US Legislative Balances

Oracle Cloud HCM uses predefined balances to perform accurate tax reporting and payroll tax calculations, such as for W-2 reporting. Refer to this topic when preparing for balance initialization and adjustment.

Not every employee requires every balance. For example, if an employee doesn't participate in the company 401 (k) plan, they don't need the Deferred Compensation 401k balance.

The following sections describe balances in these categories.

Tax Year-End Other User-Defined

Summary-Level Miscellaneous Not Eligible

Note: For additional info, see Important Notes at the end of this topic.

Tax balances

Here are the various kinds of predefined tax balances.

Federal Income Tax (FIT) Federal Unemployment Tax (FUTA) Federal Social Security Employee Federal Social Security Employer Federal Medicare Employee Federal Medicare Employer State Disability Insurance (SDI) Employee SDI Employer Voluntary Plan for Disability Insurance (VPDI) Employee VPDI Employer State Family and Medical Leave Insurance (FLI and MLI) Employee State FLI and MLI Employer State Long Term Care (LTC) Employee

State Transit Tax State Income Tax (SIT) State Unemployment Insurance (SUI) Employee SUI Employer State Miscellaneous Tax Employee City Income Tax City Miscellaneous Employee City Miscellaneous Employer County Income Tax County Miscellaneous Tax Head Tax School District Income Tax City and School Local Income Tax

Note: The following tables list their balances from gross to net.

FIT Balances

Balance name	Dimension name	Required for initialization	Definition
FIT Gross	Relationship Tax Unit Year to Date	Yes	Gross pay earned for FIT. Includes regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
FIT Exempt	Relationship Tax Unit Year to Date	No	Total exemption amount that reduces FIT gross. Includes any amount of gross exempt from: FIT withholding Reporting of wages
FIT Subject Withholdable	Relationship Tax Unit Year to Date	No	FIT gross subject to income tax and is withholdable.
FIT Subject Not Withholdable	Relationship Tax Unit Year to Date	Yes	FIT gross subject to income tax and isn't withholdable.
FIT 401k Reductions	Relationship Tax Unit Year to Date	No	Pretax 401 (k) amount that reduces FIT gross. Applies to base 401 (k) contributions only.
FIT 403b Reductions	Relationship Tax Unit Year to Date	No	Pretax 403 (b) amount that reduces FIT gross. Applies to base 403 (b) contributions only.
FIT 457 Reductions	Relationship Tax Unit Year to Date	No	Pretax 457 (b) amount that reduces FIT gross. Applies to base 457 (b) contributions only.
FIT Dependent Care Reductions	Relationship Tax Unit Year to Date	No	Pretax dependent care amount that reduces FIT gross. Includes any Section 125 dependent care flexible spending account (FSA).
FIT Section 125 Reductions	Relationship Tax Unit Year to Date	No	Pretax Section 125 amount that reduces FIT gross. Includes pretax medical, dental, vision, and so on.
FIT Other Pretax Reductions	Relationship Tax Unit Year to Date	No	Other pretax amounts that reduce FIT gross. Includes pretax deductions for Health Savings Account (HSA), 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
FIT Pretax Reductions	Relationship Tax Unit Year to Date	No	Total pretax deductions that reduce FIT gross. Represents the sum of FIT 401k Reductions, FIT Dependent Care Reductions, FIT Section 125 Reductions, and FIT Other Pretax Reductions.
FIT Reduced Subject Withholdable	Relationship Tax Unit Year to Date	Yes	FIT gross subject to income tax and is withholdable after all pretax reductions. Amount the tax is calculated against.
FIT Withheld	Relationship Tax Unit Year to Date	Yes	Total amount of FIT withheld from the employee.
FIT Withheld Not Taken	Relationship Tax Unit Year to Date	No	Amount of any FIT calculated but not withheld from the employee.
FIT Not Aggregated	Relationship Tax Unit Year to Date	Yes	Total supplemental earnings for FIT. The payroll process uses this amount to determine the tax for supplemental earnings over $1 million. Note: Special rules apply for supplemental wages paid to any one employee during the calendar year that exceed $1 million, as the excess amount is taxed at the highest rate.

FUTA Balances

You must include the state jurisdiction in the dimension for FUTA. This is required to initialize the balance by the state where the employee has worked. This accounts for the state FUTA credit reduction.

Balance name	Dimension name	Required for initialization	Definition
FUTA Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for Federal Unemployment Tax (FUTA). Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
FUTA Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of FUTA gross. Amount of gross wages above the taxable limit.
FUTA Exempt	Relationship Tax Unit,State Year to Date	No	Total exemption amount that reduces FUTA gross. Includes any amount of gross exempt from: FUTA withholding Reporting of wages
FUTA Subject Withholdable	Relationship Tax Unit,State Year to Date	No	FUTA gross subject to income tax and is withholdable.
FUTA 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces FUTA gross. Applies to base 401 (k) contributions only.
FUTA 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces FUTA gross. Applies to base 403 (b) contributions only.
FUTA 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces FUTA gross. Applies to base 457 (b) contributions only.
FUTA Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces FUTA gross. Includes any Section 125 dependent care FSA.
FUTA Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces FUTA gross. Includes pretax medical, dental, vision, and so on.
FUTA Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce FUTA gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
FUTA Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce FUTA gross. Represents the sum of FUTA 401k Reductions, FUTA Dependent Care Reductions, FUTA Section 125 Reductions, and FUTA Other Pretax Reductions.
FUTA Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	FUTA gross subject to income tax but is withholdable after all pretax reductions.
FUTA Taxable	Relationship Tax Unit,State Year to Date	Yes	FUTA gross subject to tax and is withholdable. Amount the tax is calculated against.
FUTA Liability	Relationship Tax Unit,State Year to Date	Yes	FUTA employer tax liability.

Federal Social Security Employee Balances

Balance name	Dimension name	Required for initialization	Definition
Social Security Employee Gross	Relationship Tax Unit Year to Date	Yes	Gross pay earned for employee Social Security. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Social Security Employee Exempt	Relationship Tax Unit Year to Date	No	Total exemption amount that reduces Social Security employee gross. Includes any amount of gross that is exempt from: Social Security withholding Reporting of wages
Social Security Employee Excess	Relationship Tax Unit Year to Date	No	Total excess amount of Social Security employee gross. Amount of gross wages above the taxable limit.
Social Security Employee Subject Withholdable	Relationship Tax Unit Year to Date	No	Social Security employee gross subject to income tax and is withholdable.
Social Security Employee 401k Reductions	Relationship Tax Unit Year to Date	No	Pretax 401 (k) amount that reduces Social Security employee gross. Applies to base 401 (k) contributions only.
Social Security Employee 403b Reductions	Relationship Tax Unit Year to Date	No	Pretax 403 (b) amount that reduces Social Security employee gross. Applies to base 403 (b) contributions only.
Social Security Employee 457 Reductions	Relationship Tax Unit Year to Date	No	Pretax 457 (b) amount that reduces Social Security employee gross. Applies to base 457 (b) contributions only.
Social Security Employee Dependent Care Reductions	Relationship Tax Unit Year to Date	No	Pretax dependent care amount that reduces Social Security employee gross. Includes any Section 125 dependent care FSA.
Social Security Employee Section 125 Reductions	Relationship Tax Unit Year to Date	No	Pretax Section 125 amount that reduces Social Security employee gross. Includes pretax medical, dental, vision, and so on.
Social Security Employee Other Pretax Reductions	Relationship Tax Unit Year to Date	No	Other pretax amounts that reduce Social Security employee gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
Social Security Employee Pretax Reductions	Relationship Tax Unit Year to Date	No	Total pretax deductions that reduce Social Security employee gross. Represents the sum of Social Security Employee 401k Reductions, Social Security Employee Dependent Care Reductions, Social Security Employee Section 125 Reductions, and Social Security Employee Other Pretax Reductions.
Social Security Employee Reduced Subject Withholdable	Relationship Tax Unit Year to Date	Yes	Social Security employee gross subject to income tax but is withholdable after all pretax reductions.
Social Security Employee Taxable	Relationship Tax Unit Year to Date	Yes	Social Security employee gross subject to income tax and is withholdable. Amount that the tax is calculated against.
Social Security Employee Withheld	Relationship Tax Unit Year to Date	Yes	Social Security employee income tax withheld.
Social Security Employee Withheld Not Taken	Relationship Tax Unit Year to Date	No	Social Security employee income tax withheld but not taken.

