Periodic Statutory Deduction Register for the US
The Periodic Statutory Deduction Register identifies the wages and taxes paid by both the employee and employer. It has both a summary and detail mode.
Use this report with these others to reconcile the payroll process's tax calculations.
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Gross-to-Net Report
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Periodic Payroll Register Report
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Third-Party Periodic Tax-Filing Audit Report
To run this report:
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From My Client Groups, click Payroll.
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Click Submit a Flow.
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Select your US legislative data group.
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Search for and select Periodic Statutory Deduction Register.
Before You Start
Run this report after completing the Calculate Payroll step in the US Simplified Payroll Cycle. For further info, see US Simplified Payroll Cycle Flow in the Help Center.
Report Parameters
Scope
Sets the level of detail for this process. Select Detail to generate a report that includes comprehensive balance info, organized by person. Otherwise, select Summary.
Process Start Date and End Date
Select the range of dates that capture the reporting period.
Payroll
To run this report for a single payroll, select it here.
Leave blank to run against all payrolls.
Consolidation Group
To run the report against the members of a consolidation group, select it here. If you don't select a value, the process uses the default consolidation group assigned to the payroll.
For further info, see Consolidation Groups for the US in the Help Center.
Payroll Statutory Unit
To report on the balances of employees in a specific payroll statutory unit (PSU), select it here.
Leave blank to run against all PSUs.
Tax Reporting Unit
To report on the balances of employees in a specific tax reporting unit (TRU), select it here.
Leave blank to run against all TRUs.
Balance Category
Use this field to run this report for one of these balance categories.
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Employee Tax Deductions
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Employer Liabilities
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Employer Taxes
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Involuntary Deductions
Leave blank to run against all balance categories.
Payroll Relationship Group
Use this field to verify deduction balances for persons belonging to a specific payroll relationship group. You can specify a value only if you have a predefined payroll relationship group.
Leave blank to run against all groups.
Person
Use this field to limit the report results to a single person.
Leave blank to run against all people.
Hide Records with Zero Values
Select Yes to skip records with null or $0.
Location
Use this field to limit the results to a specific location. The balance values might not correspond to the location parameter only. It is also dependent on the dimensions and the other associated contexts.
Leave blank to run against all locations.
Department
Use this field to limit the results to a specific department.
Leave blank to run against all departments.
Balances Reported
Use this field to run this report for payment balances, nonpayment balances, or both.
Select this |
To do this |
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Payment only |
Includes balances included in the payments process. |
Nonpayment only |
Includes balances that aren't included in the payments process. |
Field is blank |
Includes all balances. |
Process Configuration Group
Use this field to run the report for a specific process configuration group, instead of the default one. A process configuration group is used to set rules for payroll processes, such as enabling logging or setting the number of threads. You can select a value only if you have a predefined process configuration group.
Report Category
If you have defined a report category for delivery of output in multiple formats, select it here. You can define your own delivery option and include it in the report category. For example, you can define a report category to use a combination of both PDF and Microsoft Excel delivery options for a single submission of the report.
For further info, see Delivery Options for Extract-Based Payroll Reports for the US in the Help Center.
Run Mode
Use to control whether the report retains or discards the transient data it creates when producing the output file.
Select Debug only to investigate an issue with the report output or when instructed by Oracle Support.
The Normal option discards the temporary data.
Report Results
This process generates either a Summary or Detail output report, depending on the Scope you select.
Report type |
What it contains |
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Summary |
Provides a list of deductions organized by:
For each combination of these deductions, the report shows the balance for the base amount and the deduction amount. The base balance is the basis the payroll process uses when calculating the statutory deduction. The summary report doesn't break down the balances by employee. The PDF output has these summary sections with subtotals in each section.
The Microsoft Excel output displays the current base amount and the deduction amount for each balance, but it has no subtotals or higher-level summary sections. You can download the spreadsheet and add Pivot tables to create your own groupings and subtotals as required. For example, you can find the balance amounts for each balance category within each PSU by payroll process. |
Detail |
In addition to the summary balances shown by the Summary report, the detail report also breaks down the balances by person. The PDF output has these summary sections with subtotals in each section.
The Microsoft Excel output displays the current and year-to-date amounts for the base and the deduction balances, but it has no subtotals or higher-level summary sections. You can download the spreadsheet and add Pivot tables to create your own groupings and subtotals as required. |