Fusion US Payroll: US Tax FAQ and Troubleshooting Guide
(Doc ID 2066037.1)
Last updated on APRIL 17, 2023
Applies to:
Oracle Fusion Global Payroll Cloud Service - Version 11.1.8.0.0 and laterOracle Fusion Global Payroll - Version 11.1.8.0.0 and later
Oracle Fusion Global Human Resources Cloud Service - Version 11.13.21.10.0 to 11.13.21.10.0 [Release 1.0]
Information in this document applies to any platform.
Purpose
This document is designed to provide answers to some of the most frequently asked questions and troubleshooting tips regarding US Taxation in Oracle Fusion Applications.
Questions and Answers
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In this Document
| Purpose |
| Questions and Answers |
| Technical Briefs on US Tax Information |
| VERTEX: Loading Geographies and Addresses |
| Where to get information about Vertex, Loading Geographies and Loading Payroll Tax Information? |
| What tables hold the Vertex Rates? |
| Where to get Vertex master look up of tax areas with Vertex codes with a description? |
| Why Vertex Geocodes in Fusion and EBS are different? |
| Where to get geography files with Vertex codes for other countries? |
| Pennsylvania (PA) Geo Code translation file |
| How to check if there are any employees with incorrect addresses? |
| Loading US Tax Data |
| Wage Basis/Taxability Rules |
| How to add Wage Basis Rules (Taxability Rules) manually and load them via HDL? |
| How to Edit User-Defined Wage Basis Rules? |
| How to create a new wage basis rule for a custom secondary element classification? |
| NEW: Information on New Tax Card (NTC) |
| How do I enable new tax UI? |
| Is person on New Tax Card (NTC) or Old (OTC): SQLs to Identify Employee with New and Old Tax Cards? |
| Tax Card and Employee Withholding Certificate W4 |
| Regional County component missing from tax calculation card |
| How to load employee tax (calculation) card and its association via PBL and HDL? |
| How to delete and create new association for an employee in Fusion Application? |
| What are User Entities (UEs) and Database Items (DBIs) for Employee Withholding Certificate? |
| How to set up Organization Calculation Card to withhold only work city tax? |
| How to send Notification when employee changes Tax withholding? |
| Will the Federal Extra Withholding amount display on the statement of earning? |
| State Unemployment Insurance (SUI) Rates and Limits |
| How are SUI Rates defined in HCM? Which tables hold them? How to override them? |
| Which task should be used in PBL Payroll Batch Loader for loading SUI rates for US Legislation? |
| NEW: How to update SUI Wage Limit and Rates for a Legal Entity? |
| School District Taxes |
| List of School District code for state of Pennsylvania (PA)? |
| How to setup School District Taxes for Kentucky (KY)? |
| Local Taxes |
| Does Oracle Fusion Payroll support Boone County, KY Mental Health Tax? |
| Does Oracle support Local Taxes? |
| Pennsylvania Occupational Privilege Tax (OPT)/Local Services Tax(LST) Low Income Exemption functionality |
| ADP Periodic Tax Filing Extract |
| ADP: List of Tax Codes of the Run Third-Party Periodic Tax Filing Extract |
| ADP: Where is the Company Code stored in Oracle Fusion Payroll to be used in the ADP Periodic Tax file? |
| When the employee has multiple assignments, how does the system which assignment to pull the locations from? |
| Miscellaneous Issues |
| Can Tax Rates be extracted from Fusion HCM? |
| Question: FICA (Social Security) and/or Medicare are off, it is either over withholding or refunding money. What is wrong? |
| Troubleshooting US Tax Issues |
| User Interface (UI) issues on the calculation card |
| Manage Tax Withholding Edit for Federal and State are blank screens |
| How do I change taxing jurisdiction from one local tax to another local tax? |
| After Upgrade to Release 13, able to edit tax withholdings if use IE. However if use Google Chrome can edit but not save the .pdf |
| Incorrect tax calculations |
| No taxes are deducted during the Payroll run |
| Taxes are not coming out from imputed earnings |
| Absence elements are exempted for all tax calculation during payroll calculation |
| Federal Income Tax issues (FIT) |
| Several employees did not have any federal income tax (FIT) taken out |
| Federal tax on a supplemental payment is calculating at 39% event though YTD supplemental is not one million |
| Element setup as supplemental and process and pay separately, but FIT is not calculating as supplemental rate of 25% |
| State Taxes (SIT) |
| DC Resident not correctly taxed for work in VA, IL, DE, CO, NC |
| Employee home address is different than the Resident tax address. When payroll is run, which address will the system use for state tax purposes? |
| NY Family Leave Insurance Tax (NY FLI Tax) is not getting withheld from the paycheck |
| SUI Rates for Maine (ME) and New Hampshire (NH) are calculating in Pay Run much higher than the configured rates |
| Payroll calculation is not taxing Workforce Development/Supplemental Workforce Funds is not calculated for NJ employees |
| Person is living in MD, and Working in PA; system will not calculate MD SIT but only Philadelphia local |
| Application is not processing override percentage value provided in Regular Rate field for CA (California) |
| California State unemployment training tax is not being deducted from employee's paycheck |
| Reversals are not included in the ADP Periodic Tax file |
| Employee resides in CT and works in NY. Expect both work and resident state income tax (SIT) to calculate but only work SIT is calculated. Why is the resident tax for CT not calculated? |
| Errors during hew hire process |
| Error: HRX-1560370 You must specify a work location address for this person before you can attach a payroll to them. This is required for tax calculations. |
| Errors while processing Payroll or Quickpay |
| Error when processing US_TAX_FUTA, line, 238, a local variable was used before being initialized |
| Error: No Primary Work address has been defined for the employee |
| Error: ORA-2001: Formula EXT_DEPARTMENT_DETAILS_300000005609926 cannot be executed because it is not compiled. ORA-06512: at "FUSION.FF_EXEC", line 3291 |
| FORMULA_ERROR_TEXT Formula US_GET_GEOGRAPHY_IDENTIFIER, line 169, a local variable was used before being initialized. (1=LEVEL) |
| Error: ETNAME=US_MEDICARE_TAX_PROCESSOR, FORMULA_ERROR_TEXT=An external function call error occurred for formula US_ORG_TAX_OVERRIDE_VALUE, line 404 |
| Error: WORK PSD ON W4 IS MISSING An external function call error occurred for formula US_GET_JURISDICTION, line 435 |
| Error: PAY_289121_QTM_INV_DATA_LIB PAY-1635903: Invalid Quantum data version and library version |
| Incorrect tax calculation in third party extracts |
| The imputed income doubling in quarterly extract |
| References |