My Oracle Support Banner

E1: 07: P07210I OR Metro SHS Tax Is Not Excluding 125 Plan or FSA Deductions (Doc ID 2896396.1)

Last updated on SEPTEMBER 16, 2022

Applies to:

JD Edwards EnterpriseOne US Payroll - Version 9.2 and later
Information in this document applies to any platform.


Per the Vertex Calculation Guide, both the SHS and PFA follow the OR state withholding tax for pre-tax deductions and should be treated as excludable.  
The L (PFA) Tax Type is treating the 125 plans and FSA as excludable.  
The F3 (SHS) Tax Type is not.

Steps to duplicate:
1 - From P0801 choose an Oregon employee that has 125 Plan and FSA deductions.
2 - Employee Nat'l/Fiscal screen (P0801US)- Resident Tax Area = 38, Work Tax Area = 380510460
3 - From P07210I calculate an Interim for the employee and review Tax Detail.
4 - Notice that the 125/FSA deductions are not being treated as excludable.




To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.