Troubleshoot State and Local Tax Configuration for the US
Errors can occur in your third-party tax file for several reasons. Check your local tax configuration for these issues.
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Balance names are missing from the Manage Enterprise HCM Information task
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Tax info is missing or incorrect in your payroll results
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Balance info is missing from the statement of earnings (SOE)
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Extract includes incorrect tax codes
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Tax info is missing from the extract
For further info, see the following sections.
Balance Names Are Missing
When you configure the balances in the Manage Enterprise HCM Information task, one or more balance names are missing in the Balance Name field.
To resolve this issue, confirm you have defined all required balance dimensions for each balance. If any are missing, the associated balance name wouldn't be available in the field.
Tax Info Is Missing or Incorrect in Payroll Results
After processing payroll, you discover your tax wasn't calculated correctly. There are multiple reasons why this could happen.
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Errors in element definition
Check the calculation rule and input value settings. Confirm you have set the priority of the results element to run after the primary element.
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Errors in fast formula configuration
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Incorrect balance definition, including balance dimensions
Check for typos in the balance names and balance dimensions. Make sure you have selected the correct balance categories and input values.
Balance Info Is Missing
After processing payroll, you find your state or local tax balance info isn't appearing in the employee SOE. In this case, check the balance definitions you created in the Balance Definition task. Confirm you used a balance category that corresponds to the primary classification you used for the elements.
For example, if you used Employer
Taxes for your elements, you must choose the Employer Taxes balance category for the balances.
Extract Includes Incorrect Tax Codes
Upon processing the periodic tax file, you find the extract-generated tax codes for unintended jurisdictions with only the gross wages being passed.
In this case, check your enterprise balance setup
and confirm you haven't used the predefined Gross Earnings balance. You must configure your own Gross Wages balance and ensure it's fed properly
from your tax element.
Tax Info Is Missing from the Extract
After processing payroll and extracting the tax data, you find the relevant tax info is missing. This occurs because of an error somewhere in the tax configuration process.
To resolve this issue, recheck all state or local tax settings, including using the Enterprise HCM Information task to ensure:
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You have specified a Category for each tax-filing balance.
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Withheld or Liability
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Reduced Subject Wages
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Total Wage or Gross
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Taxable Wages
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Each balance has the proper context: state, city, county, or school district.
Check also that the archive level matches the context.
Missing contexts could be a result of improperly setting the elements' input value sequence. The State, County, and City input values must have a display sequence of 1, 2, and 3 respectively. No other input values can have those same sequence numbers.
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The tax code you specified is:
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Same for the four categories
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Unique for the tax you're configuring
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Accurately communicated to your third-party provider before generating the extract
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