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Statement of Earnings (SOE) and Tax Balance Form Display 0.00 Year to Date (YTD) Balances for Some Elements (Doc ID 2884580.1)

Last updated on JULY 22, 2022

Applies to:

Oracle HRMS (US) - Version 12.2.6 and later
Information in this document applies to any platform.


One employee has incorrect zero Year to Date (YTD) balances on the Statement of Earnings (SOE) for some, but not all, payroll periods, and it is only for a few elements.  The same issue exists on the Tax Balances form for the same periods. 


from January-June 2022, the SOE shows 0.00 YTD balances for FIT Withheld, Medicare Withheld, and SIT.  The Tax Balances screen shows the same. In the latest SOE, 15-JUL-2022, the YTD balances are correct, which includes the amounts from January 2022 to current period.


The issue can be reproduced at will with the following steps:

  1. From US HRMS Manager responsibility, navigate: People > Enter and Maintain > query for employee > Assignment > Others > Statement of Earnings
  2. View SOE in affected period and see 0.00 YTD balances for some elements
  3. Navigate back to Others > Tax Balances
  4. View Tax Balances and see 0.00 YTD for some elements.




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