Tax Calculation Report for the US

The Tax Calculation Report provides a detailed statement of how the payroll process calculates employee taxes during payroll and Quickpay runs.

It provides:

• Factors used in the calculations

• Detailed descriptions of the steps the process took to calculate the taxes

This report uses data from payroll run results, so you can run it any time after the payroll processes.

To run this process:

1. From My Client Groups, click Payroll.

2. Click Submit a Flow.

3. Select your US legislative data group.

4. Search for and select Tax Calculation Report.

Before you begin

To run this report, you must have enabled the US Oracle Payroll Tax Engine (USOPTE).

Report Parameters

Payroll Flow Name

Name of the payroll flow the report is analyzing.

Payroll Relationship Group

Running this report for all employees may take a long time. Consider using payroll relationship groups to break the processing up into it up into smaller batches (20 employees or fewer).

Select the payroll relationship group name, if you have defined one. Payroll relationship groups limit the persons processed for payroll, data entry, and reporting. For example, you can create a group to process the report for terminated employees.

Note:

You must use the Object Groups task to define the payroll relationship group before you can select it here.

Person Name

To run the report against the tax calculations for a specific person, select their name here.

Report Output

The PDF report output includes:

• Employee info

• Summary info for all supported US federal, state, and local taxes

• Factors, formulas, and results for all employer and employee tax calculations processed in payroll