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Statewide Accounting & Reporting Services







About Us:

The Statewide Accounting and Reporting Services (SARS) unit provides leadership in accounting and in the reporting of the financial results for the State of Oregon.
 

  • Compile and publish the state's audited Annual Comprehensive Financial Report (ACFR).

  • Set accounting policy through the Oregon Accounting Manual (OAM) and provide training.

  • Manage federal reporting and reporting data for the Schedule of Expenditures of Federal Awards (SEFA).

  • Provide consultation to agency staff on accounting and financial reporting.

  • Provide state administration for security of the financial systems, travel card program, and travel policy.

The SARS Statewide Accounts Receivable Management (SWARM) team monitors state agency debt collection functions and assists state agencies in efforts to improve the collection of delinquent debts.


Quick Links:

Penalty Fee Reimbursement Resources

Steps for employees seeking reimbursement for bank overdraft fees incurred as the result of underpayment or overpayment of wages related to the transition to Workday Payroll:

  1. Read the Reimbursement Request Instructions on how to complete the request form.
  2. Complete the Penalty Fee Reimbursement Request Form.
  3. Attach the required documentation as stated on the request form. Please do not include any information other than what the form outlines to avoid sharing unnecessary personal information.
  4. Submit the request and documentation to your manager for approval.
Submit a separate Penalty Fee Reimbursement Request Form for each month needed.

Approving Managers should follow the Payroll Verification Process.

The Template Letter for Agencies has been created to assist Agencies in communicating with financial institutions at the employee's request.

Tax Support Fee Reimbursement Resources

Employees who may request reimbursement for tax services or advice fees must have:

  • Received multiple wage payments in a single calendar month in 2023 for their state position; and
  • Concerns that their income tax withholdings will not be sufficient due to how Workday Payroll calculates taxable wages for multiple wage payments per month.
Steps for employees seeking reimbursement for tax services or advice fees:

  1. Read the Instructions for Tax Support Reimbursement Request on how to complete the request form.
  2. Complete the Tax Support Reimbursement Request Form.
  3. Attach the required documentation as stated in the instructions. Please do not include any information other than what the form outlines to avoid sharing unnecessary personal information.
  4. Submit the request and supporting documentation to your manager for approval.

Am I Having Enough Withheld from My Paycheck?

The Oregon Department of Revenue put together a great one-pager that helps walk you through what you need to do to determine if you are having enough taxes withheld from your paycheck. Withholdings are specific to you and your individual circumstances. You can access this one-pager here: https://wd5.myworkday.com/oregon/email-universal/inst/21037$20367/rel-task/2998$33471.htmld.

Oregon Tax Withholding Calculator

Anyone can calculate their Oregon personal income tax withholdings using a tool on the Oregon Department of Revenue's website: Oregon Withholding Calculator. Calculating what your Oregon personal income tax withholding should be may help avoid any surprises when Tax Day arrives.

Federal Tax Withholding Estimator

Like the Oregon Tax Withholding Calculator, the federal government also has a Tax Withholding Estimator on the Internal Revenue Services' website: Internal Revenue Service Tax Withholding Estimator. Additionally, the IRS provides hotline assistance for those who want to speak with someone on the phone: Telephone Assistance/Internal Revenue Service (irs.gov).

Employee Assistance Program

PEBB members have a wide variety of Employee Assistance Program (EAP) services available to them. The EAP through Canopy is a free and confidential benefit. As part of these benefits for state employees, Canopy offers tools including interactive tax calculators and financial planning. Canopy resources are at: https://www.oregon.gov/oha/PEBB/Pages/Wellness-Programs.aspx.