Reporting View Target: TAX

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Reporting View Target: TAX

Description Contains detailed employee tax information.
Key & Frequency One row per person per tax deduction per effective date.
Recommended Search Columns PERSON_UID
PERSON_UID, TAX_DEDUCTION, EFFECTIVE_DATE

ODS Column ODS Business Definition ODS Calculation Formula ODS Data Type Banner Source Name Banner Source Column Banner Form Name

ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined.
NA

NA

APPLICABLE_GROSS_QTR1 Quarter 1 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

APPLICABLE_GROSS_QTR2 Quarter 2 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

APPLICABLE_GROSS_QTR3 Quarter 3 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

APPLICABLE_GROSS_QTR4 Quarter 4 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

BEGINNING_DATE Date the benefit/deduction begins.
PDRBDED

PDRBDED_BEGIN_DATE

CALCULATION_RULE Defines how a benefit/deduction is processed by the system. The calc rule selected also determines how the deduction form and the deduction set-up form function.
PTRBDCA

PTRBDCA_CALC_RULE

COVERAGE_DATE Set equal to benefit/deduction begin date.
PDRDEDN

PDRDEDN_COVERAGE_DATE

EFFECTIVE_DATE Date the benefit/deduction becomes effective.
PDRDEDN

PDRDEDN_EFFECTIVE_DATE

EFFECTIVE_END_DATE End effective date.
FUNCTION

POKODSF.F_GET_END_PDRDEDN_DATE

EFFECTIVE_START_DATE Start effective date.
PDRDEDN

PDRDEDN_EFFECTIVE_DATE

EMPLOYEE_ADD_WITHHOLDING_AMT Amount for the benefit/deduction.
PDRDEDN

PDRDEDN_AMOUNT1

EMPLOYEE_AGE_OVER_65_IND Primarily used for Canadian Income Tax calculations. Represents if employee if over the age of 65 for tax implications related to those living in Saskatchewan.
PDRDEDN

PDRDEDN_OPT_CODE4

EMPLOYEE_ALT_WAGE_BASE_MAX Amount for the benefit/deduction. Primarily used for Canadian pension plan (equivalent to U.S. social security) calculations.
PDRDEDN

PDRDEDN_AMOUNT2

EMPLOYEE_ANNUALWAGE_DEDUCTIONS Amount for the benefit/deduction. Primarily used for Canadian Federal Income Tax calculations.
PDRDEDN

PDRDEDN_AMOUNT3

EMPLOYEE_AREA_CREDIT Primarily used for Canadian Income Tax calculations.
PDRDEDN

PDRDEDN_OPT_CODE2

EMPLOYEE_CONTRIBUTION_QTR1 Quarter 1 employee contribution.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_QTR2 Quarter 2 employee contribution.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_QTR3 Quarter 3 employee contribution.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_QTR4 Quarter 4 employee contribution.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_YTD Year to date employee contribution for a specific deduction.
FUNCTION

F_YEARLY_DEDUCTION_TOTAL

EMPLOYEE_DEPENDENTS_UNDER_19 Primarily used for Canadian Income Tax calculations. Represents number of dependents under age 19 for tax implications related to those living in Saskatchewan.
FUNCTION

POKODSF.F_GET_DEDUCTION_OPTIONS

EMPLOYEE_FILING_STATUS Filing status for tax deduction.
PDRDEDN

PDRDEDN_OPT_CODE1

EMPLOYEE_FILING_STATUS_DESC Filing status description.
FUNCTION

GOKODSF.F_GET_DESC

EMPLOYEE_NET_CLAIM_AMT Amount for the benefit/deduction.
PDRDEDN

PDRDEDN_AMOUNT2

EMPLOYEE_NUMBER_OF_DEPENDENTS Primarily used for Canadian Income Tax calculations. Represent number of dependents for Ontario and as Married or Equivalent for Saskatchewan.
PDRDEDN

PDRDEDN_OPT_CODE3

EMPLOYEE_NUMBER_OF_EXEMPTIONS Number of exemptions claimed for tax deduction.
PDRDEDN

PDRDEDN_OPT_CODE2

EMPLOYEE_TAX_CREDITS Amount for the benefit/deduction.
PDRDEDN

PDRDEDN_AMOUNT4

EMPLOYER_CONTRIBUTION_QTR1 Quarter 1 employer total contribution for a specific deduction.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_QTR2 Quarter 2 employer total contribution for a specific deduction.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_QTR3 Quarter 3 employer total contribution for a specific deduction.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_QTR4 Quarter 4 employer total contribution for a specific deduction.
FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_YTD Year to date employer contribution for a specific deduction.
FUNCTION

