Refund Pretax Deductions for the US

Sometimes you need to refund pretax deductions, such as when you apply the wrong deduction to an employee's pay.

There are a few options available to you.

In this case	You can do this
You didn't create the pretax deduction element through a conversion row based on Oracle Fusion Benefits	Remove the element entry.
If you haven't processed payroll for this deduction	Back out the life event. Correct the amount, or deselect the plan that caused the error.
If you have processed the payroll	Perform the refund during the next payroll run. This automatically withholds all appropriate taxes.
If none of the above is possible	Use QuickPay to perform a partial refund of the amount, such as 80 to 90%. Use a Nonpayroll Payment element to perform the refund. In this way, the employee receives a majority of their refund immediately. Note: The process doesn't correctly withhold taxes for this refund. See the next steps on how to resolve this. For the next pay cycle, use the actual pretax element type to perform a full refund of the amount. This ensures the correct taxation. Define a Voluntary Deductions element to deduct the partial amount you refunded in the first step.