To run the "Tax Form Exceptions" report:The "Tax Form Exceptions" report flags any tax withholding form updates made by employees (using the Oracle Online Tax Forms module) that need to be reported to the IRS.
Once identified, you can report these exceptions as appropriate. You can use this report to track the exceptions that occur from changes to employee online tax withholding information at both the federal and state level.
Run the Tax Form Exceptions report from the Submit Request window.
To run the "Tax Form Exceptions" report:In the Request field, select Tax Form Exceptions Report.
Click in the Parameters field, and select the parameters for the report (as detailed below).
Submit the report.
Tax Form Exceptions Report Parameters:The following parameters exist for the Tax Form Exception 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 exceptions exist. |
| Government Reporting Entity | Select a GRE to get exceptions for employees in that GRE. Leave this field blank to report on employees in all GREs. |
| Sort Option One and Sort Option Two | Use these fields to sort your report by Employee Name, SSN, or Date Filed |
Tax Form Exception Report Output:The Tax Form Exception 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 Exception report displays all exceptions for all employees included in the report and then displays all state tax exceptions for each included state. The Tax Form Exception Report highlights all tax records that have allowances greater than the threshold limit. For each state, the allowances limit is stored in the STA_INFORMATION10 column of the PAY_US_STATE_TAX_INFO_F table. If an employee has claimed SIT Exempt, but earnings per week is more than the threshold limit, then that employee is shown in the output as an exception. The limit of Earnings per week to claim exemption is stored in the STA_INFORMATION11 column of the PAY_US_STATE_TAX_INFO_F table.