Guidelines for Creating a Complete Tax Withholding Card for the United States
If your employees were created in the Oracle Human Capital Management Cloud without a Payroll or Payroll Interface license, then you need to create the complete Tax Withholding card.
When creating a complete card, it’s recommended that you supply source keys to uniquely identify each record. You’ll need to supply the following components of the Tax Withholding object hierarchy:
- Tax Withholding
- Federal Taxes
- State Taxes for each US state where the employee has submitted a tax withholding form.
- Pennsylvania PSD if the employee lives or works in Pennsylvania and submitted a residency certificate
- County and City Taxes if any field updates are required.
- US Taxation
Tax Withholding
When supplying the Tax Withholding record use the TaxWithholding file discriminator, the following attributes are always required:
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. This field appears on all records within your TaxWitholding.dat file and should have the same value for a single Tax Withholding card. |
| CardSequence | A number to uniquely identify this card when multiple calculation cards for the same card definition exist for the employee. |
|
AssignmentId(SourceSystemId), AssignmentId(SourceSystemOwner) |
A reference to the employee’s assignment. These attributes are used to supply the source key of the employee assignment. Alternatively, supply AssignmentNumber or PayrollRelationshipNumber |
| EffectiveStartDate | The start date of the card, typically the employee’s hire date. |
Federal Taxes
When supplying the Federal Taxes record use the FederalTaxes file discriminator the following attributes are always required. Use the View Business Objects task to find other optional attributes, such as overrides for Federal Taxes.
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. This field appears on all records within your TaxWitholding.dat file and should have the same value for a single Tax Withholding card. |
| DirCardId(SourceSystemId) | This identifies the parent record. Specify the SourceSystemId value from the parent TaxWithholding record. |
| EffectiveStartDate | The start date of the card, typically the employee’s hire date, or the update date of the Federal Taxes record. |
State Taxes
There is a separate component in the Tax Withholding object hierarchy for each US state. They include only the attributes specific to that state. When supplying State Taxes records, use the file discriminator specific to the state you are providing data for, for example: StateTaxesOH for Ohio. Use the View Business Objects task to identify the file discriminator and available attributes for each state.
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. This field appears on all records within your TaxWitholding.dat file and should have the same value for a single Tax Withholding card. |
| DirCardId(SourceSystemId) | This identifies the parent record. Specify the SourceSystemId value from the parent TaxWithholding record. |
| EffectiveStartDate | The start date of the card, typically the employee’s hire date, or the update date of the Federal Taxes record. |
Pennsylvania PSD
When supplying Pennsylvania PSD use the PennsylvaniaPSD file discriminator the following attributes are always required. Use the View Business Objects task to find other optional attributes for Pennsylvania PSD.
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. |
| DirCardId(SourceSystemId) | This identifies the parent record. Specify the SourceSystemId value from the parent TaxWithholding record. |
|
AssignmentId(SourceSystemId), AssignmentId(SourceSystemOwner) |
A reference to the employee’s assignment. These attributes are used to supply the source key of the employee assignment. Alternatively, supply AssignmentNumber or PayrollRelationshipNumber. Without this reference the Tax Reporting Unit validation will fail. |
| TaxReportingUnit | The tax reporting unit associated to the US Taxation Component |
| EffectiveStartDate | The start date of the Pennsylvania PSD record. |
County Taxes
The County Taxes card component is used to capture information that impact County Tax calculations for the employee. Not all states require a County Taxes card component. When supplying County Taxes use the CountyTaxes file discriminator the following attributes are always required. Use the View Business Objects task to find other optional attributes for County Taxes.
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. This field appears on all records within your TaxWitholding.dat file and should have the same value for a single Tax Withholding card. |
| DirCardId(SourceSystemId) |
This identifies the parent record. Specify the SourceSystemId value from the parent TaxWithholding record. |
| State | The two-letter abbreviation for the state, such as OH for Ohio. |
| County | The name of the county. Alternatively, supply the geocode for the county. |
| EffectiveStartDate | The start date of the card, typically the employee’s hire date, or the update date of the Federal Taxes record. |
City Taxes
The City Taxes card component is used to capture information that impact city tax calculations for the employee. Not all states require a City Taxes card component. When supplying City Taxes use the CityTaxes file discriminator the following attributes are always required. Use the View Business Objects task to find other optional attributes for City Taxes.
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. This field appears on all records within your TaxWitholding.dat file and should have the same value for a single Tax Withholding card. |
| DirCardId(SourceSystemId) | This identifies the parent record. Specify the SourceSystemId value from the parent TaxWithholding record. |
| State | The two-letter abbreviation for the state, such as OH for Ohio. |
| County | The name of the county. Alternatively, supply the geocode for the county. |
| City | The name of the city. Alternatively, supply the geocode for the city. |
| EffectiveStartDate | The start date of the card, typically the employee’s hire date, or the update date of the Federal Taxes record. |
US Taxation
Supply a US Taxation card component and override values for each tax reporting unit for the employee. When supplying US Taxation records use the USTaxation file discriminator the following attributes are required or commonly used. Use the View Business Objects task to find other optional attributes for US Taxation.
| Attribute | Description |
|---|---|
| SourceSystemId, SourceSystemOwner | Supply a source key to uniquely identify the record. |
| LegislativeDataGroupName | The name of the legislative data group for the calculation card. This field appears on all records within your TaxWitholding.dat file and should have the same value for a single Tax Withholding card. |
| DirCardId(SourceSystemId) | This identifies the parent record. Specify the SourceSystemId value from the parent TaxWithholding record. |
|
AssignmentId(SourceSystemId), AssignmentId(SourceSystemOwner) |
A reference to the employee’s assignment to associate with the card. These attributes are used to supply the source key of the employee assignment. Alternatively, supply AssignmentNumber or PayrollRelationshipNumber. |
| TaxReportingUnit | The tax reporting unit associated to the US Taxation Component |
| EffectiveStartDate | The start date of the card, typically the employee’s hire date, or the update date of the Federal Taxes record. |