F_YEARLY_DEDUCTION_TOTAL

ENDING_DATE Date the benefit/deduction ends.
PDRBDED

PDRBDED_END_DATE

GROSS_COMPENSATION_YTD Year to date gross contribution.
FUNCTION

F_YEARLY_DEDUCTION_TOTAL

ID Person's or organization's current identification number.
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied.
NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied.
NA

NA

NAME Person's full name.
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

PERSON_UID System generated, unique, internal identification number assigned to this person.
PDRBDED

PDRBDED_PIDM

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined.
NA

NA

PROFILE_DATE Profile Date associated with this record.
FUNCTION

F_PROFILE_DATE

STATE_INCOME_TAX_EXEMPTION_AMT Second amount field for the benefit/deduction.
PDRDEDN

PDRDEDN_AMOUNT2

STATE_INCOME_TAX_INDICATOR1 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.
PDRDEDN

PDRDEDN_OPT_CODE1

STATE_INCOME_TAX_INDICATOR2 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.
PDRDEDN

PDRDEDN_OPT_CODE2

STATE_INCOME_TAX_INDICATOR3 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.
PDRDEDN

PDRDEDN_OPT_CODE3

STATE_INCOME_TAX_INDICATOR4 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.
PDRDEDN

PDRDEDN_OPT_CODE4

STATE_INCOME_TAX_INDICATOR5 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.
PDRDEDN

PDRDEDN_OPT_CODE5

STATUS Status of the benefit/deduction.
PDRDEDN

PDRDEDN_STATUS

STATUS_DESC Status description.
CALCULATION

DECODE(PDRDEDN_STATUS,'A','ACTIVE','B','EXEMPT','W','WAIVED','T','TERMINATED')

TAX_DEDUCTION Identifies the specific Benefit/deduction.
PDRBDED

PDRBDED_BDCA_CODE

TAX_DEDUCTION_LONG_DESC Benefit/deduction long description.
FUNCTION

GOKODSF.F_GET_DESC

TAX_DEDUCTION_SHORT_DESC Benefit/deduction short description.
FUNCTION

GOKODSF.F_GET_DESC

TAX_DEDUCTION_YEAR Deduction year.
FUNCTION

F_YEAR

Ver: 8.3

Description	Contains detailed employee tax information.
Key & Frequency	One row per person per tax deduction per effective date.
Recommended Search Columns	PERSON_UID PERSON_UID, TAX_DEDUCTION, EFFECTIVE_DATE

