This resolves out of balances situations between Earning History Register (EHR) and QTD/YTD register (QYR).
Question: A client recently asked for help in correcting data, in emPath tables, to resolve a problem caused by the creation of manual checks in a new quarter before quarter end was rolled.
The problem is caused when a manual check is created, in a new quarter, before the accumulators on the employee tax tables have been rolled. The problem is manifest by an out of balance situation between the Earning History Register (EHR) and QTD/YTD register (QYR).
Answer: The problem can be resolved using SQL updates if the number of employees is limited.
- If you have not already rolled the calender then do so.
- Use the EXCP, E-H-R, and QYR reports to identify the employees involved and the total tax and taxable amounts by tax code. Also, determine the amount by pay code which appears on the QYR report.
- Run SQL scripts to subtract the tax and taxable amounts from the last quarter accumulators. Then add the tax and taxable amounts to the current quarter accumulators.
- Run E-H-R and QYR reports after the correction to verify the correction was successful.
Note that there is an example set of SQL statements attached. Please remember the attached SQL is an example and would have to be modified to address the data circumstance you are challenged with.
Note that, in emPath 6.3, there are eight tax code on the ETF table and four tax codes on the ETF2 table. The sequence in which the codes are assigned varies by tax group.
Note that, in emPath 6.4, the number of tax codes are greatly increased