Cost Estimate Line Item Amount Per Column Year (view)
The “Equus - 2018 Tax Update Audit Report” relies on the following view:
Cost Estimate Line Item Amount Per Column Year (view): vwEQ_COST_ESTIMATE_TEMPLATE_LINE_ITEM_OUTPUT_MAPPING.
This view allows users to report on tax line items and tax output variable mappings without causing duplicate records in a user report.
Tax Detail Briefing And Return (view)
The “Equus portal – Tax Details” relies on the following view:
Tax Detail Briefing And Return (view): vwEQ_TAX_DETAIL_BRIEFING_AND_RETURN.
This view allows users to report on Tax Detail, Tax Briefing, and Tax Returns without causing duplicate records in a user report. A maximum of five (5) Tax Return records are captured.
It does this by capturing all records where Return Required is Yes and Tax Year is from the most recent five (5) years (including the current year). If more than five (5) records exist that meet this criteria, it captures the oldest five (5) records (based on create date/time).
User Reports
Equus-Delivered
The following Equus-delivered user reports were delivered as part of 17.4 and support the Employee Experience Portal’s Benefits & Services Cards for Social Insurance, Tax, and Tax Equalization. For details about these, including screenshots, please see the Employee Experience user manual.
User Report
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User Report Type
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Equus Portal – Social Insurance Details
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Equus – Social Insurance Details
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Equus Portal – Tax Details
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Equus– Tax Details
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Equus Portal – Tax Equalization Details
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Equus– Tax Equalization Details
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The user report below was delivered in 17.6.1.1, and illustrates the changes to U.S. tax costs and assignment total costs for years from 2018 to 2020:
User Report
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User Report Type
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Equus - 2018 Tax Update Audit Report (Figure 17)
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Equus - CE, CE Line Item, CE Temp data sources (Figure 18)
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The user reports below were delivered in 18.6, and illustrate the Tax Service Eligibility for specific assignees and a group of assignees:
User Report
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User Report Type
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Equus – Tax Service Eligibility – All Employees (Figure 19)
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Equus Dashboard – Assignment Tax Service Eligibility (Figure 22)
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Equus – Tax Service Eligibility by Assignment (Figure 20)
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Equus Dashboard – Assignment Tax Service Eligibility
(Figure 22)
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Equus Dashboard – Tax Eligibility for All Assignments (Figure 21)
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Equus Dashboard – Assignment Tax Service Eligibility (Figure 22)
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Figure 17: User Report: Equus - 2018 Tax Update Audit Report (partial screenshot). The report can be filtered by CE Batch Name or CE Batch ID. If using CE Batch Name, the CE Batch filter must be equal to 0.
Figure 18: User Report Type: Equus - CE, CE Line Item, CE Temp data sources.
Figure 19: User Report Type: Equus –Tax Service Eligibility – All Assignments. The report is filtered to display the Tax Service Eligibility information for assignments for the current and next tax years.
Figure 20: User Report: Equus –Tax Service Eligibility by Assignment. The report is filtered to display the Tax Service Eligibility information for assignments for the current and next tax years. This user report prompts for the Assignment ID to filter the results.
Figure 21: User Report: Equus Dashboard – Tax Eligibility for All Assignments. The report is used to back the Tax Eligibility for All Assignments widget. It displays the Tax Eligibility for all assignments for an Employee ID.
Widgets
Equus-Delivered
The following Equus-delivered widgets have been included with the 18.6 release and support the visibility of Tax Service Eligibility for all assignments by Employee ID.
Widget
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Equus Configured Dashboard
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Internal – Tax Eligibility for All Assignments (Figure 23 & 24)
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Equus Internal Tax Eligibility Layout (Figure 25)
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Figure 23: Widget Configuration: Internal – Tax Eligibility for All Assignments.
Figure 24: Widget Example: Internal – Tax Eligibility for All Assignments.
Figure 25: Dashboard: Equus Internal Tax Eligibility Layout.
