that determine where to withhold income taxes when an employee works in one locality and lives in another.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Local Reciprocity Rules, and then Local Reciprocity Rules Report	PRCSRUNCNTRL
TAX711 Marital Status Codes	Produces a report of the Marital Codes Status table, which contains all valid tax status codes, sorted by state.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then SWT Marital Status Codes, and then SWT Marital Status Codes Rpt	PRCSRUNCNTRL
TAX713 Work-Work Reciprocity Rules Table	Produces a report of the Work-Work Reciprocity Rules table, where contain the reciprocal rules that determine local income tax withholding when an employee works in a location that has multiple taxing jurisdictions that share a reciprocal agreement.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Work Locality Reciprocity, and then Work Locality Reciprocity Rpt	PRCSRUNCNTL
TAX715 VDI/FLI Administrator Table (Voluntary Disability Insurance/Family Leave Insurance Administrator)	Produces a report of the VDI/FLI Administrator table.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then VDI Administrator, and then VDI Administrator Report	PRCSRUNCNTL
TAX720 Tax Treaty Table	Produces a report of the Tax Treaty table.	Set Up HCM, and then Product Related, and then Payroll for North America, and then Tax Table Reports, and then Treaty/Non Resident Alien, and then Treaty/Non Resident Alien Rpt	PRCSRUNCNTL
TAX810XX Quarterly UI Wage File (quarterly unemployment insurance wage file)	Creates a file for states that must submit quarterly state wage listings on electronic/magnetic media, not using the EFW2 format. The XX in the report ID is a two-character state abbreviation. See TAX810XX and TAX860XX - Quarterly UI Wage File	Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File AK-ID Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Create Magnetic Media IL-NC Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File ND-SC Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File SD-WY	RUNCTL_TAX810XX
TAX860XX Quarterly UI Wage File (quarterly unemployment insurance wage file)	Creates a file for states that must submit quarterly state wage listings on electronic/magnetic media using the EFW2 format. The XX in the report ID is a two-character state abbreviation. See TAX810XX and TAX860XX - Quarterly UI Wage File	Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File AK-ID Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File IL-NC Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File ND-SC Payroll for North America, and then U.S. Quarterly Processing, and then State Quarterly Wage Reporting, and then Quarterly Wage File SD-WY	RUNCTL_TAX810XX
TAX900 Annual Reporting Error Listing	Lists employees who have negative tax balances or reportable wage amounts that would cause overflow in fields when the system writes W-2 data to magnetic media. It also checks for other error conditions. You normally run this report at year-end, but you can run it at other times to verify SSNs or to check for negative tax balances and other error conditions.	Payroll for North America, and then U.S. Annual Processing, and then Audit and Error Reports, and then Error Listing, and then Error Listing Report	PRCSRUNCNTRL
TAX905CN NW Territories Payroll Tax (Northwest Territories payroll tax)	Produces a report of the Northwest Territories Payroll Taxes table. See (CAN) TAX905CN - NW Territories Payroll Tax.	Payroll for North America, and then Regulatory Reports CAN, and then NW Territories Payroll Tax, and then NW Territories Payroll Tax Report	RUNCTL_TAX905CN
TAX906CN Nunavut Payroll Tax Annual	Produces a report of the Nunavut payroll taxes.	Payroll for North America, and then Regulatory Reports CAN, and then Nunavut Payroll Tax, and then Nunavut Payroll Tax Report	RUNCTL_TAX906CN
TAX907CN British Columbia Annual Remuneration Report for Employer Health Tax	Produces a report of annual total remuneration of B.C. employees. See (CAN) TAX907CN - B.C. Employer Health Tax	Payroll for North America, and then Regulatory Reports CAN, and then B.C. Employer Health Tax, and then B.C. Employer Health Tax Report	RUNCTL_TAX907CN
