EPY: State FML/EE Tax Cannot Be Refunded When Employee Lives And Works In Another State. (Doc ID 2932149.1)

Last updated on APRIL 15, 2024

Applies to:

Symptoms

Employee was taxed in OR but lives and works in WA. OR FML/EE is not refunded when calculated an online paycheck for the refund.

Steps to reproduce the issue

1. Verify Employee Tax Data (Payroll for North America > Employee Pay Data USA > Tax Information > Update Employee Tax Data):
    Effective Date: 01/01/2023
    State OR - Resident and UI Jurisdiction selected.
   Other Program Details : P001- Paid Medical Family Leave - Active - Subject

2. Verify Employee Tax Distribution (Payroll for North America > Employee Pay Data USA > Tax Information > Update Tax Distribution)
    State OR 100%

3. Calculate payroll. OR FML/EE and FML/ER is calculated.

4. Confirm Payroll.

5. Create a new effective date on Employee Tax Data(01/15/2023) and change the State to WA ( Resident and UI Jurisdiction selected)

6. Update Tax Distribution to WA with 100%

7. Create an online check to refund the OR FML/EE:
    Select the One-Tome Tax link:
   State:OR
   Tax Class: Paid Fam Med Leave Ins EE
   One-Time Code: Refund
   One-Time Amount: 5.86

8. Calculate and Save the online check.

9. Reviewing the online check:
 
    On Taxes section:
    State OR - Tax Class FML/EE - Tax Amount -5.86

   Total Tax: 0.00
   Net Pay:0.00

Changes

Cause

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