1. Payroll Implementation Guide
  2. Entering Tax History for Data Conversion

Entering Tax History for Data Conversion

Access the Tax History Conversion File Data form.

Gross Pay

Enter the tax amount for the specified tax type.

This is the total amount of tax that was deducted from the employee's pay in the previous system for the current year. For example, if on July 1, you stop using the previous system to process payrolls, the amount that you enter or import into this field should be equal to the amount of tax that the employee paid from January 1 through June 30. To maintain the integrity of the employee's payroll history, do not leave this field blank.

The system does not calculate the tax amount. You must enter the value of each tax into the Gross Pay field. This value represents the amount of tax that is loaded into the payroll history. If the employee has tax areas set up in the JD Edwards EnterpriseOne system for which you are not converting history, you must enter that tax area with a gross pay amount of zero in the Maintain Tax History Conversion File program (P07992) to override any tax amounts that might get calculated when interim payments are processed.

When you use batch processing and run the Interim Calculations program (R07280), no tax history is created in the Tax Detail table (F07353) other than the tax records entered in the Maintain Tax History Conversion File program (P07992), except for the following scenarios:

  1. When a tax record for Federal/D is created and tax record for Federal/E is not created. In this case, the Interim Calculations program (R07280) will create Federal/E with the same tax amount as Federal/D.
  2. When a tax record for Federal/E is created and tax record for Federal/D is not created. In this case, the Interim Calculations program (R07280) will create Federal/D with the same tax amount as Federal/E.
  3. When tax record for Federal/P is created and tax record for Federal/Q is not created. In this case, the Interim Calculations program (R07280) will create Federal/Q with the same tax amount as Federal/P.
  4. When tax record for Federal/Q is created and tax record for Federal/P is not created. In this case, the Interim Calculations program (R07280) will create Federal/P with the same tax amount as Federal/Q.
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