Tax Withholding Card Audit Report

Use the Tax Withholding Card Audit Report to help you prepare for:

• Payroll processing

• Monthly or quarterly audits

• Other year-end reviews

This report includes employee tax exemptions and withholding, Pennsylvania Residency Certificates, and other tax info.

Run this process as part of your payroll auditing procedures or as needed.

1. From My Client Groups, click Payroll.

2. Click Submit a Flow.

3. Select your US legislative data group.

4. Search for and select Tax Withholding Card Audit Report.

Before You Start

To run this report, you must have migrated your employees to the Full Enhanced tax card. For further info, see Tax Card User Interface Migration white paper (2592797.1) on My Oracle Support.

Report Parameters

Payroll

To generate a report for all employees attached to a specific payroll definition, select it here.

Leave blank to run for all employees.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. Payroll relationship groups limit the persons processed by payroll, data entry, and reporting. This can be a dynamic payroll relationship gorup.

Note: Use the Object Groups task to define the payroll relationship group before you can select it here.

Payroll Relationship

To generate a report for a specific employee payroll relationship, select it here.

Leave blank to run for all employees.

Tax Reporting Unit

Tax reporting unit (TRU) registered name of the employees you're processing. The process reports tax card info for the employees belonging to this TRU only.

Leave blank to run against all TRUs.

Process Configuration Group

Select the process configuration group if you have defined one. Use a process configuration group to provide sets of processing parameters, primarily related to logging and performance. If you don't select a process configuration group, the report uses the parameters in the default group for the selected payroll.

Report Output

The output file from this report is Tax Card eText Report.txt and is suitable for viewing in a spreadsheet, such as Microsoft Excel. It contains a consolidation of all tax card data, including the value for each tax component.

Note: The report may return empty values for state, county, or city if the row represents a higher tax level. For example, State, County, and City values would be blank for federal-level records. County and City would be blank for state-level records.