Troubleshoot Address and Tax Issues for the US

How to check address and tax hygiene

Run the Payroll Data Validation Report to generate a list of workers with missing or noncompliant payroll data. Use this report to verify if the required data setup for all workers for the payroll run or process is complete.

For further info, see Validation Report for Payroll for the US.

How to troubleshoot address issues

Here are some issues you may encounter with your addresses.

What happened	How you can resolve it
Address Validation Process has detected one or more unverified or partially-verified addresses	You've run the Address Validation Process flow in Draft mode, and it has detected one or more addresses requiring correction. Review each invalid or partially-verified addresses (error code HRX_US_AE%), and correct them at the source. Rerun the Address Validation Process in Draft mode to ensure all addresses are validated. Run the Address Validation Process in Final mode. Note: If you believe the process has reported an address in error, verify it against the US Postal Service’s Delivery Point Validation (DPV). If the address is valid, save it as user-verified.
Address is valid but doesn't report full geospatial roof-top accuracy	In the unlikely event this occurs: If the state doesn't impose local taxes, you can disregard the partial geospatial accuracy. It won't affect payroll tax calculations. If the state imposes local taxes: Review the derived jurisdictions, and set any necessary overrides. For an individual employee, set the resident jurisdiction override on their Tax Jurisdictions card. For all employees associated with a location, update its jurisdictions on Work Tax Jurisdictions on the Locations task. Optionally, file a Service Request (SR) Oracle Support to share details of the address record for further investigation.
Geography upload problems	The Address Validation Report includes errors related to missing Geocode identifiers. To resolve these issues, check that you have the latest geographies imported in your environments. You can run the Load Geographies task manually to import the latest data set. If you receive errors when you run the Load Geographies tasks, you can use these diagnostic tests from the Diagnostic Dashboard to help identify what went wrong. US HR and Payroll Geography Loader Details Test US HR and Payroll Geography Diagnostics Details US HR and Payroll Geography Setup and Health Check Report US HR and Payroll Geography Type Validity

What happened

How you can resolve it

Address Validation Process has detected one or more unverified or partially-verified addresses

You've run the Address Validation Process flow in Draft mode, and it has detected one or more addresses requiring correction.

Review each invalid or partially-verified addresses (error code HRX_US_AE%), and correct them at the source.
Rerun the Address Validation Process in Draft mode to ensure all addresses are validated.
Run the Address Validation Process in Final mode.

Note:

If you believe the process has reported an address in error, verify it against the US Postal Service’s Delivery Point Validation (DPV). If the address is valid, save it as user-verified.

Address is valid but doesn't report full geospatial roof-top accuracy

In the unlikely event this occurs:

If the state doesn't impose local taxes, you can disregard the partial geospatial accuracy. It won't affect payroll tax calculations.
If the state imposes local taxes:
1. Review the derived jurisdictions, and set any necessary overrides.
  - For an individual employee, set the resident jurisdiction override on their Tax Jurisdictions card.
  - For all employees associated with a location, update its jurisdictions on Work Tax Jurisdictions on the Locations task.
2. Optionally, file a Service Request (SR) Oracle Support to share details of the address record for further investigation.

Geography upload problems

The Address Validation Report includes errors related to missing Geocode identifiers. To resolve these issues, check that you have the latest geographies imported in your environments. You can run the Load Geographies task manually to import the latest data set.

If you receive errors when you run the Load Geographies tasks, you can use these diagnostic tests from the Diagnostic Dashboard to help identify what went wrong.

US HR and Payroll Geography Loader Details Test
US HR and Payroll Geography Diagnostics Details
US HR and Payroll Geography Setup and Health Check Report
US HR and Payroll Geography Type Validity

Contact Oracle Support with any issues not resolved using the troubleshooting tips.

How to troubleshoot tax issues

There are a variety of issues you may encounter when uploading and using the tax info.

What happened	How you can fix it
Errors during payroll calculation	Confirm you have properly associated a tax reporting unit (TRU) with the person's Tax Withholding card. For workers in Pennsylvania, confirm they have Pennsylvania PSD components on their tax cards. To help identify the cause of the errors, run the payroll diagnostic tests from the Diagnostic Dashboard.
Error during payroll calculation that a geography code is missing or primary work address is missing	To help identify the cause of the error, run the geography and payroll person diagnostic tests from the Diagnostic Dashboard. Check the Regional Tax Info component on the person's Tax Jurisdictions card. Ensure the unemployment insurance (SUI) state, disability insurance (SDI) state, and primary work address are populated correctly. These fields are predefined when you create the tax card association. If the work location is missing for the employee's assignment, these fields aren't predefined. You must manually define them.
Updated work Pennsylvania subdivision (PSD) code not reflected on the worker's PSD Component	The likely cause is a change to a location's PSD code in Work Tax Jurisdiction through the Locations task. Run the Sync Calculation Cards process.
Periodic Archive isn't archiving 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	To help identify the cause of the problem: Run the Tax Calculation Report. This shows detailed steps of the process's tax calculations. Compare its results against your expected results. Run the Validation Report for Payroll for the US. Its results can help identify issues. Verify the employee has a Tax Jurisdictions Card defined with the expected resident and work tax addresses. Verify the derived tax jurisdictions, and confirm any overrides. Verify the following for the affected employee. They have a Tax Withholding card. The tax card is associated with a TRU. Their filing status and number of exceptions are correct. Confirm that the appropriate state or local taxes have been applied, based on the employee's resident and work address. Verify your federal and state wage basis rules.