Oracle Payroll can generate a report about Year End Adjustment, based on the year end balance adjustment and archive process. You can view, and print the report, and store it on magnetic tape, and send the generated magnetic file to the local tax offices upon their request.

You run the Year End Adjustment e-File report from the Submit Requests window.

   To run the Year End Adjustment e-File report:

1. In the Name field, select KR Year End Adjustment E-File report. The Parameters window opens.

2. Enter a name to store the report on a magnetic tape file.

3. Enter a name for the report, to view and print immediately. If you leave the field blank, the application uses the magnetic file name as the report's name.

4. Select the primary business place to print the report for all the business places within the business group, to which the specified primary business place belongs. The application prints the report with the primary business place followed by all the other business places.

5. Select the organization level at which you want to print the report:

   • All Organizations - the report prints all the employees within the business places under the business group

   • Specified Organization - the report prints all employees in the specified business place

   • Include All Sub-Organizations - the report prints all the employees within the selected primary business place and the subordinate organizations within the primary business place.

6. Do one of the following:

   • If you want the print the report only for Normal and Interim actions, leave the fields Payroll Action and Report type blank.

   • If you want to print the report for all the assignments in a specific payroll action, select the specific payroll action and leave the report type field blank.

   • If you want to print the report for all the assignments with the specified report type, select the specific report type and leave the payroll action field blank.

   • If you select a payroll action, the report type displays only one value that supports the selected payroll action. Select both the Payroll Action and Report type fields to print the E-file for all the assignments in the selected payroll.

7. Enter the date you are submitting the report. The default reporting date is the system date.

8. Enter the year for which you want to run the report.

9. Select a characterset from the list of values to print the report as a character report, as per the layout requirements.

10. If you selected the primary business place, the application automatically completes the following fields:

    • tax reporting organization

    • tax reporter

    • contact number of the tax reporter

    You may override these entries by entering new information.

11. If you entered the home tax ID of the tax reporter in the organization in the Corporate E-File Reporting window, this field is automatically completed with the data. You can also provide the information in this field.

    See: GREs/Legal Entities: Entering Corporate E-file Reporting Information

12. Click Submit.