TAX910AU YE Data Audit Report (Year end data audit report)	Produces an audit listing of the data and amounts loaded in the year-end tables, as reported on the Form W-2s. Note: In some cases, the audit report may include user-defined W-2 box 14 items that were not actually printed on the W-2 form due to space limitations. Also, the box 14 descriptions are limited to 7 characters. If the Short Description on the Tax Form Definitions table exceeds 7 characters, the description on the audit report will be truncated. Run this report after year-end data is loaded (TAX910LD) to year-end tables.	Payroll for North America, and then U.S. Annual Processing, and then Audit and Error Reports, and then Year End Data Audit	RUNCTL_TAX910AU
TAX910ER YE Record Error Report (Year end record error report	Produces a list of errors in the year-end records. It also provides an option on the run control to void all year-end forms if errors are found. Run this report after year-end data is loaded (TAX910LD) to year-end tables.	Payroll for North America, and then U.S. Annual Processing, and then Audit and Error Reports, and then Year End Record Error	RUNCTL_TAX10ER
TAX911LD Distributing Year-End Other Earnings and Deductions	Produces a report that shows the adjusted amounts that will be used for year-end processing of employees who are paid in multiple jurisdictions if the loaded year end amounts for any earnings or deductions do not match the total of the same earnings and deductions amounts from the employee's paycheck detail data. Run this report after year-end data is loaded (TAX910LD) to year-end tables.	Payroll for North America, and then U.S. Annual Processing, and then Create W-2 Data, and then Load Year End Data	RUNCTL_TAX911LD
TAX915 W-3/W-3SS Transmittal Totals Report	Produces the W-3 Transmittal Totals report for U.S., American Samoa, Guam, and U.S. Virgin Islands.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then W-3/W-3SS Transmittal Report	PRCSRUNCNTL
TAX916LC Local and Federal W-2 Tax Totals Detail Report	Produces a listing of local W-2 data used to reconcile the W-2s, and a listing of local W-2 data that is required by some local jurisdictions in lieu of receiving actual copies of individual W-2 forms. Run this report after year-end data is loaded (TAX910LD) to year-end tables.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Local W-2 Tax Totals Report	RUNCTL_TAX916LC
TAX916PA PA Local EIT W-2 Tax Totals Report (Pennsylvania Local Earned Income W-2 tax totals report)	Produces a report that lists Pennsylvania Local Earned Income Tax W-2 data for use in reporting to Tax Collection District tax collecting agencies. Run this report after year-end data is loaded (TAX910LD) to year-end tables.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then PA Local EIT W-2 Tax Total Rpt	RUNCTL_TAX916PA
TAX916ST State W-2 Tax Totals Summary Report	Produces a report that lists state W-2 data that is used to reconcile the W-2s. Run this report after year-end data is loaded (TAX910LD) to year-end tables.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then State W-2 Tax Totals Report	RUNCTL_TAX916ST
TAX918TL W-3PR Transmittal Totals Report	Produces W-3PR Transmittal Totals report for Puerto Rico.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then W-3PR Transmittal Totals Rpt	PRCSRUNCNTL
TAX930PM	Produces a print file for reporting distribution and tax data on Form 1099-R for payees, and a file to report 1099-R data electronically to the IRS. Video: Image Highlights, PeopleSoft HCM Update Image 45: BI Publisher Bulk Printing to Forms 1099-R and 1042-S	Payroll for North America, and then U.S. Annual Processing, and then 1099-R Reporting, and then Create 1099-R Payroll for North America, and then U.S. Annual Processing, and then 1099-R Reporting, and then Create 1099-R PDF/File (This menu option produces a bulk print file using BI Publisher.)	RUNCTL_TAX930 RUNCTL_TAX930PDF
TAX940 FUTA Wage Reconciliation Rpt (Federal Unemployment Tax Act wage reconciliation)	Produces a report that provides federal unemployment tax wage data that is used to complete the Form 940. You normally run this at year-end, but you can run it at other times to verify data.	Payroll for North America, and then U.S. Annual Processing, and then FUTA Reporting, and then FUTA Wage Reconciliation Rpt	PRCSRUNCNTL
