Correcting United States tax deduction errors

When using BSI, the U.S.Tax Deduction Errors (PR13.8) you can view:

Note: PR13.8 is not available when using ALLTAX.

TaxFactory errors for a specific employee on the Messages tab
Messages telling you to review tax engine errors
Tax deduction changes for the employee by locations entered on time records (which override the employee record location)
Tax deduction changes that occurred due to a BSITaxLocator update

You can also use this form to update TaxLocator after you have performed maintenance to fix the errors displayed on this screen.

This form shows the most recent changes made to the employee–it does not show a history of all changes.

For information to display on this form, you must have employees with Tax Factory errors or changes.

Note: The location field at the top of the screen displays the employee record location. The location fields on the Location Changes tab display locations from time records.

Correct United States tax deduction errors

Access U.S.Tax Deduction Errors (PR13.8).

Consider these options.


If	Then
You perform maintenance to correct errors and then inquire on this screen	the Messages tab states whether or not an update is needed. Also, the error messages for the corrected errors no longer appear.
The Messages tab does not indicate an update is needed	you must perform further maintenance to correct the errors.
The error messages still display	you must perform further maintenance to correct the errors.

Note: Some error messages might flag the user to look at BSI Message Viewer. Once tax errors are resolved and the update is performed, the errors no longer display on the Messages tab.

Complete the required Company and Employee fields.
View errors for deductions created by TaxLocator for a specific employee on this form. Consider these tabs.

Messages

displays tax messages. Once the error is resolved, use the Special Action Icon to update the employee record, or run United States Tax Deduction Update (PR113) to update more than one employee when a change is made.

Location Changes

displays the tax deduction changes by location.

Deduction Changes

displays the deduction changes that occurred due to the TaxLocator update.
Perform maintenance to correct errors.

You must modify Time Record interface forms because the tax group field has been replaced with the location field on time records.
Update tax deductions using this form or United States Tax Deduction Update (PR113) to update TaxLocator deductions for more than one employee.

When you make changes to business locations, it is recommended that you establish a new location code and use Mass Action (use future effective date) to update the new location code to applicable employees when a business location moves. The call to TaxLocator and the subsequent creation of a new "set" of taxes for employees is automatic. There is no need to run United States Tax Deduction Update (PR113). If the address parameters are changed on the old location code, you must run PR113.