Federal Social Security Employer Balances

Balance name	Dimension name	Required for initialization	Definition
Social Security Employer Gross	Relationship Tax Unit Year to Date	Yes	Gross pay earned for employer Social Security. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Social Security Employer Exempt	Relationship Tax Unit Year to Date	No	Total exemption amount that reduces Social Security employer gross. Includes any amount of gross that is exempt from: Social Security withholding Reporting of wages
Social Security Employer Excess	Relationship Tax Unit Year to Date	No	Total excess amount of Social Security employer gross. Amount of gross wages above the taxable limit.
Social Security Employer Subject Withholdable	Relationship Tax Unit Year to Date	No	Social Security employer gross subject to income tax and is withholdable.
Social Security Employer 401k Reductions	Relationship Tax Unit Year to Date	No	Pretax 401 (k) amount that reduces Social Security employer gross. Applies to base 401 (k) contributions only.
Social Security Employer 403b Reductions	Relationship Tax Unit Year to Date	No	Pretax 457 (b) amount that reduces Social Security employer gross. Applies to base 457 (b) contributions only.
Social Security Employer 457 Reductions	Relationship Tax Unit Year to Date	No	Pretax 457 (b) amount that reduces Social Security employer gross. Applies to base 457 (b) contributions only.
Social Security Employer Dependent Care Reductions	Relationship Tax Unit Year to Date	No	Pretax dependent care amount that reduces Social Security employer gross. Includes any Section 125 dependent care FSA.
Social Security Employer Section 125 Reductions	Relationship Tax Unit Year to Date	No	Pretax Section 125 amount that reduces Social Security employer gross. Includes pretax medical, dental, vision, and so on.
Social Security Employer Other Pretax Reductions	Relationship Tax Unit Year to Date	No	Other pretax amounts that reduce Social Security employer gross. Represents the sum of Social Security Employer 401k Reductions, Social Security Employer Dependent Care Reductions, Social Security Employer Section 125 Reductions, and Social Security Employer Other Pretax Reductions.
Social Security Employer Pretax Reductions	Relationship Tax Unit Year to Date	No	Total pretax deductions that reduce Social Security employer gross. Represents the sum of 401k Reductions, Dependent Care Reductions, Section 125 Reductions, and Other Pretax Reductions.
Social Security Employer Reduced Subject Withholdable	Relationship Tax Unit Year to Date	Yes	Social Security employer gross subject to income tax but is withholdable after all pretax reductions.
Social Security Employer Taxable	Relationship Tax Unit Year to Date	Yes	Social Security employer gross subject to income tax and is withholdable. Amount the tax is calculated against.
Social Security Employer Liability	Relationship Tax Unit Year to Date	Yes	Social Security employer tax liability.

Federal Medicare Employee Balances

Balance name	Dimension name	Required for initialization	Definition
Medicare Employee Gross	Relationship Tax Unit Year to Date	Yes	Gross pay earned for employee Medicare. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Medicare Employee Exempt	Relationship Tax Unit Year to Date	No	Total exemption amount that reduces Medicare employee gross. Includes any amount of gross that is exempt from: Medicare withholding Reporting of wages
Medicare Employee Subject Withholdable	Relationship Tax Unit Year to Date	No	Medicare employee gross subject to income tax and is withholdable.
Medicare Employee 401k Reductions	Relationship Tax Unit Year to Date	No	Pretax 401 (k) amount that reduces Medicare employee gross. Applies to base 401 (k) contributions only.
Medicare Employee 403b Reductions	Relationship Tax Unit Year to Date	No	Pretax 403 (b) amount that reduces Medicare employee gross. Applies to base 403 (b) contributions only.
Medicare Employee 457 Reductions	Relationship Tax Unit Year to Date	No	Pretax 457 (b) amount that reduces Medicare employee gross. Applies to base 457 (b) contributions only.
Medicare Employee Dependent Care Reductions	Relationship Tax Unit Year to Date	No	Pretax dependent care amount that reduces Medicare employee gross. Includes any Section 125 dependent care FSA.
Medicare Employee Section 125 Reductions	Relationship Tax Unit Year to Date	No	Pretax Section 125 amount that reduces Medicare employee gross. Includes pretax medical, dental, vision, and so on.
Medicare Employee Other Pretax Reductions	Relationship Tax Unit Year to Date	No	Other pretax amounts that reduce Medicare employee gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
Medicare Employee Pretax Reductions	Relationship Tax Unit Year to Date	No	Total pretax deductions that reduce Medicare employee gross. Represents the sum of Medicare Employee 401k Reductions, Medicare Employee Dependent Care Reductions, Medicare Employee Section 125 Reductions, and Medicare Employee Other Pretax Reductions.
Medicare Employee Reduced Subject Withholdable	Relationship Tax Unit Year to Date	Yes	Medicare employee gross subject to income tax but is withholdable after all pretax reductions. Amount the tax is calculated against.
Medicare Employee Withheld	Relationship Tax Unit Year to Date	Yes	Medicare employee income tax withheld.
Medicare Employee Withheld Not Taken	Relationship Tax Unit Year to Date	No	Medicare employee income tax withheld but not taken.

Federal Medicare Employer Balances

Balance name	Dimension name	Required for initialization	Definition
Medicare Employer Gross	Relationship Tax Unit Year to Date	Yes	Gross pay earned for employer Medicare. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Medicare Employer Exempt	Relationship Tax Unit Year to Date	No	Total exemption amount that reduces Medicare employer gross. Includes any amount of gross exempt from: Medicare withholding Reporting of wages
Medicare Employer Subject Withholdable	Relationship Tax Unit Year to Date	No	Medicare employer gross subject to income tax and is withholdable.
Medicare Employer 401k Reductions	Relationship Tax Unit Year to Date	No	Pretax 401 (k) amount that reduces Medicare employer gross. Applies to base 401 (k) contributions only.
Medicare Employer 403b Reductions	Relationship Tax Unit Year to Date	No	Pretax 403 (b) amount that reduces Medicare employer gross. Applies to base 403 (b) contributions only.
Medicare Employer 457 Reductions	Relationship Tax Unit Year to Date	No	Pretax 457 (b) amount that reduces Medicare employer gross. Applies to base 457 (b) contributions only.
Medicare Employer Dependent Care Reductions	Relationship Tax Unit Year to Date	No	Pretax dependent care amount that reduces Medicare employer gross. Includes any Section 125 dependent care FSA.
Medicare Employer Section 125 Reductions	Relationship Tax Unit Year to Date	No	Pretax Section 125 amount that reduces Medicare employer gross. Includes pretax medical, dental, vision, and so on.
Medicare Employer Other Pretax Reductions	Relationship Tax Unit Year to Date	No	Other pretax amounts that reduce Medicare employer gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
Medicare Employer Pretax Reductions	Relationship Tax Unit Year to Date	No	Total pretax deductions that reduce Medicare employer gross. Represents the sum of Medicare Employer 401k Reductions, Medicare Employer Dependent Care Reductions, Medicare Employer Section 125 Reductions, and Medicare Employer Other Pretax Reductions.
Medicare Employer Reduced Subject Withholdable	Relationship Tax Unit Year to Date	Yes	Medicare employer gross subject to income tax but is withholdable after all pretax reductions. Amount the tax is calculated against.
Medicare Employer Liability	Relationship Tax Unit Year to Date	Yes	Medicare employer tax liability.

SDI Employee Balances

Balance name	Dimension name	Required for initialization	Definition
SDI Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employee SDI. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
SDI Employee Exempt	Relationship Tax Unit,State Year to Date	No	Total exemption amount of SDI employee gross. Includes any amount of gross exempt from: SDI withholding Reporting of wages
SDI Employee Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of SDI employee gross. Amount of gross wages above the taxable limit.
SDI Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	SDI employee gross subject to income tax and is withholdable.
SDI Employee 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces SDI employee gross. Applies to base 401 (k) contributions only.
SDI Employee 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces SDI employee gross. Applies to base 403 (b) contributions only.
SDI Employee 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces SDI employee gross. Applies to base 457 (b) contributions only.
SDI Employee Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces SDI employee gross. Includes any Section 125 dependent care FSA.
SDI Employee Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces SDI employee gross. Includes pretax medical, dental, vision, and so on.
SDI Employee Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce SDI employee gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
SDI Employee Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce SDI employee gross. Represents the sum of SDI Employee 401k Reductions, SDI Employee Dependent Care Reductions, SDI Employee Section 125 Reductions, and SDI Employee Other Pretax Reductions.
SDI Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	SDI employee gross subject to income tax but is withholdable after all pretax reductions.
SDI Employee Taxable	Relationship Tax Unit,State Year to Date	Yes	SDI employee gross subject to income tax and is withholdable. Amount the tax is calculated against.
SDI Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	SDI employee income tax withheld for the area.
SDI Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	SDI employee income tax not withheld for the area.

SDI Employer Balances

Balance name	Dimension name	Required for initialization	Definition
SDI Employer Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employer SDI. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
SDI Employer Exempt	Relationship Tax Unit,State Year to Dat	No	Total exemption amount that reduces SDI employer gross. Includes any amount of gross exempt from: SDI withholding Reporting of wages
SDI Employer Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of SDI employer gross. Amount of gross wages above the taxable limit.
SDI Employer Subject Withholdable	Relationship Tax Unit,State Year to Date	No	SDI employer gross subject to income tax and is withholdable.
SDI Employer 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces SDI employer gross. Applies to base 401 (k) contributions only.
SDI Employer 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces SDI employer gross. Applies to base 403 (b) contributions only.
SDI Employer 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces SDI employer gross. Applies to base 457 (b) contributions only.
SDI Employer Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces SDI employer gross. Includes any Section 125 dependent care FSA.
SDI Employer Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces SDI employer gross. Includes pretax medical, dental, vision, and so on.
SDI Employer Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce SDI employer gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
SDI Employer Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce SDI employer gross. Represents the sum of SDI Employer 401k Reductions, SDI Employer Dependent Care Reductions, SDI Employer Section 125 Reductions, and SDI Employer Other Pretax Reductions.
SDI Employer Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	SDI employer gross subject to income tax but is withholdable after all pretax reductions.
SDI Employer Taxable	Relationship Tax Unit,State Year to Date	Yes	SDI employer gross subject to tax and is withholdable. Amount the tax is calculated against.
SDI Employer Liability	Relationship Tax Unit,State Year to Date	Yes	SDI employer income tax liability for the area.

