US Tax Jurisdiction Overrides Report

Use the US Tax Jurisdiction Overrides Report to review work and resident tax jurisdiction overrides on employee Tax Jurisdictions card where administrator-entered values differ from system-derived jurisdictions.

Use this report to validate the overrides and identify any discrepancies that may impact payroll tax calculation and reporting. Run it after defining an override to confirm results. Run it during payroll validation cycles to detect unintended overrides.

1. From 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 Overrides Report.

Before you start

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Report parameters

Start Date, End Date

The effective date range the report uses for checking jurisdictions. If you don’t set an end date, the report uses 31-DEC-4712.

Override Type

Select one of the following.

• Resident tax jurisdiction

• Work tax jurisdiction

Person

To generate a report for a specific, active employee, select them here.

Location

To generate a report for a specific, active location, select it here.

Payroll Relationship Group

To generate a report for members of a payroll relationship group, select it here.

Note:

This overrides any select you make in Person.

Report output

This process produces a report in CSV format, suitable for viewing in spreadsheet applications like Microsoft Excel. It includes this info.

• Person or location identifying info

• Address usage and effective dates

• Derived jurisdiction info

• Jurisdiction override info

Although jurisdictions and their overrides consist of multiple components, it takes only one mismatch for the process to include it in its report.