TAX940A FUTA Taxable Wages by UI State (Federal Unemployment Tax Act wage by state report)	Produces a report that provides federal unemployment tax wage data by UI state which is required to complete the Form 940 Schedule A. You normally run this at year-end, but you can run it at other times to verify data.	Payroll for North America, and then U.S. Annual Processing, and then FUTA Reporting, and then FUTA Taxable Wages by UI State	PY_RUNCTL_TAX940A
TAX950	Produces a print file for reporting data on Form 1042-S, and a file to report 1042-S data electronically to the IRS. Video: Image Highlights, PeopleSoft HCM Update Image 45: BI Publisher Bulk Printing to Forms 1099-R and 1042-S	Payroll for North America, and then U.S. Annual Processing, and then 1042-S Reporting, and then Create 1042-S Records Payroll for North America, and then U.S. Annual Processing, and then 1042-S Reporting, and then Create 1042-S PDF/File (This menu option produces a bulk print file using BI Publisher.)	RUNCTL_TAX950 RUNCTL_TAX950PDF
TAX960AS (W-2 AS Print File) TAX960GU (W-2 GU Print File) TAX960US (W-2 US Print File) TAX960VI (W-2 VI Print File)	Reprints W-2 forms for American Samoa, Guam, Puerto Rico, the United States,or the U.S. Virgin Islands respectively for tax years 2001 through 2020 on preprinted forms.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Print Year End Forms, and then US/Territory Print	RUNCTL_TAX960UST
TAX960AS (W-2 AS Print File) TAX960GU (W-2 GU Print File) TAX960US (W-2 US Print File) TAX960VI (W-2 VI Print File)	Select to print all or selected W-2 Reporting Companies when reprinting W-2 forms for tax years 2001 through 2020 on preprinted forms.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Print Year End Forms, and then US/Territory Print2	RUNCTL_TAX960_COMP
TAX960FD Create Federal W-2 File	Produces a file to submit federal W-2 data electronically to the Social Security Administration in the EFW2 format.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Create Federal W-2 File	RUNCTL_TAX960FD
TAX960LC Create Local W-2 File	Produces files to report W-2 wage and tax data to local tax agencies that accept submissions in the Social Security Administration’s EFW2 reporting format.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Create Local W-2 File	RUNCTL_TAX960LC
TAX960PD Create Puerto Rico W-2 File	Produces a file to report W-2PR wage and tax data to Puerto Rico using the EFW2PR format.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Create Puerto Rico W-2PR File	RUNCTL_TAX960PD
TAX960PR (W-2 PR Print File)	W-2PR Print File for printing annual wage and tax statements for reporting data to Puerto Rico. The file is printed on preprinted forms.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Print Year End Forms, and then Puerto Rico Print	RUNCTL_TAX960PR
TAX960TP Create 8027 File	Produces a report that provides tip allocation data required to report on the electronic IRS Form 8027 for large tip establishments.	Payroll for North America, and then U.S. Annual Processing, and then 8027 Reporting, and then Create 8027 File	RUNCTL_TAX960TP
TAX960ST Create State W-2 File	Produces files to report W-2 wage and tax data for states using the Social Security Administration’s EFW2 format.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Create State W-2 File	RUNCTL_TAX960ST
TAX960TI Create W-2 Import File	Produces files that import W-2 or W-2c information into a tax preparation software provider for employees. See Creating W-2 Import Files.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Create W-2 Import File	RUNCTL_TAX960TI
TAX960VD Create Virgin Islands W-2 File	Produces a file to report W-2VI wage and tax data to the U.S. Virgin Islands Bureau of Revenue in the EFW2 format.	Payroll for North America, and then U.S. Annual Processing, and then W-2 Reporting, and then Create Virgin Islands W-2 File	RUNCTL_TAX960VD
TAX962TP Form 8027 Audit Report	Produces a report that provides audit data from the electronic IRS Form 8027 for large tip establishments.	Payroll for North America, and then U.S. Annual Processing, and then 8027 Reporting, and then 8027 Audit File	RUNCTL_TAX962TP