Transit Tax Report

The Transit Tax Report provides total wages and the statewide transit tax for each social security number for the reporting quarter. The report selects all check history records for the entered deduction and quarter and summarizes them for each employee. Voids are skipped. Manual checks are included in the totals.

Menu Path

Human Resources > State > State - OR > Transit Tax Report

Submission Period

At the end of every quarter.

Selection Rule

Extracts the total subject wages and statewide transit tax withheld for an employee in the selected reporting quarter depending on the deduction code setup mapped to transit tax.

Setup

1. Select Setup > Deductions.

2. Filter records using the following criteria:

   • Deduction Code

   • Deduction Type
     To specify filter criteria, select an option from the list, enter a keyword or select an option in the following field, and click Add. The filter is added.

3. To add a record, click Add Record. Specify valid information in the Required fields and click Save. Click Yes.

   • To edit a record, click the ellipsis in the Actions column, and select Edit.

   • To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.

Load Data

You can load data based on Reporting Year and Reporting Quarter.

1. On the navigation bar, select Load.

2. Select the Reporting Year and Reporting Quarter.

3. Click Load, then Yes. The OR Transit Tax Load Summary Report is created.

   

   Depending on the browser type, the report file is displayed within the browser, or you are prompted to select a download location.

4. Save the file, then click OK.

5. Navigate to the folder containing the summary report file.

6. Inspect the file. Update data, if needed.

7. Repeat steps 1 to 6 until all required data is loaded.

Maintain Data

You can correct loaded data before submitting the report. However, any corrections to application information must also be updated in the source data.

1. On the OR Transit Tax Report page, you can filter records to display by the following criteria:

   • Year

   • Month

   • Deduction Code

   • Employee Number

   • Social Security Number

   • Last Name

   • First Name

   • Taxable Wages

   • Transit Tax

2. To specify filter criteria, select an option from the list, enter a keyword or select an option in the following field, and click Add. The filter is added.

3. To add a record, click Add Record. Specify valid information in the Required fields and click Save. Click Yes.

   • To edit a record, click the ellipsis in the Actions column, and select Edit.

   • To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.

Create File

1. On the navigation bar, click Report.

2. Select the Reporting Year, Reporting Quarter, and Deduction Code.

3. Create a hard copy of the report to verify data before you create the electronic file:

   1. Under File Type, select Hard Copy.

   2. Under File Format, select PDF or Excel.

   3. If you have security to view the entire Social Security Number (without masking) and want to include the entire Social Security Number, select Print Full Social Security Number.

   4. Click Create, then click Yes.
      The OR Transit Tax Report is created. If report creation encounters any errors, an error message appears. Click OK.

      

      Depending on the browser type, the report file is displayed within the browser, or you are prompted to select a download location.

4. Save the file and navigate to the folder containing the report file.

5. Inspect the file. Update data, if needed.

6. Repeat steps 1 to 5 until all required data is included.

7. Create the electronic file:

8. Under File Type, select Electronic File.

9. Click Create, then click Yes.

10. Select Electronic File, click Create, then Yes.

Depending on the browser type, the report file is displayed within the browser, or you are prompted to select a download location.

11. Save the file and click OK.

Follow the state's submission procedures.

Purge Data

If you need to correct setups or employee data, first purge the existing records, then reload the data.

1. On the navigation bar, select Purge.

2. Select a Reporting Year and Reporting Quarter.

3. Click Submit.

4. Click Yes, then OK.