The Over Limit Report identifies employees who have taxes withheld in excess of the legal limit. This report checks the following balances for compliance:
401(k), 403(b), 457, and the associated catchups
Roth 401(k) and Roth 403(b) withholding
Social Security Taxable Balance (employee and employer)
FUTA Taxable Balance
SUI Taxable Balance (employee and employer)
SDI Taxable Balance (employee and employer)
The report does not check SDI balances for Hawaii and New York.
Run the Over Limit Report as of a specific date either for a single organization or location within a GRE or business group, or for all of the organizations or locations in a GRE or business group. You report on a single type of balance or include all of the balances in the report.
Note: Once you identify the corrections needed, adjust the necessary employee balances to comply with the legal limit.
You organize the Over Limit report according to user-defined criteria or sort options. Oracle Payroll does not require you use sort options to generate the Over Limit Report, but they are the best way to configure the report to your specific needs. You can sort the report by any three of the following options:
Employee Name
Location
Organization
Social Security Number
Note: You cannot choose to sort by Social Security Number and then Employee Name. If you select Social Security Number as a sort option, Employee Name does not appear in the List of Values for the remaining sort options.
The sort options are hierarchical. Making a selection to the Sort Option One field enables Sort Option Two. Making a selection to the Sort Option Two field enables Sort Option Three.
Example of Sort OptionsThe following is an example of how to use sort options to customize the Over Limit Report.
If you want to create an Over Limit Report sorted by Organization, Location, and Employee Name:
Enter Organization into the Sort Option One field.
Enter Location into the Sort Option Two field.
Enter Employee Name into the Sort Option Three field.
Using these Sort Options, Oracle Payroll generates the report listing each employee by location within each organization for the selected GRE or business group.
Note: The sort options are nested. Using the previous example, if you change Sort Option Two from Location to Employee Name, the change clears Sort Option Three.
When printed, the Over Limit Report inserts a page break between each selected sort option, with the exception of Employee Name and Social Security Number.
The following parameters exist for the Over Limit Report:
| As of Date (required) | Enter the last date you want the report to include. The Over Limit report checks for balances over the limit between January 1 and the As of Date. You run the Over Limit Report only for the year selected in the As of Date parameter. The report performance is optimal if you select a date in the current pay period. |
| Government Reporting Entity | Select the GRE to include in the Over Limit Report. If you leave this field blank, the report includes all valid GREs in the business group. |
| Selection Criteria | To restrict this report to a specific organization or location, select the appropriate value. If you leave this field blank, all organizations and locations are included in the report. |
| Organization Name | If you selected Organization in the Selection Criteria field, choose an organization from the list. |
| Location Name | If you selected Location in the Selection Criteria field, choose a location from the list. |
| Tax Type | Select from the list of limit types to report on a single type of balance. If you leave this field blank, all of the balances are included in the report. |
| Sort Options | If you do not select any sort options, the report uses Employee Name as the default. |
You print the Over Limit Report using the selected parameters in landscape format to fit on 8.5" x 11" paper. If you made choices in the Selection Criteria field or the Sort Options fields, this information appears in the heading of the report.
The Over Limit Report shows only those employees with balances that are over the limit and need correction. If you run the report, and no employees have balances over the limit, then the report returns the message, "No employee found". If the Over Limit Report contains information on a GRE that is a part of a tax group, then the name of the tax group also appears on the report, and the reported balances for the tax group are limited to Social Security and FUTA.