VPDI Employee Balances

Balance name	Dimension name	Required for initialization	Definition
VPDI Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employee VPDI. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
VPDI Employee Exempt	Relationship Tax Unit,State Year to Date	No	Total exemption amount of VPDI employee gross. Includes any amount of gross exempt from: VPDI withholding Reporting of wages
VPDI Employee Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of VPDI employee gross. Amount of gross wages above the taxable limit.
VPDI Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	VPDI employee gross subject to income tax and is withholdable.
VPDI Employee 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces VPDI employee gross. Applies to base 401 (k) contributions only.
VPDI Employee 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces VPDI employee gross. Applies to base 403 (b) contributions only.
VPDI Employee 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces VPDI employee gross. Applies to base 457 (b) contributions only.
VPDI Employee Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces VPDI employee gross. Includes any Section 125 dependent care FSA.
VPDI Employee Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces VPDI employee gross. Includes pretax medical, dental, vision, and so on.
VPDI Employee Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce VPDI employee gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
VPDI Employee Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce VPDI employee gross. Represents the sum of VPDI Employee 401k Reductions, VPDI Employee Dependent Care Reductions, VPDI Employee Section 125 Reductions, and VPDI Employee Other Pretax Reductions.
VPDI Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	VPDI employee gross subject to income tax but is withholdable after all pretax reductions.
VPDI Employee Taxable	Relationship Tax Unit,State Year to Date	Yes	VPDI employee gross subject to income tax and is withholdable. Amount the tax is calculated against.
VPDI Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	VPDI employee income tax withheld for the area.
VPDI Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	VPDI employee income tax not withheld for the area.

VPDI Employer Balances

Balance name	Dimension name	Required for initialization	Definition
VPDI Employer Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employer VPDI. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
VPDI Employer Exempt	Relationship Tax Unit,State Year to Dat	No	Total exemption amount that reduces VPDI employer gross. Includes any amount of gross exempt from: VPDI withholding Reporting of wages
VPDI Employer Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of VPDI employer gross. Amount of gross wages above the taxable limit.
VPDI Employer Subject Withholdable	Relationship Tax Unit,State Year to Date	No	VPDI employer gross subject to income tax and is withholdable.
VPDI Employer 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces VPDI employer gross. Applies to base 401 (k) contributions only.
VPDI Employer 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces VPDI employer gross. Applies to base 403 (b) contributions only.
VPDI Employer 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces VPDI employer gross. Applies to base 457 (b) contributions only.
VPDI Employer Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces VPDI employer gross. Includes any Section 125 dependent care FSA.
VPDI Employer Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces VPDI employer gross. Includes pretax medical, dental, vision, and so on.
VPDI Employer Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce VPDI employer gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
VPDI Employer Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce VPDI employer gross. Represents the sum of VPDI Employer 401k Reductions, VPDI Employer Dependent Care Reductions, VPDI Employer Section 125 Reductions, and VPDI Employer Other Pretax Reductions.
VPDI Employer Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	VPDI employer gross subject to income tax but is withholdable after all pretax reductions.
VPDI Employer Taxable	Relationship Tax Unit,State Year to Date	Yes	VPDI employer gross subject to tax and is withholdable. Amount the tax is calculated against.
VPDI Employer Liability	Relationship Tax Unit,State Year to Date	Yes	VPDI employer income tax liability for the area.

State FLI and MLI Employee Balances

Balance name	Dimension name	Required for initialization	Definition
Family Leave Insurance Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employee FLI for states subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Family Leave Insurance Employee Excess Income	Relationship Tax Unit,State Year to Date	No	FLI employee income that exceeds the taxable amount.
Family Leave Insurance Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	FLI employee gross subject to income tax but is withholdable after all pretax reductions.
Family Leave Insurance Employee Taxable	Relationship Tax Unit,State Year to Date	Yes	FLI employee gross subject to tax and is withholdable up to the taxable limit.
Family Leave Insurance Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	FLI employee income tax withheld.
Family Leave Insurance Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	Yes	FLI employee income tax not withheld for the area.
Medical Leave Insurance Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employee MLI for states subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Medical Leave Insurance Employee Excess Income	Relationship Tax Unit,State Year to Date	No	MLI employee income that exceeds the taxable amount.
Medical Leave Insurance Employee Exempt	Relationship Tax Unit,State Year to Date	No	MLI employee income exempt from tax.
Medical Leave Insurance Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	MLI employee gross subject to income tax but is withholdable after all pretax reductions.
Medical Leave Insurance Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	MLI employee gross subject to income tax and is withholdable.
Medical Leave Insurance Employee Taxable	Relationship Tax Unit,State Year to Date	Yes	MLI employee gross subject to tax and is withholdable up to the taxable limit.
Medical Leave Insurance Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	MLI employee income tax withheld.
Medical Leave Insurance Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	MLI employee income tax not withheld for the area.

State FLI and MLI Employer Balances

Balance name	Dimension name	Required for initialization	Definition
Family Leave Insurance Employer Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for the employer FLI for states subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Family Leave Insurance Employer Exempt	Relationship Tax Unit,State Year to Date	No	FLI employer income exempt from tax.
Family Leave Insurance Employer Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	FLI employer gross subject to income tax but is withholdable after all pretax reductions.
Family Leave Insurance Employer Subject Withholdable	Relationship Tax Unit,State Year to Date	No	FLI employer gross subject to income tax and is withholdable.
Family Leave Insurance Employer Subject Not Withholdable	Relationship Tax Unit,State Year to Date	Yes	FLI employer gross subject to income tax and isn't withholdable.
Family Leave Insurance Employer Taxable	Relationship Tax Unit,State Year to Date	Yes	FLI employer gross subject to tax and is withholdable up to the taxable limit.
Family Leave Insurance Employer Liability	Relationship Tax Unit,State Year to Date	Yes	FLI employer income tax liability for the area.
Medical Leave Insurance Employer Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employer MLI for states subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Medical Leave Insurance Employer Exempt	Relationship Tax Unit,State Year to Date	No	MLI employer income exempt from tax.
Medical Leave Insurance Employer Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	MLI employer gross subject to income tax but is withholdable after all pretax reductions.
Medical Leave Insurance Employer Subject Withholdable	Relationship Tax Unit,State Year to Date	No	MLI employer gross subject to income tax and is withholdable.
Medical Leave Insurance Employer Subject Not Withholdable	Relationship Tax Unit,State Year to Date	Yes	MLI employer gross subject to income tax and isn't withholdable.
Medical Leave Insurance Employer Taxable	Relationship Tax Unit,State Year to Date	Yes	MLI employer gross subject to tax and is withholdable.
Medical Leave Insurance Employer Liability	Relationship Tax Unit,State Year to Date	Yes	MLI employer income tax liability for the area.

State LTC Employee Balances

Balance name	Dimension name	Required for initialization	Definition
Long Term Care Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employee LTC for states subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Long Term Care Employee Excess Income	Relationship Tax Unit,State Year to Date	No	LTC employee income that exceeds the taxable amount.
Long Term Care Employee Exempt	Relationship Tax Unit,State Year to Date	No	LTC employee income exempt from tax.
Long Term Care Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	LTC employee gross subject to income tax and is withholdable.
Long Term Care Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	LTC employee gross subject to income tax but is withholdable after all pretax reductions.
Long Term Care Employee Taxable	Relationship Tax Unit,State Year to Date	No	LTC employee gross subject to tax and is withholdable up to the taxable limit.
Long Term Care Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	LTC employee income tax withheld.
Long Term Care Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	LTC employee income tax not withheld for the area.

State Transit Tax Balances

State Transit Tax balances apply to the Oregon Transit Tax.

Balance name	Dimension name	Required for initialization	Definition
State Transit Tax Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
State Transit Tax Exempt	Relationship Tax Unit,State Year to Date	No	Income exempt from tax.
State Transit Tax Subject Withholdable	Relationship Tax Unit,State Year to Date	No	Income subject to tax and is withholdable.
State Transit Tax Subject Not Withholdable	Relationship Tax Unit,State Year to Date	Yes	Income subject to tax and isn't withholdable.
State Transit Tax Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	Income subject to tax but is withholdable after all pretax reductions.
State Transit Tax Withheld	Relationship Tax Unit,State Year to Date	Yes	Tax withheld for the area.
State Transit Tax Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	Tax not withheld for the area.

SIT Balances

Balance name	Dimension name	Required for initialization	Definition
SIT Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned in states subject to SIT. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
SIT Exempt	Relationship Tax Unit,State Year to Date	No	Total exemption amount that reduces state gross. Includes any amount of gross exempt from: SIT withholding Reporting of wages
SIT Subject Withholdable	Relationship Tax Unit,State Year to Date	No	State gross subject to SIT and is withholdable.
SIT Subject Not Withholdable	Relationship Tax Unit,State Year to Date	Yes	State gross subject to SIT but isn't withholdable.
SIT 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces state gross. Applies to base 401 (k) contributions only.
SIT 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces state gross.
SIT 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces state gross.
SIT Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces state gross. Includes any Section 125 dependent care FSA.
SIT Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces state gross. Includes pretax medical, dental, vision, and so on.
SIT Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce state gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
SIT Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce state gross. Represents the sum of SIT 401k Reductions, SIT Dependent Care Reductions, SIT Section 125 Reductions, and SIT Other Pretax Reductions.
SIT Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	State gross subject to SIT but is withholdable after all pretax reductions. Amount that the tax is calculated against.
SIT Withheld	Relationship Tax Unit,State Year to Date	Yes	SIT withheld for the area.
SIT Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	SIT not withheld for the area.

SUI Employee Balances

Balance name	Balance dimension	Required for initialization	Definition
SUI Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employee SUI for states subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
SUI Employee Exempt	Relationship Tax Unit,State Year to Date	No	Total exemption amount that reduces SUI employee gross. Includes any amount of gross exempt from: SUI withholding Reporting of wages
SUI Employee Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of SUI employee gross. Amount of gross wages above the taxable limit.
SUI Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	SUI employee gross subject to income tax and is withholdable.
SUI Employee 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces SUI employee gross. Applies to base 401 (k) contributions only.
SUI Employee 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces SUI employee gross. Applies to base 403 (b) contributions only.
SUI Employee 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces SUI employee gross. Applies to base 457 (b) contributions only.
SUI Employee Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces SUI employee gross. Includes any Section 125 dependent care FSA.
SUI Employee Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces SUI employee gross. Includes pretax medical, dental, vision, and so on.
SUI Employee Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce SUI employee gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
SUI Employee Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce SUI employee gross. Represents the sum of SUI 401k Reductions, SUI Dependent Care Reductions, SUI Section 125 Reductions, and SUI Other Pretax Reductions.
SUI Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	SUI employee gross subject to income tax but is withholdable after all pretax reductions.
SUI Employee Taxable	Relationship Tax Unit,State Year to Date	Yes	SUI employee gross subject to income tax and is withholdable. Amount the tax is calculated against.
SUI Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	SUI employee income tax withheld for the area.
SUI Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	SUI employee income tax but not withheld for the area.

