Adjust Multiple Tax Balances for the US

Use the Adjust Multiple Tax Balances task when you need to adjust multiple tax balances for a single employee.

Use this feature to enter common payroll transactions such as third-party sick pay, stock option exercises, and moving and relocation transactions. You can:

1. Enter all person and balance adjustment details.

2. Review before and after results.

3. Submit the transaction from a single page.

How to Use This Task

Before you can run this task, you must have enabled its UI. For further info, see the next section.

1. Start the Adjust Multiple Tax Balances task.

2. Search for and select the person needing the adjustment.

3. Enter or select the required values in Person Details.

   Field label	How you use it
   Effective Date	Enter the date of the adjustment.
   Payroll	Select the payroll and pay period of the results you are adjusting. The default is the person’s payroll for the effective date. If the person has more than one, you can select a different one.
   Payroll Period	This is derived based on the payroll and the effective date.
   Tax Reporting Unit	Select the tax reporting unit (TRU) associated with the adjustment. This defaults to the person's TRU as of the effective date.
   Consolidation Group	Select the consolidation group associated with the adjustment. This defaults to the consolidation group as of the effective date.

4. Enter or select the required values in Gross-to-Net.

   This section identifies the element you are adjusting as well as the gross and net adjustment values. The process uses this to determine the amount of the tax balance adjustment.

   For example, if you enter $5,000 gross and $4,000 net, the tax adjustment would be $1,000.

   Field label	How you use it
   Element Name	Select the Results element you are adjusting. This field lists only elements applicable to the selected employee.
   Gross Adjustment Value Net Adjustment Value	Use these fields to identify the tax amount you are adjusting. For example, if you set the gross amount as $5,000 and the net as $4,000, the tax amount to adjust is $1,000.

5. Identify the employee tax balances that were withheld and require adjustment in Employee Tax.

   This section identifies the employee tax balances that were withheld and require adjustment as well as their required contexts, such as state, county, and city. This section accumulates the tax adjustment amounts to make sure the total equals your adjustment amount.

   Note: Unallocated Taxes represents the remaining tax amount that still needs adjustment. You can't click Continue until this value is $0.

   To select the balances:

   1. Click Add.

   2. Select the appropriate employee tax balance.

      Based on what you select, other fields might become available.

      For example, if you select a state-level tax, you can select the state.

   3. Enter an amount.

   4. Enter other context values as needed.

   5. Repeat for any other employee tax balances until Unallocated Taxes equals $0.

      After you allocate all taxes, you can proceed with the adjustment.

6. Identify any employer tax balances that were withheld and require adjustment in Employer Tax.

   1. Click Add.

   2. Select the appropriate employer tax balance.

      Based on what you select, other fields might become available.

   3. Enter an amount.

   4. Enter other context values as needed.

      Taxable or Reduced Subject Wage shows the amount being used to calculate the employer tax. It's informational to the user.

   5. Repeat for any other employer tax balances.

7. In Calculation Review, click Calculate.

   This button isn't available until Unallocated Taxes equals $0.

   This displays an analysis of how your entries affect the various tax balances.

   Section	How you use it
   Balances Prior to Adjustment	Review the balance details as they are before adjustment.
   Tax Adjustments	Review the balance details as they would be after adjustment. Click Edit to make manual changes to individual balance adjustments. Based on the amount you enter in Gross-to-Net, all applicable balances are automatically calculated and displayed here (for example, Gross, Subject Withholdable, Reduced Subject Withholdable). Calculated Tax represents either the employee tax withheld or the employer liability, depending on if it's an employee or employer tax.

8. In Costing and Payment, designate whether to include adjustments in the costing or payment processes.

   These boxes aren't available until Unallocated Taxes equals $0.

   For costing, the values you enter are overrides.

9. In Comments, select a reason for the adjustment.

   This list is extensible by the user.

10. Review the changes. If they are acceptable, click Submit.

    This submits the balance adjustment entries to the balance adjustment process.

11. Use the Balance Exception Report to determine if any limits are exceeded. For further info, see Balance Exception Report for the US in the Help Center.

What the Task Does

Here's what Adjust Multiple Balances does:

1. Based on the values you set, it determines which balances and dimensions to update.

2. It uses the Adjust Multiple Balances flow to submit the changes for the employee.

3. It generates a name for the flow that includes the name of the employee and the date of the balance adjustment.

4. It performs gross-to-net adjustments to a selected Results element belonging to one of these primary classifications.

   • Absences

   • Imputed Earnings

   • Standard Earnings

   • Supplemental Earnings

   Note: The element you adjust must be applicable to the user you select and have eligibility configured.

How You Enable This Task

Before you can run this task, you must enable the interface. This involves multiple steps.

1. Configure the profile options.

2. Create the Adjust US Tax Balances role.

3. Assign the security profiles to the role.

4. Attach the role to your users.

5. Confirm the Adjust Multiple Tax Balances UI is available.

For additional info, see Oracle Applications Cloud: Securing Applications Guide on the Help Center.

Configure the Profile Options

1. Start the Manage Administrator Profile Values task.

2. Ensure the following profile option codes contain Y in Profile Value.

   • ORA_PAY_PAYROLL_ADMIN_PHASE_2_RESPONSIVE_ENABLED

   • HCM_RESPONSIVE_PAGES_ENABLED

   • HCM_SAVE_CHANGES_WARNING_ENABLED

3. If required for any missing profile values, perform the following to set the profile option codes to Y.

   1. Click New to add a profile value.

   2. Select Site as the profile level.

   3. Enter Y for Profile Value.

4. Click Save and Close.

Create a Role for the Adjust US Tax Balances Task

1. In Tools, start the Security Console.

2. Click Roles, and then click Create Role.

3. Enter a role name and a role code.

4. Select HCM - Job Roles as the role category.

5. Click Next, Next, and Next.

6. In the Role Hierarchy task, click Add Role.

7. In Add Role Membership, search for and select Adjust US Tax Balances.

8. Click Add Role Membership and then Cancel.

9. Click Next and then Next.

10. Click Save and Close.

Assign the Security Profiles

1. Start the Data Roles and Security Profiles task.

2. Search for the role you created.

3. Click Edit and then Yes.

4. Click Next and then Next.

5. Start the Security Criteria task.

6. Select an LDG security profile, such as View All Legislative Data Groups.

7. Select a person security profile, such as View All People.

8. Click Next and then Next.

9. Click Submit.

Attach the New Role to Users

1. In Tools, start the Security Console.

2. Click Users and then Create Role.

3. Search for and select the user requiring the role.

4. Click Edit and then Add Role.

5. Search for the newly created role, and then click Add Role Membership.

6. Click Done and then Save and Close.

Confirm the User Interface Is Available

1. Sign in with user credentials having the role and the assigned security profiles.

2. Start the Adjust Multiple Tax Balances task.