Tax Overrides Report

When you run the Tax Overrides Report, these two tasks are executed sequentially:

Report Tax Overrides
Remove Tax Overrides

The Report Tax Overrides task reports the overrides for the selected employees. The Remove Tax Overrides task removes the override values, for the selected data type, if overrides exist.

Note: Roll back isn’t supported for the Tax Overrides Report.

Use the Run Tax Overrides Report task from the Regulatory and Tax Reporting area under Payroll on your Home page to run the report..

Parameters

Flow Pattern

Select Run Tax Overrides Report.

Payroll Flow

Enter a payroll flow name.

Effective Date

Enter an effective date. This is required. The report removes or reports records as of the effective date you enter.

Note: If future-dated records exist, the overrides aren’t removed.

Payroll Statutory Unit

Select a payroll statutory unit (PSU), if you want to run the report by a PSU.

Tax Reporting Unit

Select a tax reporting unit (TRU), if you want to run the report by a TRU.

Payroll

Select a payroll, if you want to run the report by a payroll.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. For example, you can create a group to process all employees within a specific province.

Note: Use the Objects Group task under Payroll in My Client Groups on the Home page to define the payroll relationship group before you can select it here.

Data Type

Select the data type. This is required. Valid values are:

Total claim amount
Annual deduction
Other tax credits
RRSP limit
Lump sum rate
All

Note: It’s important to note that report doesn’t remove all the overrides when you select All as the Data Type parameter. It removes only the Total Claim Amount, Annual Deduction, Other Tax Credit, RRSP Limit, and Lump Sum Rate overrides.Also, if you select All as the Data Type parameter, the report displays all value definitions regardless of the parameters selected. For example, there’s no province filtering.

Reporting Mode

Select the reporting mode. This is mandatory. Valid values are:

Report Overrides (default)
Report and Remove Overrides

Process Configuration Group

Select the process configuration group name, if you have defined any. This field is used for logging and reporting purposes.

Note: Use the Payroll Process Configuration task under Payroll in My Client Groups on the Home page to define the process configuration group before you can select it here.

Report Results

The Report Tax Overrides task reports the overrides for the selected employees in an Excel format. The data isn’t sorted, but you can sort easily in the spreadsheet according to your needs.

The Remove Tax Overrides task removes the override values, for the selected data type, if overrides exist.

The Data Type and Mode parameter work together. This table displays the relationship for each parameter selection and the override that’s reported, or reported and removed.

Data Type Parameter	Mode Parameter	Overrides used for Reporting or Reporting and Removal
Total Claim Amount	Report Overrides, Report and Remove Overrides	Total Claim Amount
Annual Deduction	Report Overrides, Report and Remove Overrides	Annual Deduction
Other Tax Credits	Report Overrides, Report and Remove Overrides	Other Tax Credits
RRSP Limit	Report Overrides, Report and Remove Overrides	RRSP Limit
Lump Sum Rate	Report Overrides, Report and Remove Overrides	Lump Sum Rate
All	Report Overrides	Total Claim Amount Annual Deduction Other Tax Credits Additional Tax Annual Income Including Commission (Federal) Annual Commission Income (Quebec) Commission Expenses Labour Fund Contribution Tax Rate Tax Amount Prescribed Zone Deduction RRSP Limit Lump Sum Rate
All	Report and Remove Overrides	Total Claim Amount Annual Deduction Other Tax Credits RRSP Limit Lump Sum Rate