SUI Employer Balances

Balance name	Dimension name	Requried for initialization	Definition
SUI Employer Gross	Relationship Tax Unit,State Year to Date	Yes	Gross pay earned for employer SUI for states that are subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
SUI Employer Exempt	Relationship Tax Unit,State Year to Date	No	Total exemption amount that reduces SUI employer gross. Includes any amount of gross exempt from: SUI withholding Reporting of wages
SUI Employer Excess	Relationship Tax Unit,State Year to Date	No	Total excess amount of SUI employer gross. Amount of gross wages above the taxable limit.
SUI Employer Subject Withholdable	Relationship Tax Unit,State Year to Date	No	SUI employer gross subject to income tax and is withholdable.
SUI Employer 401k Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 401 (k) amount that reduces SUI employer gross. Applies to base 401 (k) contributions only.
SUI Employer 403b Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 403 (b) amount that reduces SUI employer gross. Applies to base 403 (b) contributions only.
SUI Employer 457 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax 457 (b) amount that reduces SUI employer gross. Applies to base 457 (b) contributions only.
SUI Employer Dependent Care Reductions	Relationship Tax Unit,State Year to Date	No	Pretax dependent care amount that reduces SUI employer gross. Includes any Section 125 dependent care FSA.
SUI Employer Section 125 Reductions	Relationship Tax Unit,State Year to Date	No	Pretax Section 125 amount that reduces SUI employer gross. Includes pretax medical, dental, vision, and so on.
SUI Employer Other Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Other pretax amounts that reduce SUI employer gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
SUI Employer Pretax Reductions	Relationship Tax Unit,State Year to Date	No	Total pretax deductions that reduce SUI employer gross. Represents the sum of SUI Employer 401k Reductions, SUI Employer Dependent Care Reductions, SUI Employer Section 125 Reductions, and SUI Employer Other Pretax Reductions.
SUI Employer Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	SUI employer gross subject to income tax but is withholdable after all pretax reductions.
SUI Employer Taxable	Relationship Tax Unit,State Year to Date	Yes	SUI employer gross subject to tax and is withholdable. Amount the tax is calculated against.
SUI Employer Liability	Relationship Tax Unit,State Year to Date	Yes	SUI employer income tax liability for the area.

Metro Tax Employee Balances

Balance name	Dimension name	Required for initialization	Definition
Metro Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee gross pay subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Metro Employee Gross Resident	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee resident gross pay subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Metro Employee Gross Nonresident	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee nonresident gross pay subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Metro Employee Excess Income	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee income that exceeds the taxable amount.
Metro Employee Excess Income Resident	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee resident income that exceeds the taxable amount.
Metro Employee Excess Income Nonresident	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee nonresident income that exceeds the taxable amount.
Metro Employee Exempt	Relationship Tax Unit,State Year to Date	No	Oregon Metro Total exemption amount that reduces Metro employee gross. Includes any amount of gross exempt from: Metro withholding Reporting of wages
Metro Employee Exempt Resident	Relationship Tax Unit,State Year to Date	No	Oregon Metro Total exemption amount that reduces Metro employee resident gross. Includes any amount of gross exempt from: Metro withholding Reporting of wages
Metro Employee Exempt Nonresident	Relationship Tax Unit,State Year to Date	No	Oregon Metro Total exemption amount that reduces Metro employee nonresident gross. Includes any amount of gross exempt from: Metro withholding Reporting of wages
Metro Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee gross subject to income tax and is withholdable.
Metro Employee Subject Withholdable Resident	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee resident gross subject to income tax and is withholdable.
Metro Employee Subject Withholdable Nonresident	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee nonresident gross subject to income tax and is withholdable.
Metro Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee gross subject to income tax and is withholdable after all pretax reductions.
Metro Employee Reduced Subject Withholdable Resident	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee resident gross subject to income tax and is withholdable after all pretax reductions.
Metro Employee Reduced Subject Withholdable Nonresident	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee nonresident gross subject to income tax and is withholdable after all pretax reductions.
Metro Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee income tax withheld.
Metro Employee Withheld Resident	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee resident income tax withheld.
Metro Employee Withheld Nonresident	Relationship Tax Unit,State Year to Date	Yes	Oregon Metro employee nonresident income tax withheld.
Metro Employee Withheld Not Taken	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee income tax not withheld for the area.
Metro Employee Withheld Not Taken Resident	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee resident income tax not withheld for the area.
Metro Employee Withheld Not Taken Nonresident	Relationship Tax Unit,State Year to Date	No	Oregon Metro employee nonresident income tax not withheld for the area.

State Miscellaneous Tax Employee Balances

Currently, only Vermont childcare contributions use these balances.

Balance name	Dimension name	Required for initialization	Definition
State Miscellaneous Employee Gross	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employee gross pay subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
State Miscellaneous Employee Exempt	Relationship Tax Unit,State Year to Date	No	Vermont Child Care Contribution employee income exempt from tax.
State Miscellaneous Employee Subject Withholdable	Relationship Tax Unit,State Year to Date	No	Vermont Child Care Contribution employee gross subject to tax and is withholdable.
State Miscellaneous Employee Subject Not Withholdable	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employee gross subject to tax but isn't withholdable.
State Miscellaneous Employee Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employee gross subject to tax and is withholdable after all pretax reductions.
State Miscellaneous Employee Withheld	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employee income tax withheld.

State Miscellaneous Tax Employer Balances

Currently, only Vermont childcare contributions use these balances.

Balance name	Dimension name	Required for initialization	Definition
State Miscellaneous Employer Gross	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employer gross pay subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
State Miscellaneous Employer Exempt	Relationship Tax Unit,State Year to Date	No	Vermont Child Care Contribution employer income exempt from tax.
State Miscellaneous Employer Subject Withholdable	Relationship Tax Unit,State Year to Date	No	Vermont Child Care Contribution employer gross subject to tax and is withholdable.
State Miscellaneous Employer Subject Not Withholdable	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employer gross subject to tax but isn't withholdable.
State Miscellaneous Employer Reduced Subject Withholdable	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employer gross subject to tax and is withholdable after all pretax reductions.
State Miscellaneous Employer Liability	Relationship Tax Unit,State Year to Date	Yes	Vermont Child Care Contribution employer income tax liability.

City Income Tax Balances

Note: If an employee's work or residence is in a Pennsylvania PA Act 32 jurisdiction, you must initialize additional local-level balances. These balances are listed in the Pennsylvania Act 32 City and School Local Income Tax Balances table.For Pennsylvania Act 32 balances:

Balance name	Dimension name	Required for initialization	Definition
City Gross		Yes	Gross pay earned in the city for cities subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
City Gross Resident		Yes	Gross pay earned in the resident city. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Gross Nonresident		Yes	Gross pay earned in the nonresident city. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Exempt	Relationship Tax Unit,City Year to Date	No	Total exemption amount that reduces city gross. Includes any amount of gross exempt from: City withholding Reporting of wages
City Subject Withholdable	Relationship Tax Unit,City Year to Date	No	City gross subject to income tax and is withholdable.
City Subject Not Withholdable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to income tax but isn't withholdable.
City Subject Not Withholdable Resident	Relationship Tax Unit,City Year to Date	Yes	City gross resident wages subject to income tax but aren't withholdable. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Subject Not Withholdable Nonresident	Relationship Tax Unit,City Year to Date	Yes	City gross nonresident wages subject to income tax but aren't withholdable. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City 401k Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 401 (k) amount that reduces city gross. Applies to base 401 (k) contributions only.
City 403b Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 403 (b) amount that reduces city gross. Applies to base 403 (b) contributions only.
City 457 Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 457 (b) amount that reduces city gross. Applies to base 457 (b) contributions only.
City Dependent Care Reductions	Relationship Tax Unit,City Year to Date	No	Pretax dependent care amount that reduces city gross. Includes any Section 125 dependent care FSA.
City Section 125 Reductions	Relationship Tax Unit,City Year to Date	No	Pretax Section 125 amount that reduces city gross. Includes pretax medical, dental, vision, and so on.
City Other Pretax Reductions	Relationship Tax Unit,City Year to Date	No	Other pretax amounts that reduce city gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
City Pretax Reductions	Relationship Tax Unit,City Year to Date	No	Total pretax deductions that reduce city gross. Represents the sum of City 401k Reductions, City Dependent Care Reductions, City Section 125 Reductions, and City Other Pretax Reductions.
City Reduced Subject Withholdable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to income tax but is withholdable after all pretax reductions. Amount the tax is calculated against.
City Reduced Subject Withholdable Resident	Relationship Tax Unit,City Year to Date	Yes	City gross resident wages subject to income tax but are withholdable after all pretax reductions. Amount the tax is calculated against. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Reduced Subject Withholdable Nonresident	Relationship Tax Unit,City Year to Date	Yes	City gross nonresident wages subject to income tax but are withholdable after all pretax reductions. Amount the tax is calculated against. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Withheld	Relationship Tax Unit,City Year to Date	Yes	City income tax withheld for the area.
City Withheld Resident	Relationship Tax Unit,City Year to Date	Yes	City income tax withheld for the resident jurisdiction. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Withheld Nonresident	Relationship Tax Unit,City Year to Date	Yes	City income tax withheld for the nonresident jurisdiction. Note: Don't initialize this balance if the employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
City Withheld Not Taken	Relationship Tax Unit,City Year to Date	No	City income tax not withheld for the area.
City Uncollected Tax Tip Wages Resident	Relationship Tax Unit,City Year to Date	Yes	Total resident wages for tipped employees for which no city tax was withheld. Note: For Philadelphia, Pennsylvania reporting only.
City Uncollected Tax Tip Wages Nonresident	Relationship Tax Unit,City Year to Date	Yes	Total nonresident wages for tipped employees for which no city tax was withheld. Note: For Philadelphia, Pennsylvania reporting only.
City Uncollected Tax Tip Withheld Nonresident	Relationship Tax Unit,City Year to Date	Yes	Total nonresident uncollected tax withheld for tipped employees for which no city tax was withheld. Note: For Louisville, Kentucky reporting only.
City Uncollected Tax Tip Withheld Resident	Relationship Tax Unit,City Year to Date	Yes	Total resident uncollected tax withheld for tipped employees for which no city tax was withheld. Note: For Louisville, Kentucky reporting only.

