Deduction and Earning Tax Form Mappings

In Payroll Setup > Earnings and Deductions, in the Deductions and Earnings tabs, you can view tax form and report mapping configured for deductions and earnings in the Tax Form/Report Mapping section, if available. Not all deductions and earnings can be mapped to tax forms. If a deduction or earning cannot be mapped to a tax form or report, the application does not display the Tax Form/Report Mapping section for the deduction or earning.

Tax form and report mappings are used to group and allocate specific deductions or earnings to the correct boxes on the appropriate tax forms and associated reports. You can also create and configure mapping overrides in the Tax Form/Report Mapping section, in the Custom Mapping Overrides section. The Custom Mapping Overrides section also displays message "Compliance updates will be turned off for tax forms with configured custom mapping overrides."

Some deductions and earnings are configured for more than one country, and you can select the tab of the country to locate and view the Tax Form/Report Mapping section for the deduction or earning.

Important: If supplemental tax methods are also configured at the check template level, the application overrides the earning method and uses the check template configuration. If they are also configured at the legal entity level, the application overrides both the earning and check template methods and uses the legal entity configuration.

To view, add, or edit tax form mappings for a deduction or earning:

1. Go to Payroll Setup > Earnings and Deductions and click either the Deductions tab or the Earnings tab.
2. Select the deduction or earning that you want to configure.
3. Click the Tax and Compliance tab.
4. Scroll to down until you locate the tab for the country or countries associated with the deduction or earning and, if necessary, click the tab of the appropriate country.
5. Locate the Tax Form/Report Mapping section and view the tax form or report mapping.
6. (Optional) In the Custom Mapping Overrides section, click Add and take the following steps:
   1. In the Tax Form drop-down list, select the tax form from the list of available forms for deduction or earning.
   2. In the Effective Period drop-down list, select an option (for example, 2019-present).
   3. In the Primary Form Field drop-down list, select a field; this is governed by the selection in the Tax Form drop-down list.
   4. In Field Display Name field, enter a field name to display on the annual form for the primary tax form.
   5. (Optional) In the Secondary Form Field drop-down list, select a field.
   6. In Field Display Name, enter a field name to display on the annual form for the secondary tax form.
7. Click Save.