Troubleshoot Vertex and Tax Issues for the US
The installation and maintenance Vertex geocode and tax info is required for payroll processing. You may encounter some issues when managing your geocode data.
Once Vertex is installed, you run the Load Geographies and the Load Payroll Tax Information for US flows on a regular basis to maintain this info.
For further info, see the following topics in the Help Center.
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Load Payroll Tax Info for the US
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Manage Geography Info for the US
Diagnostic Tests
If you experience any issues when running these tasks, use the tests provided in the Diagnostic Dashboard to help identify the problems.
For further info, see Diagnostic Tests for the US in the Help Center.
Troubleshoot Vertex Issues
There are a variety of issues you may encounter with Vertex.
What might happen |
How you can fix it |
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Invalid Address Data |
To identify potentially invalid address data, run the following diagnostic tests.
Use the US Postal Service's website to confirm combination you're trying to enter is valid. If valid, contact Oracle Support. Note:
You can configure your addresses such that when you enter the ZIP Code, the other fields automatically populate appropriately. For further info, see Configure Addresses for the US in the Help Center. |
You don't have a Payroll license and don't want address validation |
Use the Manage Features by Country or Territory task to switch your product extension to Human Resources or None, and run the Load Geographies flow again. If you have never run this process, don't run it. Setting the product extension to HR-only should suffice. For further info, see Manage Geography Info for the US in the Help Center. |
The payroll process fails with this error. This payroll run was stopped due to an ongoing tax data update process. |
Retry this payroll after the patching window. |
Contact Oracle Support with any issues not resolved using the troubleshooting tips.
Troubleshoot Tax Issues
There are a variety of issues you may encounter when uploading and using the tax info.
What might happen |
How you can fix it |
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Errors during payroll calculation |
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Error during payroll calculation that a geography code is missing or primary work address is missing |
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Errors during payroll calculation related to the US_TAX_SDI formula |
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Periodic Archive doesn't archive any US balances |
To help identify the cause of the problem, run the US Federal Tax Registration Check for TRUs test from the Diagnostic Dashboard. This identifies all TRUs that don't have the United States Federal Tax registration. |
Payroll run produces inaccurate tax calculations |
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