City Miscellaneous Tax Employee Balances

Currently, these balances apply only to the Eugene, Oregon Safety Tax.

Balance name	Dimension name	Required for initialization	Definition
City Miscellaneous Employee Gross	Relationship Tax Unit,City Year to Date	Yes	Gross pay earned in the city that is subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
City Miscellaneous Employee Exempt	Relationship Tax Unit,City Year to Date	No	Total exemption amount that reduces city gross. Includes any amount of gross exempt from: Withholding Reporting of wages
City Miscellaneous Employee Subject Withholdable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to income tax and is withholdable.
City Miscellaneous Employee Reduced Subject Withholdable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to income tax but is withholdable after all pretax reductions.
City Miscellaneous Employee Taxable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to tax and is withholdable up to the taxable limit. Amount the tax is calculated against.
City Miscellaneous Employee Withheld	Relationship Tax Unit,City Year to Date	Yes	City tax withheld for the area.
City Miscellaneous Employee Withheld Not Taken	Relationship Tax Unit,City Year to Date	No	City tax but not withheld for the area.

City Miscellaneous Tax Employer Balances

Currently, these balances apply only to the Eugene, Oregon Safety Tax.

Balance name	Dimension name	Required for initialization	Definition
City Miscellaneous Employer Gross	Relationship Tax Unit,City Year to Date	Yes	Gross pay earned in the city subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
City Miscellaneous Employer Exempt	Relationship Tax Unit,City Year to Date	No	Total exemption amount that reduces city gross. Includes any amount of gross exempt from: Withholding Reporting of wages
City Miscellaneous Employer Subject Withholdable	Relationship Tax Unit,City Year to Date	No	City gross subject to income tax and is withholdable.
City Miscellaneous Employer Reduced Subject Withholdable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to income tax but is withholdable after all pretax reductions.
City Miscellaneous Employer Taxable	Relationship Tax Unit,City Year to Date	Yes	City gross subject to tax and is withholdable up to the taxable limit. Amount the tax is calculated against.
City Miscellaneous Employer Liability	Relationship Tax Unit,City Year to Date	Yes	City tax liability for the area.

County Income Tax Balances

Balance name	Dimension name	Required for initialization	Definition
County Gross	Relationship Tax Unit,County Year to Date	Yes	Gross pay earned in the county for counties subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
County Gross Resident	Relationship Tax Unit,County Year to Date	Yes	Gross pay earned in the resident county subject to tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
County Gross Nonresident	Relationship Tax Unit,County Year to Date	Yes	Gross pay earned in the nonresident county subject to tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
County Exempt	Relationship Tax Unit,County Year to Date	No	Total exemption amount that reduces county gross. Includes any amount of gross exempt from: County withholding Reporting of wages
County Subject Withholdable	Relationship Tax Unit,County Year to Date	No	County gross subject to income tax and is withholdable.
County Subject Not Withholdable	Relationship Tax Unit,County Year to Date	Yes	County gross subject to income tax but isn't withholdable.
County Subject Not Withholdable Resident	Relationship Tax Unit,County Year to Date	Yes	County gross resident wages subject to income tax but aren't withholdable.
County Subject Not Withholdable Nonresident	Relationship Tax Unit,County Year to Date	Yes	County gross nonresident wages subject to income tax but aren't withholdable.
County 401k Reductions	Relationship Tax Unit,County Year to Date	No	Pretax 401 (k) amount that reduces county gross. Applies to base 401 (k) contributions only.
County 403b Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 403 (b) amount that reduces county gross. Applies to base 403 (b) contributions only.
County 457 Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 457 (b) amount that reduces county gross. Applies to base 457 (b) contributions only.
County Dependent Care Reductions	Relationship Tax Unit,County Year to Date	No	Pretax dependent care amount that reduces county gross. Includes any Section 125 dependent care FSA.
County Section 125 Reductions	Relationship Tax Unit,County Year to Date	No	Pretax Section 125 amount that reduces county gross. Includes pretax medical, dental, vision, and so on.
County Other Pretax Reductions	Relationship Tax Unit,County Year to Date	No	Other pretax amounts that reduce county gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
County Pretax Reductions	Relationship Tax Unit,County Year to Date	No	Total pretax deductions that reduce county gross. Represents the sum of County 401k Reductions, County Dependent Care Reductions, County Section 125 Reductions, and County Other Pretax Reductions.
County Reduced Subject Withholdable	Relationship Tax Unit,County Year to Date	Yes	County gross subject to income tax but is withholdable after all pretax reductions. Amount the tax is calculated against.
County Reduced Subject Withholdable Resident	Relationship Tax Unit,County Year to Date	Yes	County gross resident wages subject to income tax but are withholdable after all pretax reductions. Amount the tax is calculated against.
County Reduced Subject Withholdable Nonresident	Relationship Tax Unit,County Year to Date	Yes	County gross nonresident wages subject to income tax but are withholdable after all pretax reductions. Amount the tax is calculated against.
County Withheld	Relationship Tax Unit,County Year to Date	Yes	County income tax withheld for the area.
County Withheld Resident	Relationship Tax Unit,County Year to Date	Yes	County income tax withheld for the resident jurisdiction.
County Withheld Nonresident	Relationship Tax Unit,County Year to Date	Yes	County income tax withheld for the nonresident jurisdiction.
County Withheld Not Taken	Relationship Tax Unit,County Year to Date	No	County income tax but not withheld for the area.

County Mental Health Tax Balances

Currently, these balances apply to only the Boone County and Campbell County, Kentucky Mental Health Tax. This tax is a work tax, and resident balances aren't applicable.

Balance name	Dimension name	Required for initialization	Definition
Mental Health Tax Nonresident Gross	Relationship Tax Unit,County Year to Date	Yes	Gross pay earned in the nonresident county that is subject to tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Mental Health Tax Nonresident Exempt	Relationship Tax Unit,County Year to Date	No	Total exemption amount that reduces gross. Includes any amount of gross exempt from: Withholding Reporting of wages
Mental Health Tax Nonresident Subject Withholdable	Relationship Tax Unit,County Year to Date	No	Gross nonresident wages subject to income tax and are withholdable.
Mental Health Tax Nonresident Subject Not Withholdable	Relationship Tax Unit,County Year to Date	Yes	Gross nonresident wages subject to income tax but aren't withholdable.
Mental Health Tax Nonresident Reduced Subject Withholdable	Relationship Tax Unit,County Year to Date	Yes	Gross nonresident wages subject to income tax but are withholdable after all pretax reductions.
Mental Health Tax Nonresident Taxable	Relationship Tax Unit,County Year to Date	Yes	Gross nonresident wages subject to tax and are withholdable up to the taxable limit. Note: Applies to Boone County only. Support for Campbell County begins January 2025.
Mental Health Tax Withheld	Relationship Tax Unit,County Year to Date	Yes	Tax withheld for the area.
Mental Health Tax Not Taken	Relationship Tax Unit,County Year to Date	No	Tax not withheld for the area.

County Miscellaneous Tax Balances

Currently, these balances apply to only the Campbell County, KY Senior Citizen Tax.

Balance name	Dimension name	Required for initialization	Definition
County Miscellaneous Employee Gross	Relationship Tax Unit,County Year to Date	Yes	Gross pay earned in the nonresident county that is subject to tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
County Miscellaneous Employee Subject Withholdable	Relationship Tax Unit,County Year to Date	No	County miscellaneous tax subject to income tax and is withholdable.
County Miscellaneous Employee Reduced Subject Withholdable	Relationship Tax Unit,County Year to Date	Yes	County miscellaneous tax subject to income tax but is withholdable after all pretax reductions.
County Miscellaneous Employee Withheld	Relationship Tax Unit,County Year to Date	Yes	County miscellaneous tax withheld for the area.
County Miscellaneous Employee Withheld Not Taken	Relationship Tax Unit,County Year to Date	No	County miscellaneous tax not withheld for the area.

