E1: 07: 941 Detail Wage List (R078500) Calculates 5a. Amounts Wrong for Employees with 3rd Party Sick Leave
(Doc ID 2974563.1)
Last updated on JULY 29, 2024
Applies to:
JD Edwards EnterpriseOne US Payroll - Version 9.2 and laterInformation in this document applies to any platform.
Symptoms
941 Detail Wage List (R078500) Report is calculating too high an amount in 5a. Taxable Social Security Wages for employees that have Third Party Sick Leave during the quarter where both Employee FICA Deductions (Tax Type D) and Employer FICA Contributions (Tax Type E) have been manually entered through the Third Party Sick (P07989) program instead of calculated from payroll.
Steps to Duplicate:
- Using Third Party Sick (P07989) Revisions, manually add two records with Tax History Type 1 for Employee # 288921:
- Tax Type D – Employee Contribution to FICA (Social Security) with Gross Pay of 2,000.00 and Tax 124.00 for June 2023 with Tax 124.00.
- Tax Type E – Employer Contribution to FICA (Social Security) with Gross Pay of 2,000.00 and Tax 124.00 for June 2023 with Tax 124.00.
- Both of these records fall in Q2 2023.
- After adding the Third Party Sick records, go into Work with Tax History (P070920):
- Enter Employee # 288921.
- Enter Tax Area FEDERAL.
- Enter Tax Type D (Employee FICA Withholding).
- Enter Year 23 (2023).
- Click Find and three records are returned.
- Two records have Tax History Type Blank – Gross Pay and Employee FICA Withholding was calculated from Payroll.
- One record has Tax History Type 1 - Gross Pay and Employee FICA Withholding was entered manually using Third Party Sick Revisions (P07989).
- Review the records one at a time.
- The first record for Tax History Type BLANK has Gross Pay and Tax Amounts in February and March only which fall in Q1.
- This will not be included in the 941 Detail Wage List (R078500) Report for Q2.
- The second record with Tax History Type 1 has Gross Pay of 2,000.00 and Tax Amounts 124.00 for June only which is in Q2.
- These amounts will be included in the 941 Detail Wage List (R078500) Report for Q2.
- The third record with Tax History Type BLANK has Gross Pay of 2,230.71 and Tax Amount of 133.65 for April only which is in Q2.
- These amounts will be included in the 941 Detail Wage List (R078500) Report for Q2.
- The sum of the June and April 2023 records is Gross Pay of 4,230.71 and FICA Tax Withheld of 257.65.
- The 5.a Taxable Social Security Wages in the 941 Detail Wage List (R078500) Report for Q2 2023 expected for this employee should be 4,230.71.
- Set 941 Detail Wage List (R078500) Report processing options as follows:
- Process Tab Option #1 (Quarter) = 2.
- Process Tab Option #2 (Year) = 23.
- Process Tab Option #3 (Print Employee Detail Wage List) = Y.
- Run Set Detail Wage List (R078500) Report Version with Data Selection on Employee Address Number 288921.
- Report PDF shows 5.a Taxable Social Security Wages are 8,467.13.
- Based upon the amounts withheld for the employee in the Tax Type D records, the amount should be 4,230.71.
- Based upon the amounts withheld for the employee in the Tax Type D records, the calculation is 4,236.42 too high.
Cause
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
Symptoms |
Cause |
Solution |
References |