E1: 07Y: Tax ID Summarization Not Working For Special Handling When One Company Is Negative
(Doc ID 2237500.1)
Last updated on FEBRUARY 24, 2021
Applies to:JD Edwards EnterpriseOne US Payroll - Version 9.2 and later
Information in this document applies to any platform.
Tax ID Summarization works fine for consolidating Wages and Taxes however it does not handle Special Handling consolidation when one Company has a Negative PDBA History Balance YTD.
When tax summarization is used, all companies should be considered (and netted) together when there is a company that has a negative amount. Currently, the system is looking at each company individually and when there is a negative amount for a company that is part of the parent/child relationship, a W2 will not be created.
Setup Company 1 and 2 with the same Tax ID (ensure there is a parent/child relationship set up)and setup W2 Workbench to Summarize on Tax ID and add Special Handling for GTL. Process Payroll for Employee A in Company 1 with DBA GTL for $3. Move Employee A to Company 2. Payroll now found out that GTL should not have been calculated and needs to negate it out. Payroll enters an OTO to GTL for -$3 and finalizes payroll. Employee A now has +3 in Company 1 and -3 in Company 2 for GTL in PDBA History. Process the W2 workbench. Employee A appears on the R07811 Negative Amount Report because of Company 2.
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