The "Alien Retro Benefits Loss" report identifies employees who have earned treaty benefits that are then revoked. Treaty benefits can be subject to a retroactive loss when an employee has resided in the country for a certain amount of time, or when earnings exceed a certain amount. It is important to identify these employees so you can properly tax the income they have earned.

   To Run the Alien Retro Benefits Loss report:

1. Select Alien Retro Benefits Loss report in the Name field.

2. If the parameters window does not open automatically, click in the Parameters field to open it.

3. In the Government Reporting Entity Name field, select the GRE that you want to run this report for.

   If you do not select a GRE, the report runs for all GREs in your business group.

4. Select an Effective Date for the report.

   The report includes all employees who have retroactively lost benefits from the start of the tax year (January 1) up until the date selected.

5. Select OK, and Submit.

What's Next

Report Output

The Alien Retro Benefits loss report is formatted to print in landscape fashion on 8.5 x 11 paper. Each page of the report contains the name of the business group, as well as the selected report parameters. The report lists information alphabetically by employee last name. The following information appears on the report for each employee listed:

• Income Code - An employee may have treaty benefits for more than one income code

• Amount Earned

• Maximum Benefit Amount allowed

• Date Benefit Ends

• Reason for Retroactive Loss - An employee may retroactively loose a benefit either because they cross the benefit end date, or cross the maximum benefit amount.