Payroll Calculation Reports for the US

As a Payroll Manager, there are several reports to help you:

1. Identify any missing statutory data

2. Verify payroll calculations and run results and payroll costing results

Here's the reports you can use.

Report name	How you use it	When you run it	Example	Check here for more info
Balance Exception Report	Identify values that vary for the same balance dimension. This variance could indicate overpayments or underpayments.	After calculating the payroll run or QuickPay run. Before running statutory reports, such as quarterly or annual reports.	View to identify potentially incorrect payments or amounts withheld.	Balance Exception Report for the US in the Help Center
Deduction Report	View details of payroll deductions processed for the specified period.	Run every pay period.	Validate the deduction amounts processed.	Deduction Report in the Help Center
Element Results Register	View a list of elements and their primary output values for processes that generate run results.	After running the Periodic Payroll Activity Report.	Review run results for payroll processes. Create a pivot table to obtain totals. During implementation, reconcile run results with the results produced by your legacy payroll.	Element Results Register for the US in the Help Center
Employee Active Payroll Balance Report	View current values for any given list of employee balances.	Before: Generating employee Forms W-2, W-2GU, and W-2PR Running the Third-Party Tax Filing Interface	To assist with reconciliation and balancing of your data.	Employee Active Payroll Balance Report for the US in the Help Center
Gross-to-Net Report	View summary or detail listings for the total results calculated in the payroll run. Control what results you view by specifying a date range that includes the process dates of the payroll calculations. The report displays the balances for the payroll period in which the process date occurs.	Run after each payroll run or at a minimum, on a quarterly basis.	Review balances generated from payroll run, QuickPay, and payroll reversal calculations before calculating prepayments.	Gross-to-Net Report for the US in the Help Center
Periodic Payroll Activity Report	View details of: Payroll runs QuickPay runs Balance adjustments Balance initializations Reversals These details include: Taxes withheld Earnings Deductions Payment info Employer liability Quarter and year-to-date details	Run the report before processing prepayments.	Verify, validate, and audit run results before processing payments.	Periodic Payroll Activity Report for the US in the Help Center
Payroll Balance Report	View balance results of the payroll run. Extracts the run balance results for a specific period. Supplies detailed balance info for a specific employee over that period.	Run as needed for diagnostic purposes.	Verify the values of other reports. You can use this report to pinpoint a problem discovered by another report.	Payroll Balance Report for the US in the Help Center
Payroll Costing Results Report	View details of the costing results from payroll calculations. View details after submitting corrective actions, such as cost adjustments and retroactive costing, or costing balance adjustments.	Run the report before transferring costing results to subledger accounting or to Oracle Fusion General Ledger.	Verify results after you submit a process that generates costing results.	Payroll Costing Results Report in the Help Center
Payroll Data Validation Report	View a listing of noncompliant or missing statutory info for a person by payroll statutory unit.	Run before calculating payroll as needed.	Identify any missing attributes based on statutory rules of the legislative data group, such as tax reporting unit.	Validation Report for Payroll for the US in the Help Center
Retroactive Entries Report	View the number of payroll relationships and total retroactive result values by: Each element classification and by each element The original process that the recalculated results are compared with	Run after you run the Recalculate Payroll for Retroactive Changes process.	Verify a retroactive salary adjustment.	Retroactive Entries Report for the US in the Help Center
Retroactive Notification Report	View retroactive notifications for events that are awaiting processing, deferred, or both.	Run this report before you submit the Recalculate Payroll for Retroactive Changes process.	View unprocessed retroactive events for each employee, enabling you to identify who are included in Recalculate Payroll for Retroactive Changes process.	Retroactive Notification Report for the US in the Help Center
Periodic Statutory Deduction Register	Identify the wages and taxes paid by both the employee and employer.	Run this report after completing the Calculate Payroll step in the US Simplified Payroll Cycle.	Verify the federal and regional taxes and liabilities by comparing the taxable wages returned by the Gross-to-Net Report against this report.	Periodic Statutory Deduction Register for the US in the Help Center
Tax Withholding Card Audit Report	Compiles employee tax card info into a single source for easy review.	Review your tax card info for accuracy before: Monthly or quarterly audits Payroll processing Year-end review	Check how many employees are claiming exempt from federal withholding.	Tax Withholding Card Audit Report in the Help Center
Third-Party Periodic Tax Filing Audit and Audit Details reports	View the results of your periodic payroll extract.	Review these files before submitting the tax file to your third-party tax filing provider.	Check for incorrect values and missing withheld amounts. For further info, see Troubleshoot the Third-Party Tax Filing Interface in the Help Center.	Oracle Cloud Human Capital Management for the United States: Third-Party Tax Filing Interface (1594079.1) on My Oracle Support

Use the Location parameter to filter reports by location when reconciling payroll calculation and costing results. The report output lists the payroll relationship records based on a person's assignment location. The report output lists the location along with the other parameters, but not as a column in the results.