Head Tax Balances

Balance name	Dimension name	Required for initialization	Definition
Head Tax Gross	Relationship Tax Unit,City Year to Date	Yes	Gross pay earned in cities subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
Head Tax Exempt	Relationship Tax Unit,City Year to Date	No	Total exemption amount that reduces head tax gross. Includes any amount of gross exempt from: Withholding Reporting of wages
Head Tax Subject Withholdable	Relationship Tax Unit,City Year to Date	No	Head tax gross subject to income tax and is withholdable.
Head Tax Subject Not Withholdable	Relationship Tax Unit,City Year to Date	Yes	Head tax gross subject to income tax but isn't withholdable.
Head Tax 401k Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 401 (k) amount that reduces head tax gross. Applies to base 401 (k) contributions only.
Head Tax 403b Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 403 (b) amount that reduces head tax gross Applies to base 403 (b) contributions only.
Head Tax 457 Reductions	Relationship Tax Unit,City Year to Date	No	Pretax 457 (b) amount that reduces head tax gross Applies to base 457 (b) contributions only.
Head Tax Dependent Care Reductions	Relationship Tax Unit,City Year to Date	No	Pretax dependent care amount that reduces head tax gross. Includes any Section 125 dependent care FSA.
Head Tax Section 125 Reductions	Relationship Tax Unit,City Year to Date	No	Pretax Section 125 amount that reduces head tax gross. Includes pretax medical, dental, vision, and so on.
Head Tax Other Pretax Reductions	Relationship Tax Unit,City Year to Date	No	Other pretax amounts that reduce head tax gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
Head Tax Pretax Reductions	Relationship Tax Unit,City Year to Date	No	Total pretax deductions that reduce head tax gross. Represents the sum of the Head Tax 401k Reductions, Head Tax Dependent Care Reductions, Head Tax Section 125 Reductions, and Head Tax Other Pretax Reductions balances.
Head Tax Reduced Subject Withholdable	Relationship Tax Unit,City Year to Date	Yes	Head tax gross subject to tax but is withholdable after all pretax reductions. Amount the tax is calculated against.
Head Tax Withheld	Relationship Tax Unit,City Year to Date	Yes	Head tax withheld for the area.
Head Tax Withheld Not Taken	Relationship Tax Unit,City Year to Date	No	Head tax not withheld for the area.

School District Income Tax Balances

Note: If the employee's work or residence is in a Pennsylvania Act 32 jurisdiction, you must initialize additional local-level balances. These balances are listed in the Pennsylvania Act 32 City and School Local Income Tax Balances table.

Balance name	Dimension name	Required for initialization	Definition
School Gross	Relationship Tax Unit,School Year to Date	Yes	Gross pay earned in the school district for districts subject to the tax. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments.
School Exempt	Relationship Tax Unit,School Year to Date	No	Total exemption amount that reduces school district gross. Includes any amount of gross exempt from: School district withholding Reporting of wages
School Subject Withholdable	Relationship Tax Unit,School Year to Date	No	School district gross subject to income tax and is withholdable.
School Subject Not Withholdable	Relationship Tax Unit,School Year to Date	Yes	School district gross subject to income tax but isn't withholdable.
School 401k Reductions	Relationship Tax Unit,School Year to Date	No	Pretax 401 (k) amount that reduces school district gross. Applies to base 401 (k) contributions only.
School 403b Reductions	Relationship Tax Unit,School Year to Date	No	Pretax 403 (b) amount that reduces school district gross. Applies to base 403 (b) contributions only.
School 457 Reductions	Relationship Tax Unit,School Year to Date	No	Pretax 457 (b) amount that reduces school district gross. Applies to base 457 (b) contributions only.
School Dependent Care Reductions	Relationship Tax Unit,School Year to Date	No	Pretax dependent care amount that reduces school district gross. Includes any Section 125 dependent care FSA.
School Section 125 Reductions	Relationship Tax Unit,School Year to Date	No	Pretax Section 125 amount that reduces school district gross. Includes pretax medical, dental, vision, and so on.
School Other Pretax Reductions	Relationship Tax Unit,School Year to Date	No	Other pretax amounts that reduce school district gross. Includes pretax deductions for HSA, 401 (k) catch-up, 403 (b) catch-up, 457 (b) catch-up, and Nonqualified Deferred Compensation.
School Pretax Reductions	Relationship Tax Unit,School Year to Date	No	Total pretax deductions that reduce school district gross. Represents the sum of School 401k Reductions, School Dependent Care Reductions, School Section 125 Reductions, and School Other Pretax Reductions.
School Reduced Subject Withholdable	Relationship Tax Unit,School Year to Date	Yes	School district gross subject to income tax but is withholdable after all pretax reductions. Amount the tax is calculated against.
School Withheld	Relationship Tax Unit,School Year to Date	Yes	School district income tax withheld for the area.
School Withheld Not Taken	Relationship Tax Unit,School Year to Date	No	School district income tax not withheld for the area.

Pennsylvania Act 32 City and School Local Income Tax Balances

For dimensions other than Year to Date, the dimension name follows a different format. For example: Relationship Tax Unit, Area1, TaxUnit2, Area5,6 Quarter to Date.

Note: For Pennsylvania Act 32 jurisdictions, in addition to the balances in this table, you must initialize the balances in:

Balance name	Dimension name	Required for initialization	Definition
Local Gross	Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date	Yes	Gross pay earned. Includes all regular, supplemental, and imputed earnings. Doesn't include nonpayroll payments. Note: When initializing this balance, use the value for whichever of these balances is the highest.
Local Exempt	Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date	No	Total exemption amount that reduces city and school district gross. Includes any amount of gross exempt from: City and school district withholding Reporting of wages Note: When initializing this balance, use the value for whichever of these balances is the highest.
Local Subject Not Withholdable	Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date	Yes	Gross subject to income tax but isn't withholdable. Note: When initializing this balance, use the value for whichever of these balances is the highest.
Local Reduced Subject Withholdable	Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date	Yes	Gross subject to income tax and is withholdable after all pretax reductions. Amount the tax is calculated against. Note: When initializing this balance, use the value for whichever of these balances is the highest.
Local Withheld	Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date	Yes	Sum of the city and school district income tax withheld for the area. Note: When initializing this balance, use the value for whichever of these balances is the highest.

Year-end balances

These tables are sorted by balance name.

• Year-End Balances

• Year End Balances (Form 1099-R Reporting Only)

• Year End Balances (Puerto Rico Only)

For further info on these balances and how they are used, see Administering US End of Year Processing in the Help Center.

Year-End Balances

Balance name	Dimension name	Required for initialization	Definition
W2 401k	Relationship Tax Unit Year to Date	Yes	Elective deferrals to a section 401 (k) cash or deferred arrangement.
W2 403b	Relationship Tax Unit Year to Date	Yes	Elective deferrals under a section 403 (b) salary reduction agreement.
W2 408k	Relationship Tax Unit Year to Date	Yes	Elective deferrals under a section 408 (k)(6) salary reduction Simplified Employee Pension (SEP) plan.
W2 408p	Relationship Tax Unit Year to Date	Yes	Employee salary reduction contributions under a section 408 (p) SIMPLE plan.
W2 409a Nonqualified Income	Relationship Tax Unit Year to Date	Yes	Income under section 409A on a nonqualified deferred compensation plan.
W2 457	Relationship Tax Unit Year to Date	Yes	All deferrals under a section 457 (b) deferred compensation plan.
W2 501c	Relationship Tax Unit Year to Date	Yes	Elective deferrals to a section 501 (c)(18)(D) tax-exempt organization plan.
W2 Adoption	Relationship Tax Unit Year to Date	Yes	Adoption benefits.
W2 Aggregate Deferrals	Relationship Tax Unit Year to Date	Yes	Aggregated deferrals under section 83(i) elections as of the close of the calendar year.
W2 Allocated Tips	Relationship Tax Unit Year to Date	Yes	Allocated tips.
W2 BOX 14A	Relationship Tax Unit Year to Date	Yes	User-defined. Note: For the New York domestic partner benefits contribution, use the W2 BOX 14A balance and Box 14A lookup code.
W2 BOX 14B	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14C	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14D	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14E	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14F	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14G	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14H	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14I	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14J	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14X	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 BOX 14Z	Relationship Tax Unit Year to Date	Yes	User-defined.
W2 Dependent Care	Relationship Tax Unit Year to Date	Yes	Dependent care.
W2 Employer Health Reimbursement Benefits	Relationship Tax Unit Year to Date	Yes	Permitted benefits under a qualified small employer health reimbursement arrangement. Applies to employers with fewer than 50 employees.
W2 Excise Parachute	Relationship Tax Unit Year to Date	Yes	20% excise tax on excess golden parachute payments.
W2 Expense Reimbursement	Relationship Tax Unit Year to Date	Yes	Substantiated employee business expense reimbursements.
W2 Family Leave Insurance	Relationship Tax Unit Year to Date	Yes	Family leave insurance.
W2 Group Term Life	Relationship Tax Unit Year to Date	Yes	Cost of group-term life insurance over $50,000.
W2 Health Coverage	Relationship Tax Unit Year to Date	Yes	Health coverage.
W2 Health Saving Account	Relationship Tax Unit Year to Date	Yes	Employer contributions to an HSA.
W2 Medical Saving Account	Relationship Tax Unit Year to Date	Yes	Employer contributions to a Medical Savings Account (MSA).
W2 Nonqualified 457	Relationship Tax Unit Year to Date	Yes	Nonqualified plans.
W2 Nonqualified Deferred Compensation	Relationship Tax Unit Year to Date	Yes	Nonqualified plans.
W2 Nonqualified Plan	Relationship Tax Unit Year to Date	Yes	Nonqualified plans.
W2 Nonqualified Stock	Relationship Tax Unit Year to Date	Yes	Nonqualified plans.
W2 Nontax Combat	Relationship Tax Unit Year to Date	Yes	Nontaxable combat pay.
W2 Nontax Sick	Relationship Tax Unit Year to Date	Yes	Nontaxable sick pay.
W2 Pension Plan	Relationship Tax Unit Year to Date	Yes	Pension plans.
W2 Qualified Equity Grants	Relationship Tax Unit Year to Date	Yes	Income from qualified equity grants under section 83(i).
W2 Qualified Move	Relationship Tax Unit Year to Date	Yes	Excludable moving expense reimbursement paid directly to an employee who is a member of the U.S. Armed Forces.
W2 Roth 401k	Relationship Tax Unit Year to Date	Yes	Elective deferrals to a section Roth 401 (k) cash or deferred arrangement.
W2 Roth 403b	Relationship Tax Unit Year to Date	Yes	Elective deferrals under a section Roth 403 (b) salary reduction agreement.
W2 Roth 457B	Relationship Tax Unit Year to Date	Yes	Elective deferrals under a section Roth 457 (b) salary reduction agreement.
W2 Social Security Tips	Relationship Tax Unit Year to Date	Yes	Amount of tips paid to the employee during the calendar year.
W2 Third Party Sick Pay	Relationship Tax Unit Year to Date	Yes	Third-party sick pay.
W2 Uncollected Medicare Group Term Life	Relationship Tax Unit Year to Date	Yes	Uncollected Medicare tax on cost of group-term life insurance over $50,000 (for former employees).
W2 Uncollected Medicare Tips	Relationship Tax Unit Year to Date	Yes	Uncollected Medicare tax on tips.
W2 Uncollected Social Security Group Term Life	Relationship Tax Unit Year to Date	Yes	Uncollected Social Security or Railroad Retirement (RRTA) tax on cost of group-term life insurance over $50,000 (for former employees).
W2 Uncollected Social Security Tax Tips	Relationship Tax Unit Year to Date	Yes	Uncollected Social Security or RRTA tax on tips.

