Over Limit Report

The Over Limit Report identifies employees who have taxes withheld
in excess of the legal limit. This report checks the following balances
for compliance:

• 401(k), 403(b), 457, and the associated catchups
• Roth 401(k) and Roth 403(b) withholding
• Social Security Taxable Balance (employee and employer)
• FUTA Taxable Balance
• SUI Taxable Balance (employee and employer)
• SDI Taxable Balance (employee and employer)

Note: The report does not check SDI balances for Hawaii and New
York.

Run the Over Limit Report as of a specific date either for a single
organization or location within a GRE or business group, or for all
of the organizations or locations in a GRE or business group. You
report on a single type of balance or include all of the balances in
the report.

Note: Once you identify the corrections needed, adjust the necessary
employee balances to comply with the legal limit.