The Alien Retro Benefits Projection report identifies employees who are earning alien tax treaty benefits that could be subject to a retroactive loss at some point in the future. This report is customizable: You can identify employees who are very near their maximum benefit amount, or you can configure the report to display all employees who have only earned a small portion of their maximum benefit amount. You can also configure this report to display employees who are nearing their benefit end date, regardless of the amount they have earned.

   To Run the Alien Retro Benefits Projection:

1. Select Alien Retro Benefits Projection 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 meet the selected criteria from the start of the tax year (January 1) up until the effective date.

5. If you want to restrict this report by Maximum Benefit Amount Remaining, enter a dollar amount in this field.

   The report includes all employees who have less than or equal to this amount remaining in unearned treaty benefits.

6. If you want to restrict this report by Maximum Benefit Percent Remaining, enter a percentage in this field.

   The report includes all employees who have less than or equal to this percent remaining in unearned treaty benefits.

7. If you want this report to include employees whose benefits will be expired on a certain date, enter a date into the Benefit End Date field.

   Note: The Maximum Benefit Amount Remaining, Maximum Benefit Percent Remaining, and Benefit End Date parameters can work in unison. The report will display only those employees that meet any or all of the report criteria.

   The report displays all employees who will loose benefits on or before that date.

8. Select OK, and Submit.

What's Next

Report Output

The Alien Retro Benefits Projection 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