(USA) Converting Tax Balances in Mid-Year Conversions

This topic provides an overview of issues related to converting tax balances mid-year, and discusses how to:

• Convert federal taxable wages for part-year New York City (NYC) residents.

• Convert tax balances for employees paid in multiple tax jurisdictions.

Mid-year conversion of tax balances without converting the actual check detail to Payroll for North America can produce inaccurate year-end results for two SQR processes:

• Year-End NYC Part Year Resident Allocation SQR report (TAX909NY).

• Year-End Jurisdiction Split SQR report (TAX911LD).

These processes use the check detail to determine the amounts for year-end reporting. If you do not convert the check detail, the results from TAX909NY and TAX911LD may not be correct on the W-2 forms or annual magnetic media files.

The level of detail required for these reports is not available on the balance records, and can only be found on the paycheck detail record.

This topic provides suggestions for working around this limitation.