In accordance with the tax-related information entered in the Oracle HRMS database, the payroll run can build tax balances for each of the following tax types (EE = employee tax, ER = employer tax):
Federal Taxes
ISR Calculated
ISR Subsidy for Employment
ISR Subsidy for Employment Paid
ISR Creditable Subsidy
ISR Exempt
ISR Non Creditable Subsidy
ISR Subject
ISR Withheld
ISR Tax to Charge
CFDI ISR Tax Credit Remainder
CFDI Paid Days
State Taxes
Employer State Tax Exempt
Employer State Tax Subject
Employer State Tax Withheld
Social Security Taxes
Additional Quota EE
Additional Quota EE Subject
Additional Quota EE Taxable
Additional Quota ER
Additional Quota ER Subject
Additional Quota ER Taxable
Benefits in Cash EE
Benefits in Cash EE Subject
Benefits in Cash EE Taxable
Benefits in Cash ER
Benefits in Cash ER Subject
Benefits in Cash ER Taxable
Benefits in Species EE
Benefits in Species EE Subject
Benefits in Species EE Taxable
Benefits in Species ER
Benefits in Species ER Subject
Benefits in Species ER Taxable
Day Care Centers EE
Day Care Centers EE Subject
Day Care Centers EE Taxable
Day Care Centers ER
Day Care Centers ER Subject
Day Care Centers ER Taxable
Disability and Death EE
Disability and Death EE Subject
Disability and Death EE Taxable
Disability and Death ER
Disability and Death ER Subject
Disability and Death ER Taxable
Disease and Maternity EE
Disease and Maternity EE Subject
Disease and Maternity EE Taxable
Disease and Maternity ER
Disease and Maternity ER Subject
Disease and Maternity ER Taxable
Fixed Quota EE
Fixed Quota EE Subject
Fixed Quota EE Taxable
Fixed Quota ER
Fixed Quota ER Subject
Fixed Quota ER Taxable
INFONAVIT EE
INFONAVIT EE Subject
INFONAVIT EE Taxable
INFONAVIT ER
INFONAVIT ER Subject
INFONAVIT ER Taxable
Pensioners Medical Expenses EE
Pensioners Medical Expenses EE Subject
Pensioners Medical Expenses EE Taxable
Pensioners Medical Expenses ER
Pensioners Medical Expenses ER Subject
Pensioners Medical Expenses ER Taxable
Retirement EE
Retirement EE Subject
Retirement EE Taxable
Retirement ER
Retirement ER Subject
Retirement ER Taxable
Separation due to Age EE
Separation due to Age EE Subject
Separation due to Age EE Taxable
Separation due to Age ER
Separation due to Age ER Subject
Separation due to Age ER Taxable
Social Security Quota EE
Social Security Quota EE Subject
Social Security Quota EE Taxable
Social Security Quota ER
Social Security Quota ER Subject
Social Security Quota ER Taxable
Work Risk Incident EE
Work Risk Incident EE Subject
Work Risk Incident EE Taxable
Work Risk Incident ER
Work Risk Incident ER Subject
Work Risk Incident ER Taxable
IDW
Normalized Fixed IDW
For these taxes, Oracle HRMS creates the balances in the following table for each employee assignment processed in the payroll run.
| Balance | Definition |
|---|---|
| Gross Earnings | All earnings |
| Reduced Subject to Tax and Withholdable Earnings | Gross earnings subject to tax and withholdable |
| Employee Withheld | Amount withheld for the employee |
| Employer Liability | Liability of the GRE for Social Security |
Note: When no rules exist for a particular tax type (such as when a state has no income tax or no employee liability for SUI or SDI, or when no city or county tax exists), the system builds no balances for the tax.