Third-Party Tax Filing Audit Report Detail

The Third-Party Tax Filing Audit Report Detail is a pipe-delimited text file that lists wage and tax data generated by the Third-Party Periodic Tax Extract.

This report is organized by employee name, tax code, and payroll frequency. Use it to validate your payroll data before submitting the extract file to your third-party tax filing supplier.

Note: You can also generate this report when you run the Third-Party Periodic Tax Filing Extract flow. For further info, see Third-Party Periodic Tax Filing Extract in the Help Center.

To generate this report:

From My Client Groups, click Payroll.
Click Submit a Flow.
Select your US legislative data group.
Search for and select Third-Party Tax Filing Audit Report Detail.

Before You Begin

Before generating this report:

Run the necessary prerequisites for the Archive Periodic Payroll Results flow, such as payroll and prepayments.
Successfully run the Archive Periodic Payroll Results flow.
Successfully run the Third-Party Periodic Tax Filing Extract flow.

Report Parameters

Periodic Extract Start Date

The start date of the reporting period. For example, enter 3/1/2018.

Note: The dates you select must coincide with at least one successful payroll extract process.

Periodic Extract End Date

The end date of the reporting period. For example, enter 3/15/2018.

Flow Name

If the extract dates you selected represent multiple extract flows, select the specific flow you want to report on.

Leave blank to generate results for all flows in the date period.

Tax Reporting Unit

The tax reporting unit (TRU) you want to report upon. If you leave it blank, the flow runs against all TRUs.

Employee Name

Select an employee you want to report on.

Leave blank to run for all employees.

Process Configuration Group

Process configuration group for logging and performance purposes.

Report Output

This pipe-delimited report is suitable for viewing in a spreadsheet application, such as Microsoft Excel. It includes the following.

Column	What this is
Flow Name	Flow name as specified when you ran the extract.
Tax Reporting Unit	TRU as specified when you ran the extract.
Form 1099-R Distribution Code	For retiree TRUs, the Form 1099-R Distribution Code you have assigned.
Effective Date	Effective date of the archived data. Unless you specify otherwise when you run the extract, this is the liability date.
Payroll Frequency	Frequency as set on the payroll definition.
Employee Number	Employee number of the person.
Employee Name	Name of the person.
Payroll Relationship Number	Person's payroll relationship number.
Gender	Person's gender. Note: The actual extract doesn't use the Male count, so values in that file are always 0. The extract uses the Female column to report each tax type and the number of employees with wages subject to them. Each row represents a different tax and payroll frequency. For further info, see Troubleshoot the Third-Party Tax Filing Interface in the Help Center.
Balance Category Order	Level of the tax, to assist you with data filtering.
Tax Code	Oracle Fusion Global Payroll tax code.
State	Applicable state of the tax.
County	Applicable county of the tax.
City	Applicable city of the tax.
School District	Applicable school district of the tax. Not populated for jurisdictions subject to Pennsylvania Act 32.
Work PSD	Political subdivision (PSD) code for persons working in jurisdictions subject to Pennsylvania Act 32.
Residence PSD	PSD code for persons living in jurisdictions subject to Pennsylvania Act 32.
Tax Collection District Code	Tax Collection District Code of the person's work PSD.
Residence Geocode	Geocode of residence for people working or living in a jurisdiction subject to Pennsylvania Act 32.
Residence County	County of residence for people working or living in a jurisdiction subject to Pennsylvania Act 32.
Residence City	City of residence for people working or living in a jurisdiction subject to Pennsylvania Act 32.
Withheld	Amount withheld for this tax and jurisdiction.
Gross Wages	Person's gross wages for this jurisdiction and tax.
Subject Wages	Person's subject wages for this jurisdiction and tax.
Taxable Wages	Person's taxable wages for this jurisdiction and tax.