Troubleshoot Vertex and Tax Issues for the US

The installation and maintenance Vertex geocode and tax info is required for payroll processing. You may encounter some issues when managing your geocode data.

Once Vertex is installed, you run the Load Geographies and the Load Payroll Tax Information for US flows on a regular basis to maintain this info.

For further info, see the following topics in the Help Center.

• Load Payroll Tax Info for the US

• Manage Geography Info for the US

Diagnostic Tests

If you experience any issues when running these tasks, use the tests provided in the Diagnostic Dashboard to help identify the problems.

For further info, see Diagnostic Tests for the US in the Help Center.

Troubleshoot Vertex Issues

There are a variety of issues you may encounter with Vertex.

What might happen	How you can fix it
Invalid Address Data	To identify potentially invalid address data, run the following diagnostic tests. US HR and Payroll Geography Diagnostics Details US HR and Payroll Geography Setup and Health Check Report US HR and Payroll Geography Type Validity Use the US Postal Service's website to confirm combination you're trying to enter is valid. If valid, contact Oracle Support. Note: You can configure your addresses such that when you enter the ZIP Code, the other fields automatically populate appropriately. For further info, see Configure Addresses for the US in the Help Center.
You don't have a Payroll license and don't want address validation	Use the Manage Features by Country or Territory task to switch your product extension to Human Resources or None, and run the Load Geographies flow again. If you have never run this process, don't run it. Setting the product extension to HR-only should suffice. For further info, see Manage Geography Info for the US in the Help Center.
The payroll process fails with this error. This payroll run was stopped due to an ongoing tax data update process.	Retry this payroll after the patching window.

Contact Oracle Support with any issues not resolved using the troubleshooting tips.

Troubleshoot Tax Issues

There are a variety of issues you may encounter when uploading and using the tax info.

What might happen	How you can fix it
Errors during payroll calculation	Confirm you have properly associated a tax reporting unit (TRU) with the person's Tax Withholding card. For further info, see Tax Withholding Card in the Help Center. To help identify the cause of the errors, run the payroll diagnostic tests from the Diagnostic Dashboard.
Error during payroll calculation that a geography code is missing or primary work address is missing	To help identify the cause of the error, run the geography and payroll person diagnostic tests from the Diagnostic Dashboard. Check the Federal component on the person's Tax Withholding card. Ensure the SUI state, SDI state, and primary work address are populated correctly. These fields are predefined when you create the tax card association. If the work location is missing for the employee's assignment, these fields aren't predefined. You must manually define them. For further info, see Tax Withholding Card in the Help Center.
Errors during payroll calculation related to the US_TAX_SDI formula	To help identify the cause of the errors, run the following tests from the Diagnostic Dashboard. US Payroll Person Calculation Card Diagnostics US Payroll Tax Card Validation US Payroll Tax Card Component Validation Use the Legal Reporting Unit Calculation Cards task to confirm that the SDI and SIT component details have been created for the legal reporting unit. No overrides are necessary. Only the component details are required.
Periodic Archive doesn't archive any US balances	To help identify the cause of the problem, run the US Federal Tax Registration Check for TRUs test from the Diagnostic Dashboard. This identifies all TRUs that don't have the United States Federal Tax registration.
Payroll run produces inaccurate tax calculations	To help identify the cause of the problem, run the payroll diagnostic tests from the Diagnostic Dashboard. Verify that the employee's resident and work addresses are in US address format, and confirm any overrides. For work addresses, the payroll process uses the following hierarchy. Home worker, as defined through the Employment task If yes, follow the Resident address hierarchy (below). Assignment location override, as set through the Employment task Location address override, as set through the Locations task Location Address, as set through the Locations task For resident addresses, the payroll process uses the following hierarchy. Address Type of US Resident Tax Address Address of Home type Verify the following for the affected employee. They have a Tax Withholding card. The tax card is associated with a TRU. Their filing status and number of exceptions are correct. Confirm that the appropriate state or local taxes have been applied, based on the employee's resident and work address. Confirm the calculation against the rates and rules provided in the Vertex Payroll Tax Calculation Guide for the United States. Verify your federal and state wage basis rules against the State Withholding Tax Summary in the Vertex Payroll Tax Calculation Guide for the United States. For further info, see Tax Wage Basis Rules for the US in the Help Center.