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Administrator Guide
Last Updated: 2023-06-23
Reconcile Tax Liabilities for Prior Period Adjustments (USA)

Reconcile Tax Liabilities for Prior Period Adjustments (USA)

  • Adjust prior periods.
  • Security:
    Process: Tax Filing/W-2s (Reports) - USA
     domain in the USA Payroll functional area.
You can use these reports to audit tax filing submissions and find differences caused by prior period adjustments or other recently completed payroll results. You can use this data to reconcile tax liabilities and make adjustments as necessary.
  1. Access 1 of these tax filing reports:
    • Tax Filing Periodic Data by Common Pay Agent
    • Tax Filing Periodic Data by Company
    • Tax Filing Periodic Data for Workers
    • Tax Filing Quarterly Data by Common Pay Agent
    • Tax Filing Quarterly Data by Company
    • Tax Filing Quarterly Data for Workers
  2. As you complete the task, select 1 of these options:
    Option Description
    Completed After Tax Integration Event
    For periodic data reports only, select a tax filing integration run to display all payments and adjustments completed after this prior event.
    Completed within Date Range
    Select the date and time span that include the recently completed payments or adjustments you want to display.
The
Data for Quarters
 or the
Data for Periods
 tab in the report display total results reportable for the tax filing period including prior period adjustments.