Configure Voluntary Plan Employer Disability Insurance Tax Elements for Balance Adjustments

You can use either the Elements task or HCM Data Loader (HDL) to define the tax adjustment element for voluntary disability insurance employer tax.

For further info, see Use Element Entries for Tax Refund Balance Adjustments for the US in the Help Center.

Use the Elements Task

You define the element with the same values as your predefined Voluntary Plan Employer Disability Insurance Tax element, with the exception that you define this tax adjustment element at the assignment level.

Field name	What you enter
Legislative Data Group	Select your US LDG, such as My US LDG
Primary Classification	Employer Tax Deductions
Secondary Classification	Leave blank
Name	Enter a meaningful name, such as TA Voluntary Plan Employer Disability Insurance Tax
Reporting Name	Enter a meaningful name, such as TA Voluntary Plan Employer Disability Insurance Tax
Description	Enter a meaningful description, such as Element for adjusting Voluntary Plan Employer Disability Insurance Tax
Effective Date	1/1/1951
Input Currency	US Dollar
Should every person eligible for the element automatically receive it?	No
What is the earliest entry date for this element?	First Standard Earnings Date
What is the latest entry date for this element?	Final Close
At which employment level should this element be attached?	Assignment level Note: This results in elements processing in the payroll run. If you defined elements at the Relationship level and not the Assignment level, the adjustment amounts aren’t reflected in the payroll run.
Does this element recur each payroll period, or does it require explicit entry?	Nonrecurring
Can a person have more than one entry of this element in a payroll period?	Yes

Configure these input values on the element.

Note:

• Don't define the Statutory Reference Type or Statutory Reference Code input values, as they aren't applicable for tax adjustments.

• Don't define the Subject Not Withholdable input value, as it's valid for federal and state income taxes only.

Name	Display sequence	Special purpose	Unit of measure	Displayed	Allow user entry	Required	Create a database item	Apply default at run time
Deferred Compensation 401K Reductions	90		Money	Yes	Yes	No	No	No
Deferred Compensation 403B Reductions	100		Money	Yes	Yes	No	No	No
Deferred Compensation 457 Reductions	110		Money	Yes	Yes	No	No	No
Dependent Care Reductions	120		Money	Yes	Yes	No	No	No
Employer Taxable	70		Money	Yes	Yes	No	No	No
Excess	190		Money	Yes	Yes	No	No	No
Exempt	30		Money	Yes	Yes	No	No	No
Gross	20		Money	Yes	Yes	No	No	No
Other Pretax Reductions	130		Money	Yes	Yes	No	No	No
Reduced Subject Withholdable	60		Money	Yes	Yes	No	No	No
Section 125 Reductions	80		Money	Yes	Yes	No	No	No
State	1		Integer	Yes	Yes	No	No	No
Subject Withholdable	40		Money	Yes	Yes	No	No	No
Tax Calculated	180		Money	Yes	Yes	No	No	No
Subject Not Withholdable	50		Money	Yes	Yes	No	No	No

Use the HCM Data Loader

To define the Voluntary Plan Employer Disability Insurance Tax adjustment element:

1. Define HDL upload files to upload the element and its input values.

   1. Define a DAT file with the necessary element details.

      For further info, see Example of Creating Earnings Element for Payroll in the Help Center.

   2. Define a DAT file for these input values.

      These are the same input values as described in the Use the Elements Task section above.

      For further info, see Example of Updating Payroll Element Definitions in the Help Center.

2. Use HDL to upload the files.

Feed the Balances

After creating the input values for the element, link the element to the balances you intend to update.

Use the Balance Definitions task to add the input values as balance feeds to the tax balances. For info on what balances to feed, see Use Element Entries for Tax Refund Balance Adjustments for the US in the Help Center.

Feed these balances before you use these elements to adjust the associated taxes.

Note:

You must use 1951-01-01 as the Effective As-of Date.

Feed these balances	Using these input values	Add or subtract
Employer Liabilitie	Tax Calculated	Add
VPDI Employer 401k Reductions	Deferred Compensation 401K Reductions	Add
VPDI Employer 403b Reductions	Deferred Compensation 403B Reductions	Add
VPDI Employer 457 Reductions	Deferred Compensation 457 Reductions	Add
VPDI Employer Dependent Care Reductions	Dependent Care Reductions	Add
VPDI Employer Excess	Excess	Add
VPDI Employer Exempt	Exempt	Add
VPDI Employer Gross	Gross	Add
VPDI Employer Liability	Tax Calculated	Add
VPDI Employer Other Pretax Reductions	Other Pretax Reductions	Add
VPDI Employer Reduced Subject Withholdable	Reduced Subject Withholdable	Add
VPDI Employer Section 125 Reductions	Section 125 Reductions	Add
VPDI Employer Subject Not Withholdable	Subject Not Withholdable	Add
VPDI Employer Subject Withholdable	Subject Withholdable	Add
VPDI Employer Taxable	Employee Taxable	Add