Year-End Balances (Form 1099-R Reporting Only)

If you are reporting balances for retirees for Form 1099-R (such as distributions from pensions, annuities, retirement or profit-sharing Plans, IRAs, insurance contracts, and so on), in addition to the balances listed in this table, you must initialize these balances.

• FIT Gross

• FIT Withheld

• SIT Reduced Subject Withholdable

• SIT Subject Not Withholdable

• SIT Withheld

Balance name	Dimension name	Required for initialization	Definition
Form 1099R Capital Gain	Relationship Tax Unit Year to Date	Yes	Amount of the total distribution eligible for capital gains.
Form 1099R Employee Contributions or Insurance Premiums	Relationship Tax Unit Year to Date	Yes	Contributions to a profit-sharing, retirement plan, or insurance premiums that the person may recover tax-free.
Form 1099R In Plan Roth Rollover	Relationship Tax Unit Year to Date	Yes	Amount of the distribution for the year, allocable to an In-Plan ROTH Rollover. This In-Plan ROTH Rollover must be made within 5 years of the rollover's tax year.
Form 1099R Net Unrealized Appreciation	Relationship Tax Unit Year to Date	Yes	Distribution from a qualified plan that includes securities of the employer.
Form 1099R Other	Relationship Tax Unit Year to Date	Yes	Current actuarial value of an annuity contract that is part of a lump-sum distribution.
Form 1099R Taxable Distribution	Relationship Tax Unit Year to Date	Yes	Taxable amount of the total distribution before income tax or other deductions are withheld.
Form 1099R Total Employee Contributions	Relationship Tax Unit Year to Date	No	Total employee contributions or designated Roth contributions. This is informational only.

Year End Balances (Puerto Rico Only)

Balance name	Dimension name	Required for initialization	Definition
W2 Territory 401k	Relationship Tax Unit,State Year to Date	Yes	Territory 401 (k). Note: You must set the State input value on the results elements of any user-defined deductions that feed this balance. Set this input value to 72.
W2 Territory Allowances	Relationship Tax Unit,State Year to Date	Yes	Excess of the Puerto Rico Young Entrepreneurs Act for eligible employees.
W2 Territory Charitable Contributions	Relationship Tax Unit,State Year to Date	Yes	Amount of charitable contributions during the calendar year.
W2 Territory Commissions	Relationship Tax Unit,State Year to Date	Yes	Excess of the Puerto Rico Young Entrepreneurs Act for eligible employees.
W2 Territory Compensation paid due to dismissal	Relationship Tax Unit,State Year to Date	Yes	Territory compensation or indemnification paid to an employee due to dismissal.
W2 Territory Disaster Assistance Qualified Payment	Relationship Tax Unit,State Year to Date	Yes	Territory disaster payments declared exempt by the Governor of Puerto Rico or the President of the United States.
W2 Territory Exempt Salary	Relationship Tax Unit,State Year to Date	Yes	Territory exempt salary.
W2 Territory Fringe Benefits	Relationship Tax Unit,State Year to Date	Yes	Territory fringe benefits.
W2 Territory Government Employee Savings Plan	Relationship Tax Unit,State Year to Date	Yes	Territory government employee savings plan. Note: You must set the State input value on the results elements of any user-defined deductions that feed this balance. Set this input value to 72.
W2 Territory Government Retirement Fund	Relationship Tax Unit,State Year to Date	Yes	Territory government retirement fund. Note: You must set the State input value on the results elements of any user-defined deductions that feed this balance. Set this input value to 72.
W2 Territory Payments to professionals regarding hard-to-fill positions	Relationship Tax Unit,State Year to Date	Yes	Territory payments to professionals regarding hard-to-fill positions.
W2 Territory Payments under the Voluntary Transition Program	Relationship Tax Unit,State Year to Date	Yes	Territory payments to public employees under the Voluntary Transition Program.
W2 Territory Physician Stipend	Relationship Tax Unit,State Year to Date	Yes	Territory physician stipend.
W2 Territory Police Overtime Wages	Relationship Tax Unit,State Year to Date	Yes	Territory police overtime wages.
W2 Territory Public Employee Emergency Overtime Wages	Relationship Tax Unit,State Year to Date	Yes	Territory public employee emergency overtime wages.
W2 Territory Researcher Compensation	Relationship Tax Unit,State Year to Date	Yes	Territory researcher compensation.
W2 Territory Tips	Relationship Tax Unit Year to Date	Yes	Excess of the Puerto Rico Young Entrepreneurs Act for eligible employees.
W2 Territory Vacation and Sick Leave Liquidation Payment Early Retirement	Relationship Tax Unit,State Year to Date	Yes	Territory vacation and sick leave payment.

Other balances

These balances don't fit into a single category.

Balance name	Dimension name	Required for initialization	Definition
ACA Employee Eligible Hours	Relationship No Calculation Breakdown Inception to Date	No	Affordable Care Act (ACA) hours worked-to-date for the employee, for the measurement period. Measurement period for the employee is any 12-month period.
Gross Earnings	Relationship Tax Unit Year to Date	No	Total of all earnings, including imputed earnings.
Gross Pay	Relationship Tax Unit Year to Date	No	Total of all earnings, excluding imputed earnings.
Net	Relationship Tax Unit Year to Date	No	Gross earnings reduced by taxes, pretax deductions, and all other deductions.
Net Payment	Relationship Tax Unit Year to Date	No	Sum of net and all nonpayroll payments, such as expense reimbursements, if paid through payroll.
PR Youth Exempt Wages	Relationship Tax Unit,State Year to Date	Yes	For employees age 16 through 26, gross annual income up to the $40,000 maximum.

User-defined balances

User-defined balances help you manage values required for a configured element. This includes elements and balances for a customer-specific requirement, such as setting up support for a customized 401 (k). Any balances you create and maintain for these kinds of elements may require initialization. Refer to the Secondary Classification Summary-Level Balances section below to determine what associated balances require initialization.

You must review each user-defined element to see if its associated balances require initialization. For involuntary deduction elements subject to a total owed, you must initialize the element's base balance.

Balance name	Dimension name	Required for initialization	Definition
<element_name>	Relationship No Calculation Breakdown, Reference code 1,2 Inception to Date	Yes	The inception-to-date value that has already been accrued toward the total owed. Reference code 1 is the reference code from the card component. Reference code 2 is the element entry ID.

Summary-level balances

Summary-level balances can be:

• A grouping of other balances

• A total of other balances

A primary classification summary-level balance inherits with both its primary and secondary classification balances. For example, the Pretax Deductions primary classification has Deferred Compensation 401k as a secondary classification. Therefore, the summary-level balance for Pretax Deductions automatically includes Deferred Compensation 401k balances as well as the balances for all other pretax secondary classifications.

Note: Use the Pretax Deductions balance for all the elements with the Pretax Deductions primary classification. You may initialize this balance based on your own organizational requirements.The Deferred Compensation 401k balance represents the summary-level balance for the Deferred Compensation 401k secondary classification. This balance may require initialization based on your own organizational requirements.

To use the balances at these levels, initialize the balances associated with these classifications.

If you initialize an element-level balance, the initialization process doesn't include its summary-level balance. You must initialize it separately.

For example, if you are initializing a balance called Company X Deferred Compensation 401k, the process doesn’t automatically initialize its summary-level balances, such as:

• Deferred Compensation 401k

• Pretax Deductions

To initialize these summary-level balances, you can:

• Initialize the summary level balances along with the other balances

• Manually add additional balance feeds to the summary-level balances

The following table contains all secondary classification balances associated to the primary classification elements eligible for initialization.

Note: This table describes the balances that are:

Summary-Level Balances for Primary Element Classifications

Balance name	Dimension name	Definition
Deductions	Relationship Tax Unit Year to Date	Total of all values calculated by the elements using the Pretax Deductions, Tax Deductions, Employee Tax Credits, Involuntary Deductions, and Voluntary Deductions primary classifications.
Employee Tax Credits	Relationship Tax Unit Year to Date	Total of all elements of the Employee Tax Credits primary classification.
Employee Tax Deductions	Relationship Tax Unit Year to Date	Total of all elements of the Employee Tax Deductions primary classification.
Employer Liabilities	Relationship Tax Unit Year to Date	Total of all elements of the Employer Liabilities primary classification.
Employer Taxes	Relationship Tax Unit Year to Date	Total of all elements of the Employer Taxes primary classification.
Imputed Earnings	Relationship Tax Unit Year to Date	Total of all elements of the Imputed Earnings primary classification.
Involuntary Deductions	Relationship Tax Unit Year to Date	Total of all elements of the Involuntary Deductions primary classification.
Nonpayroll Payment	Relationship Tax Unit Year to Date	Total of all elements of the Nonpayroll Payment primary classification.
Pretax Deductions	Relationship Tax Unit Year to Date	Total of all elements of the Pretax Deductions primary classification.
Standard Earnings	Relationship Tax Unit Year to Date	Total of all elements of the Standard Earnings primary classification.
Supplemental Earnings	Relationship Tax Unit Year to Date	Total of all elements of the Supplemental Earnings primary classification.
Voluntary Deductions	Relationship Tax Unit Year to Date	Total of all elements of the Voluntary Deductions primary classification.

