Generating Tax Balancing reports

  1. Payroll > Administration > Reports.
  2. In the US Regulatory pane, click Tax Balancing.
  3. In the Processing pane, click Generate Tax Balancing Report.
  4. Specify the payroll year and quarter to be processed.
  5. Optionally, specify the tax authority, employee range, and eligibility group.
    • If you specify a tax authority, only deductions with the same tax authority are included in the processing. If you did not specify a tax authority, the Federal and Medicare Taxable Wages are accumulated.
    • If a single employee is being processed, specify the employee ID in both the employee range begin and end date.
    • For eligibility group, you must select a custom group with the subject of HCMGroupPayrollRegulatory.
  6. Click Submit.