How Do I Load Payroll Tax Info for the US

Oracle provides the tax info necessary for you to perform calculations and process payroll. Oracle Cloud Operations installs all required info as part of the regular patching.

Once the files are installed, you must run the Load Payroll Tax Information for US flow.

Run it as part of the initial setup for your implementation project.
Run it monthly for the Federal and State categories to ensure you receive the latest changes.
Running it for the local categories can be resource intensive, so you may consider running it for them less frequently.

This flow updates the appropriate predefined calculation value definitions.

Depending on what category you select, this is what the flow does.

Tax category	What it does
Federal	Oracle Fusion Human Capital Management for the US provides predefined federal-level calculation value definitions, and new definitions can be added with each release. Every time you run this process, it may update them. There are multiple federal-level calculation value definitions, such as Social Security wage limits and Federal unemployment tax (FUTA) credit reduction rates.
State	State-level calculation value definitions are predefined, and new ones can be added with each release. Every time you run this process, it can update them. There are multiple state-level calculation value definitions, such as state unemployment insurance (SUI) and state disability insurance (SDI) wage limits.
City, tax district County School District	The first time you run this process, it delivers all local-level calculation value definitions. When you implement payroll from your legacy system, run this process for these levels before you convert any local W-4 data.

Tax category

What it does

Federal

Oracle Fusion Human Capital Management for the US provides predefined federal-level calculation value definitions, and new definitions can be added with each release. Every time you run this process, it may update them.

There are multiple federal-level calculation value definitions, such as Social Security wage limits and Federal unemployment tax (FUTA) credit reduction rates.

State

State-level calculation value definitions are predefined, and new ones can be added with each release. Every time you run this process, it can update them.

There are multiple state-level calculation value definitions, such as state unemployment insurance (SUI) and state disability insurance (SDI) wage limits.

City, tax district

County

School District

The first time you run this process, it delivers all local-level calculation value definitions.

When you implement payroll from your legacy system, run this process for these levels before you convert any local W-4 data.

You can run tasks from the following locations.

Define Earning and Deduction Definitions task grouping in your implementation project
Payroll on My Client Groups

To make sure the payroll process has the latest info, there are some tasks you need to perform.

What you want to do	Here's how you do it
Update your tax info	Have the tax code data installed. For further info, see How Do I Install Payroll Tax Data Files in the Help Center. Upload the tax info. For further info, see How Do I Upload Payroll Tax Info in the Help Center. Optionally, upload any tax info for a specific region only. For further info, see How Do I Upload Payroll Tax Info for a Specific Region in the Help Center. Resolve upload errors. For further info, see How Do I Resolve Payroll Tax Info Upload Problems in the Help Center. Review the Load Payroll Tax Information log file. For further info, see How Do I Review the Load Payroll Tax Info Log File in the Help Center. You perform these operations on a monthly basis.
Manage the tax info	Verify tax info For further info, see How Do I View My Payroll Tax Info in the Help Center. Revert to an older version of the tax code For further info, see How Do I Revert to an Older Payroll Tax Code Version in the Help Center.

What you want to do

Here's how you do it

Update your tax info

Have the tax code data installed.

For further info, see How Do I Install Payroll Tax Data Files in the Help Center.
Upload the tax info.

For further info, see How Do I Upload Payroll Tax Info in the Help Center.
Optionally, upload any tax info for a specific region only.

For further info, see How Do I Upload Payroll Tax Info for a Specific Region in the Help Center.
Resolve upload errors.

For further info, see How Do I Resolve Payroll Tax Info Upload Problems in the Help Center.
Review the Load Payroll Tax Information log file.

For further info, see How Do I Review the Load Payroll Tax Info Log File in the Help Center.

You perform these operations on a monthly basis.

Manage the tax info

Verify tax info

For further info, see How Do I View My Payroll Tax Info in the Help Center.
Revert to an older version of the tax code

For further info, see How Do I Revert to an Older Payroll Tax Code Version in the Help Center.