(USA) Reviewing and Adjusting U.S. Tax Balances

Page Name

Definition Name

Usage

Tax Balances Page

BALANCES_TAX1

Review an employee's federal, state, and local tax balances.

Tax Balance Adjustments Page

BALANCES_TAX2

Review online adjustments to an employee's tax balances.

Adjust Tax Balance 1 Page

ADJ_TAX_BAL1

Identify the tax for which you're adjusting balances.

Adjust Tax Balance 2 Page

ADJ_TAX_BAL2

Change tax balances.

Use the Adjust Tax Balance 1 page (ADJ_TAX_BAL1) to identify the tax for which you're adjusting balances.

Navigation:

  • Payroll for North America > Periodic Payroll Events USA > Balance Adjustments > Taxes > Adjust Tax Balance 1

  • Payroll for North America > Periodic Payroll Events USF > Balance Adjustments > Taxes > Adjust Tax Balance 1

This example illustrates the fields and controls on the Adjust Tax Balance 1 page.

Adjust Tax Balance 1 page

Identify the tax balances that you want to adjust and enter an adjustment reason.

Field or Control

Description

State

Enter $U if you're adjusting federal tax balances.

Enter $E if you're adjusting advanced Earned Income Credit balances.

PA EIT Work PSD Code and PA EIT Residence PSD Code (Pennsylvania Earned Income Tax work and residence Political Subdivision codes)

(These fields appear only when the state is Pennsylvania.) Under PA Act 32, you must identify the employee's work locality and residence locality for each Pennsylvania local Earned Income Tax (EIT) amount withheld from an employee.

Note: To save the page, you must enter both codes when the Year is 2012 or greater, Locality is not blank, and Tax Class is Withholding.

Use the Adjust Tax Balance 2 page (ADJ_TAX_BAL2) to change tax balances.

Navigation:

  • Payroll for North America > Periodic Payroll Events USA > Balance Adjustments > Taxes > Adjust Tax Balance 2

  • Payroll for North America > Periodic Payroll Events USF > Balance Adjustments > Taxes > Adjust Tax Balance 2

This example illustrates the fields and controls on the Adjust Tax Balance 2 page.

Adjust Tax Balance 2 page

Note: To access this page you must first enter identifying criteria on the Adjust Tax Balance1 page and save it.

Field or Control

Description

Taxes, Taxable Gross, Tips Earnings and No Limit Gross

If you enter a new current month-to-date balance, the system calculates the adjustment to month-to-date; if you enter an adjustment to month-to-date, the system calculates the new current month-to-date.