To run the Tax Form Audit report:Through the Tax Form Audit Report, organizations can report on the employee tax withholding information you entered and edited in the Oracle Self Service HRMS Online Tax Forms module (such as Federal W-4 and State W-4 information). Use this report to track changes that occur to employee online tax withholding information at both the federal and state level.
To meet audit requirements, Oracle Payroll provides the Generate Federal Employee W-4 program to produce Federal W-4 forms of employees. This concurrent program applies only to Federal W-4. After employees update their Federal W-4, as a payroll administrator, you can run this program to generate Federal W-4 PDF reports. Run this program to produce Federal W-4 reports at the federal level either for a single employee or multiple employees. For more information, see Running the Generate Federal Employee W-4 Program
Run the Tax Form Audit report from the Submit Request window.
To run the Tax Form Audit report:In the Request field, select Tax Form Audit Report.
Click in the Parameters field, and select the parameters for the report (as detailed below).
Submit the report.
Tax Form Audit Report Parameters:The following parameters exist for the Tax Form Audit Report:
| Start Date and End Date | Use these fields to enter a date range for the report. |
| Jurisdiction Level | Select Federal, State, or Federal and State from the List of Values. The report displays information for the jurisdiction level you select. |
| State | If you are reporting at the State Jurisdiction Level, you can select a state to narrow the report output to a single state. If you leave this field blank, the report displays information for all states where Tax Form information exists. |
| Government Reporting Entity | Select a GRE to get Tax Form Information only for employees in that GRE. Leave this field blank to report on employees in all GREs. |
| Assignment Set | Select an Assignment Set to get Tax Form Information for employees in that particular Set. |
| Employee Name and Social Security Number | Use these fields to get information on a specific Employee |
You can use these parameters to customize the report output to a specific group of employees within a business group. The parameters do not discount each other (for example, if you select a State and an Assignment Set, the report only displays information for employees in the selected Assignment Set that have tax information for the selected state).
Tax Form Audit Report Output:The Tax Form Audit 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 tax information alphabetically by employee last name. Where multiple records exist for an employee, the most recent records are listed first.
If you have selected Federal and State in the Jurisdiction field, the Tax Form Audit report displays all federal tax information for all employees included in the report and then displays all state tax information for each included state.