Running the Tax Form Exceptions Report

You can run the Tax Form Exceptions report at the state, federal, or state and federal jurisdiction levels. It searches the pay_stat_trans_audit table for any employees who have claimed 10 or more exemptions during the specified date ranges and returns details of each employee. It returns details of changes made through the Self Service module only.

For an overview see: Tax Form Exceptions Report

arrow icon   To run the Tax Form Exceptions report:

  1. Select Tax Form Exceptions Report in the Name field.

  2. Click in the Parameters field if the Parameters window does not automatically appear.

  3. Specify start and end dates for the report.

  4. Choose a jurisdiction level.

  5. Click OK, and then Submit.