Tax Reporter Consider Payroll Results Up To selection

[bleary]

Hi Graziela,

We are noticing and difference with the Consider Payroll Results up to date on PU19. We had an employee’s IT0208 retroactively changed to a different state effective December 2023 after the last payroll of the year ran. In the first payroll of 2024 the employee retroed back and moved some earnings from one state to another for 2023 in 2024.

If we run W2s with a consider payroll results up to date of 1/10/2024 to pick up any 2023 adjustments done after 12/31/2023, we get an incorrect W2 for the employee that moved states. It picks up the switching even though it happened in 2024.

I guess the question is, does the consider payroll results up to date look at the pay date or the run date. For instance, if we use 12/31/2023 and we do an adjustment dated 12/31/2023 but run it on 1/20/2024 should it be included.

Any insight would be helpful.

Thanks

Brenda