Summary-Level Balances for Secondary Element Classifications

This table contains all secondary classification summary balances associated to the primary classification elements eligible for initialization. For any summary balances not listed, you must define them manually with the Balance Definitions task.

Note: When defining elements or balances, don't give them the same names as any summary-level balances. This would create a conflict when the initialization process tries to derive the balance feeds for the initialization elements.

Primary classification balance	Secondary classification balance	Dimension
Employer Liabilities	Benefits Employer Paid Note: This balance isn't predefined. You must manually configure it.	Relationship Tax Unit Year to Date
Imputed Earnings	Domestic Partner Dependent	Relationship Tax Unit Year to Date
	Domestic Partner Nondependent	Relationship Tax Unit Year to Date
	Group Term Life	Relationship Tax Unit Year to Date
	Moving Expense Nonqualified and Taxable	Relationship Tax Unit Year to Date
	Moving Expense Qualified and Nontaxable	Relationship Tax Unit Year to Date
	Noncash Award	Relationship Tax Unit Year to Date
	Personal Use of Company Car	Relationship Tax Unit Year to Date
Involuntary Deductions	Alimony	Relationship Tax Unit Year to Date
	Bankruptcy Order	Relationship Tax Unit Year to Date
	Child Support	Relationship Tax Unit Year to Date
	Creditor Debt	Relationship Tax Unit Year to Date
	Debt Collection Improvement Act	Relationship Tax Unit Year to Date
	Educational Loan	Relationship Tax Unit Year to Date
	Employee Requested	Relationship Tax Unit Year to Date
	Garnishment	Relationship Tax Unit Year to Date
	Spousal Support	Relationship Tax Unit Year to Date
	Regional Tax Levy	Relationship Tax Unit Year to Date
	Tax Levy	Relationship Tax Unit Year to Date
Nonpayroll Payment	Expense Reimbursement	Assignment Tax Unit Year to Date
Pretax Deductions	Deferred Compensation 401k	Relationship Tax Unit Year to Date
	Deferred Compensation 401k Catch-Up	Relationship Tax Unit Year to Date
	Deferred Compensation 403b	Relationship Tax Unit Year to Date
	Deferred Compensation 403b Catch-Up	Relationship Tax Unit Year to Date
	Deferred Compensation 457	Relationship Tax Unit Year to Date
	Deferred Compensation 457 Catch-Up	Relationship Tax Unit Year to Date
	Dental Care 125	Relationship Tax Unit Year to Date
	Dependent Care 125	Relationship Tax Unit Year to Date
	Flexible Spending Account	Relationship Tax Unit Year to Date
	Health Care 125	Relationship Tax Unit Year to Date
	Health Savings Account	Relationship Tax Unit Year to Date
	Health Savings Account Catch-Up	Relationship Tax Unit Year to Date
	Nonqualified Deferred Compensation	Relationship Tax Unit Year to Date
	Vision Care 125	Relationship Tax Unit Year to Date
Standard Earnings	Overtime	Relationship Tax Unit Year to Date
	Premium	Relationship Tax Unit Year to Date
	Regular	Relationship Tax Unit Year to Date
	Regular Not Worked Note: This balance isn't predefined. You must manually configure it.	Relationship Tax Unit Year to Date
	Shift	Relationship Tax Unit Year to Date
Supplemental Earnings	Awards and Prizes	Relationship Tax Unit Year to Date
	Bonuses	Relationship Tax Unit Year to Date
	Cafeteria Plan	Relationship Tax Unit Year to Date
	Commission	Relationship Tax Unit Year to Date
	Deceased Employee Wages	Relationship Tax Unit Year to Date
	Deferred Compensation Distribution	Relationship Tax Unit Year to Date
	Dismissal Payments	Relationship Tax Unit Year to Date
	Job-Related Educational Assistance	Relationship Tax Unit Year to Date
	Jury Duty Pay	Relationship Tax Unit Year to Date
	Moving Expense Nonqualified	Relationship Tax Unit Year to Date
	Moving Expense Qualified	Relationship Tax Unit Year to Date
	Paid Time Off Payout	Relationship Tax Unit Year to Date
	Pension and Annuities	Relationship Tax Unit Year to Date
	Sick Pay	Relationship Tax Unit Year to Date
	Travel Taxable Reimbursement	Relationship Tax Unit Year to Date
Voluntary Deductions	Benefits After Tax	Relationship Tax Unit Year to Date
	Deferred Compensation Roth 401k	Relationship Tax Unit Year to Date
	Deferred Compensation Roth 401k Catch Up	Relationship Tax Unit Year to Date
	Deferred Compensation 403b Roth	Relationship Tax Unit Year to Date
	Deferred Compensation 403b Roth Catch-Up	Relationship Tax Unit Year to Date
	Deferred Compensation 457 Roth	Relationship Tax Unit Year to Date
	Deferred Compensation 457 Roth Catch-Up	Relationship Tax Unit Year to Date
	Employer Reimbursements	Relationship Tax Unit Year to Date
	Life Insurance	Relationship Tax Unit Year to Date
	Loans	Relationship Tax Unit Year to Date
	Pension Plan After Tax	Relationship Tax Unit Year to Date
	Pension Plan After Tax 403b	Relationship Tax Unit Year to Date
	Pension Plan After Tax 457	Relationship Tax Unit Year to Date
	Union Deductions	Relationship Tax Unit Year to Date

Miscellaneous balances

For the balances in the following table:

• You can use them to initialize limits or other important user-defined balances.

• They aren't summary-level balances like those described previously.

• They may be balances associated with elements automatically created by the Element task when you defined their base element.

Note: Don't initialize the balances related to total deferral or total pensions if your organization has only a single PSU (such as Total Deferred Compensation 401k and Total Pension Plan After Tax). These balances require initialization only if:

Balance name	Dimension name	Notes
Deferred Compensation 401k Catch Up Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation 401K Eligible Earnings	Relationship Tax Unit Year to Date
Deferred Compensation 401k Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation 403b Catch Up Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation 403b Eligible Earnings	Relationship Tax Unit Year to Date
Deferred Compensation 403b Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation 457 Catch Up Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation 457 Eligible Earnings	Relationship Tax Unit Year to Date
Deferred Compensation 457 Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation After Tax 403b Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation After Tax 457 Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation Roth 401k Catch Up Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation Roth 401k Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation Roth 403b Catch Up Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation Roth 403b Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation Roth 457 Catch Up Employer Match	Relationship Tax Unit Year to Date
Deferred Compensation Roth 457 Employer Match	Relationship Tax Unit Year to Date
Other Pretax	Relationship Tax Unit Year To Date
Pension Plan After Tax Employer Match	Relationship Tax Unit Year to Date
Sick Pay Wages	Relationship Tax Unit,State Year to Date
State Worked Hours	Relationship Tax Unit State, Quarter to Date	Initialize for mid-quarter conversions only. Used by quarterly tax filing for state unemployment reporting. For further info, see Hours Worked for State Unemployment Insurance Reporting (2729519.1) on My Oracle Support.
Total Deferred Compensation 401k	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 401k Catch Up	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 401k Catch Up Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 401k Eligible Earnings	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 401k Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 403b	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 403b Catch Up	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 403b Catch Up Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 403b Eligible Earnings	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 403b Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 457	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 457 Catch Up	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 457 Catch Up Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 457 Eligible Earnings	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation 457 Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation After Tax 403b	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation After Tax 403b Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation After Tax 457	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation After Tax 457 Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 401k	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 401k Catch Up	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 401k Catch Up Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 401k Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 403b	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 403b Catch Up	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 403b Catch Up Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 403b Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 457	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 457 Catch Up Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth 457 Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Deferred Compensation Roth Catch Up 457	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Pension Plan After Tax	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.
Total Pension Plan After Tax Employer Match	Relationship NoCB Year to Date	Used by the Local and Global Transfer process to copy balances.

Balances not eligible for initialization or adjustment

The balance initialization or adjustment processes don't support the balances in the following tables.

Workers' Compensation

Balance name	Definition
Workers Compensation	Employer liability for Workers' Compensation.
Workers Compensation Two Employer	Employer liability for Workers' Compensation two.
Workers Compensation Three Employer	Employer liability for Workers' Compensation three.
Workers Compensation Two Withheld	Employee tax withheld for Workers' Compensation two.
Workers Compensation Two Withheld Not Taken	Employee tax withheld but not taken for Workers' Compensation two.
Workers Compensation Withheld	Employee tax withheld for Workers' Compensation.
Workers Compensation Withheld Not Taken	Employee tax withheld but not taken for Workers' Compensation.

Year End

Balance name	Definition
W2 No Gross Earnings

Other

Use the Relationship Tax Unit, Balance Date Time Definition Period to Date dimension when initializing these balances.

Balance name	Definition
Cash Tips Reported	Summary-level under Imputed Earnings classification.
Tips Regular	Summary-level under Regular Earnings classification.
Tips Supplemental	Summary-level under Supplemental Earnings classification.