US Tax Jurisdiction Evaluation Process

Oracle updates its geography data as needed, and we deliver it to you as part of your regular patching cadence. Run the US Tax Jurisdiction Evaluation Process whenever new geography boundaries are updated.

This includes:

  • Tax jurisdictions on employee Tax Jurisdictions cards

  • Tax jurisdictions info on locations

To run this process:

  1. In My Client Groups, click Payroll.

  2. Click Submit a Flow.

  3. Select your US legislative data group (LDG).

  4. Search for and select US Tax Jurisdiction Evaluation Process.

Flow parameters

Effective Date

Select an effective date for the changes the process will be making.

Address Type

Select the type of address you want to validate.

State

Select a state. Leave blank to process changed jurisdictions in all states.

Person

Select a person to process any addresses associated with only them.

Use this only when processing addresses with the Person address type.

Note:

The report ignores this field if you selected a payroll relationship group.

Location

Select a location to process any addresses associated with only it.

Use this only when processing addresses with the Location address type.

Payroll Relationship Group

Use payroll relationship groups to process addresses associated for a group of person records. Leave black to process all person records.

Use this parameter only when processing addresses with the Person address type.

Reporting Mode

Run this process in Draft mode to review the output report to see the impacted records. Run the flow in Final mode to commit the changes.

Flow output

This flow produces a report suitable for viewing in a spreadsheet application, such as Microsoft Excel.

Section

Columns and descriptions

Address Data

Describes the person or location address data. It includes:

  • Address type

  • Person or location

  • Record details

  • Person or location name

  • Address

  • Street address of a person or location

  • Latitude

  • Longitude

Tax Jurisdictions (Before)

Describes the original jurisdictions data. It includes:

  • State

  • County

  • City

  • Within city limits

  • Tax district

  • School district

  • Pennsylvania PSD code

  • Special tax district

  • Override exists

Tax Jurisdictions (After)

Describes the adjusted jurisdictions data. It includes:

  • State

  • County

  • City

  • Within city limits

  • Tax district

  • School district

  • Pennsylvania PSD code

  • Special tax district