Tax Overrides Report
When you run the Tax Overrides Report, these two tasks are executed sequentially:
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Report Tax Overrides
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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.
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.
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.
Data Type
Select the data type. This is required. Valid values are:
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Total claim amount
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Annual deduction
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Other tax credits
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RRSP limit
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Lump sum rate
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All
Reporting Mode
Select the reporting mode. This is mandatory. Valid values are:
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Report Overrides (default)
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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.
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 |