ODS Column	ODS Business Definition	Banner Source Name	Banner Source Column
ADMINISTRATIVE_GROUP	Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined.	NA	NA
APPLICABLE_GROSS_QTR1	Quarter 1 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
APPLICABLE_GROSS_QTR2	Quarter 2 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
APPLICABLE_GROSS_QTR3	Quarter 3 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
APPLICABLE_GROSS_QTR4	Quarter 4 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
BEGINNING_DATE	Date the benefit/deduction begins.	PDRBDED	PDRBDED_BEGIN_DATE
CALCULATION_RULE	Defines how a benefit/deduction is processed by the system. The calc rule selected also determines how the deduction form and the deduction set-up form function.	PTRBDCA	PTRBDCA_CALC_RULE
COVERAGE_DATE	Set equal to benefit/deduction begin date.	PDRDEDN	PDRDEDN_COVERAGE_DATE
EFFECTIVE_DATE	Date the benefit/deduction becomes effective.	PDRDEDN	PDRDEDN_EFFECTIVE_DATE
EFFECTIVE_END_DATE	End effective date.	FUNCTION	POKODSF.F_GET_END_PDRDEDN_DATE
EFFECTIVE_START_DATE	Start effective date.	PDRDEDN	PDRDEDN_EFFECTIVE_DATE
EMPLOYEE_ADD_WITHHOLDING_AMT	Amount for the benefit/deduction.	PDRDEDN	PDRDEDN_AMOUNT1
EMPLOYEE_AGE_OVER_65_IND	Primarily used for Canadian Income Tax calculations. Represents if employee if over the age of 65 for tax implications related to those living in Saskatchewan.	PDRDEDN	PDRDEDN_OPT_CODE4
EMPLOYEE_ALT_WAGE_BASE_MAX	Amount for the benefit/deduction. Primarily used for Canadian pension plan (equivalent to U.S. social security) calculations.	PDRDEDN	PDRDEDN_AMOUNT2
EMPLOYEE_ANNUALWAGE_DEDUCTIONS	Amount for the benefit/deduction. Primarily used for Canadian Federal Income Tax calculations.	PDRDEDN	PDRDEDN_AMOUNT3
EMPLOYEE_AREA_CREDIT	Primarily used for Canadian Income Tax calculations.	PDRDEDN	PDRDEDN_OPT_CODE2
EMPLOYEE_CONTRIBUTION_QTR1	Quarter 1 employee contribution.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYEE_CONTRIBUTION_QTR2	Quarter 2 employee contribution.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYEE_CONTRIBUTION_QTR3	Quarter 3 employee contribution.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYEE_CONTRIBUTION_QTR4	Quarter 4 employee contribution.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYEE_CONTRIBUTION_YTD	Year to date employee contribution for a specific deduction.	FUNCTION	F_YEARLY_DEDUCTION_TOTAL
EMPLOYEE_DEPENDENTS_UNDER_19	Primarily used for Canadian Income Tax calculations. Represents number of dependents under age 19 for tax implications related to those living in Saskatchewan.	FUNCTION	POKODSF.F_GET_DEDUCTION_OPTIONS
EMPLOYEE_FILING_STATUS	Filing status for tax deduction.	PDRDEDN	PDRDEDN_OPT_CODE1
EMPLOYEE_FILING_STATUS_DESC	Filing status description.	FUNCTION	GOKODSF.F_GET_DESC
EMPLOYEE_NET_CLAIM_AMT	Amount for the benefit/deduction.	PDRDEDN	PDRDEDN_AMOUNT2
EMPLOYEE_NUMBER_OF_DEPENDENTS	Primarily used for Canadian Income Tax calculations. Represent number of dependents for Ontario and as Married or Equivalent for Saskatchewan.	PDRDEDN	PDRDEDN_OPT_CODE3
EMPLOYEE_NUMBER_OF_EXEMPTIONS	Number of exemptions claimed for tax deduction.	PDRDEDN	PDRDEDN_OPT_CODE2
EMPLOYEE_TAX_CREDITS	Amount for the benefit/deduction.	PDRDEDN	PDRDEDN_AMOUNT4
EMPLOYER_CONTRIBUTION_QTR1	Quarter 1 employer total contribution for a specific deduction.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYER_CONTRIBUTION_QTR2	Quarter 2 employer total contribution for a specific deduction.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYER_CONTRIBUTION_QTR3	Quarter 3 employer total contribution for a specific deduction.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYER_CONTRIBUTION_QTR4	Quarter 4 employer total contribution for a specific deduction.	FUNCTION	POKODSF.F_QUARTERLY_DEDUCTION_TOTAL
EMPLOYER_CONTRIBUTION_YTD	Year to date employer contribution for a specific deduction.	FUNCTION	F_YEARLY_DEDUCTION_TOTAL
ENDING_DATE	Date the benefit/deduction ends.	PDRBDED	PDRBDED_END_DATE
GROSS_COMPENSATION_YTD	Year to date gross contribution.	FUNCTION	F_YEARLY_DEDUCTION_TOTAL
ID	Person's or organization's current identification number.	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
MULTI_SOURCE	Institution value for the record when the optional multi-institution facility feature has been applied.	NA	NA
MULTI_SOURCE_DESC	Institution description when the optional multi-institution facility feature has been applied.	NA	NA
NAME	Person's full name.	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
PERSON_UID	System generated, unique, internal identification number assigned to this person.	PDRBDED	PDRBDED_PIDM
PROCESS_GROUP	Process-oriented identifier for the record used to determine access authorization to this record. Institution defined.	NA	NA
PROFILE_DATE	Profile Date associated with this record.	FUNCTION	F_PROFILE_DATE
STATE_INCOME_TAX_EXEMPTION_AMT	Second amount field for the benefit/deduction.	PDRDEDN	PDRDEDN_AMOUNT2
STATE_INCOME_TAX_INDICATOR1	Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.	PDRDEDN	PDRDEDN_OPT_CODE1
STATE_INCOME_TAX_INDICATOR2	Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.	PDRDEDN	PDRDEDN_OPT_CODE2
STATE_INCOME_TAX_INDICATOR3	Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.	PDRDEDN	PDRDEDN_OPT_CODE3
STATE_INCOME_TAX_INDICATOR4	Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.	PDRDEDN	PDRDEDN_OPT_CODE4
STATE_INCOME_TAX_INDICATOR5	Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc.	PDRDEDN	PDRDEDN_OPT_CODE5
STATUS	Status of the benefit/deduction.	PDRDEDN	PDRDEDN_STATUS
STATUS_DESC	Status description.	CALCULATION	DECODE(PDRDEDN_STATUS,'A','ACTIVE','B','EXEMPT','W','WAIVED','T','TERMINATED')
TAX_DEDUCTION	Identifies the specific Benefit/deduction.	PDRBDED	PDRBDED_BDCA_CODE
TAX_DEDUCTION_LONG_DESC	Benefit/deduction long description.	FUNCTION	GOKODSF.F_GET_DESC
TAX_DEDUCTION_SHORT_DESC	Benefit/deduction short description.	FUNCTION	GOKODSF.F_GET_DESC
TAX_DEDUCTION_YEAR	Deduction year.	FUNCTION	F_YEAR