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.
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For additional info, see Important Notes at the end of this topic.
Tax balances
Here are the various kinds of predefined tax balances.
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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.
|
FIT Exempt |
Relationship Tax Unit Year to Date |
No |
Total exemption amount that reduces FIT gross. Includes any amount of gross exempt from:
|
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).
|
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 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.
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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 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.
|
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 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.
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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 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.
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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:
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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 |
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SDI Employee Gross |
Relationship Tax Unit,State Year to Date |
Yes |
Gross pay earned for employee SDI.
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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 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.
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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 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.
|
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 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.
|
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 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.
|
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.
|
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.
|
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.
|
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.
|
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.
|
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.
|
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 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.
|
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 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.
|
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 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.
|
Metro Employee Gross Resident |
Relationship Tax Unit,State Year to Date |
Yes |
Oregon Metro employee resident gross pay subject to the tax.
|
Metro Employee Gross Nonresident |
Relationship Tax Unit,State Year to Date |
Yes |
Oregon Metro employee nonresident gross pay subject to the tax.
|
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 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 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 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.
|
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.
|
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
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:
-
Initialize the city balances using the "Relationship Tax Unit City Year to Date" dimension.
Philadelphia isn't a Pennsylvania Act 32 jurisdiction.
-
Don't initialize Pennsylvania Act 32 city balances using the “Relationship Tax Unit, State, TCD, Resident PSD, Work PSD Year to Date" dimension.
Balance name |
Dimension name |
Required for initialization |
Definition |
---|---|---|---|
City Gross |
Yes |
Gross pay earned in the city for cities subject to the tax.
|
|
City Gross Resident |
Yes |
Gross pay earned in the resident city.
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.
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 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.
|
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:
|
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.
|
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:
|
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.
|
County Gross Resident |
Relationship Tax Unit,County Year to Date |
Yes |
Gross pay earned in the resident county subject to tax.
|
County Gross Nonresident |
Relationship Tax Unit,County Year to Date |
Yes |
Gross pay earned in the nonresident county subject to tax.
|
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 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.
|
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:
|
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.
|
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.
|
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:
|
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
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.
|
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 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
.
For Pennsylvania Act 32 jurisdictions, in addition to the balances in this table, you must initialize the balances in:
-
City Income Tax
-
School District Income Tax
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.
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:
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.
|
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.
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.
This table describes the balances that are:
-
Associated with primary classification elements
-
Eligible for initialization
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.
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.
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:
-
There are multiple PSUs within the LDG.
-
Employees can be transferred across these PSUs.
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. |