How to Archive Year-End Data for the US

Before you can report taxes and wages to the federal, state, and local governments, you must first archive that data.

The Archive End-of-Year Payroll Results flow captures employee balances for a given year and tax reporting unit and archives them for year-end reporting.

Note:

When using the Third-Party Tax Filing Interface to submit your year-end data for reporting, you're not required to run the quarter-end or year-end archive. The interface isn't dependent on archived data.

The year-end data archival flow consists of:

1. Running the prearchival reports.

2. Validating your year-end balance info.

   For further info, see US Payroll Reconciliation — KB160617 on My Oracle Support.

3. Resolving any balance errors detected.

   This might require performing a balance adjustment. For further info, see the following on My Oracle Support.

   • US Payroll Reconciliation — KB160617

   • Oracle Cloud Human Capital Management for the US: Batch Balance Adjustments — KB160615

4. Running the Archive End-of-Year Payroll Results flow.

5. Validating the archived data.