Other Taxes List
Access this report using Reports>Payroll>Lists>Other Taxes. |
Use this report to obtain a list of the other withholding tax information that was entered using Maintain>Payroll>Other Taxes.
Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.
Use this tab to determine what data to include in the report and to define the report layout.
- By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
- By selecting Available Columns, the data that appears in the body of the report is determined.
Column |
Description |
Tax Code |
The code assigned to the other withholding tax (Maintain>Payroll>Other Taxes>Taxes tab). |
Status |
The status of the tax code, such as Active, Inactive, and Discontinued. |
Title |
The title of the tax code. |
Aatrix Tax Type |
The Aatrix tax type of the Other Taxes code. This is for Aatrix reporting purposes only. |
Aatrix Tax Type - State | The state associated with the Aatrix tax type of the Other Taxes code. |
Distribution Method |
The distribution method of the state unemployment taxes. The system displays one of the following methods: AE (Follow Earnings on Timesheet) CE (Follow Earnings Used to Calculate the Tax) DC (Use Distribution Code) |
Distribution Method Description |
The description of the distribution method. |
Distribution Code |
The distribution code entered if "DC" was selected as Distribution Method. |
Distribution Code Description |
The description of the distribution code, such as Allocation, Professional Services, or Rent Expense. |
Employer Tax ID |
The employer's tax identification number. |
Calculation Basis |
The calculation basis for the employee's other withholding tax. |
Employee Applicable Taxes |
A designation of Yes or No, depending on whether "Employee" was selected. |
Employer Applicable Taxes |
A designation of Yes or No, depending on whether "Employer" was selected. |
Paid By Employee |
A designation of Yes or No, depending on whether "Employee" was selected (Maintain>Payroll>Other Taxes>Taxes tab). |
Employee Taxes Liability Account |
The General Ledger liability account number for the Employee applicable (LWT) withholding tax. |
Employee Taxes Liability Title |
The title of the General Ledger liability account for the Employee applicable Tax (LWT) withholding tax. |
Employee Taxes Calculation Type |
The calculation type for the employee taxes. |
Employee Taxes Base Tax |
The base tax entered if "Annual Base Tax," "Annual Tiered Tax with Cap Option," or "Base Tax per Period with Minimum Wage Threshold" was selected as Calculation Type. |
Employee Taxes Percent |
The percent entered if "Annual Tiered Tax with Cap Option," "Percent of Annual Wages with Cap Option," or "Percent of Wages with Pay Cycle Cap Option" was selected as Calculation Type. |
Employee Taxes Taxable Amount Under |
The taxable amount under entered if "Annual Tiered Tax with Cap Option" or "Percent of Annual Wages with Cap Option" was selected as Calculation Type. |
Employee Taxes Exclusion |
The exclusion entered if "Annual Tiered Tax with Cap Option" was selected as Calculation Type. |
Employee Taxes Wage Threshold Amount |
The wage threshold amount entered if "Base Tax per Period with Minimum Wage Threshold" was selected as Calculation Type. |
Employee Taxes Wage Threshold Period |
The wage threshold period of Calendar Month or Calendar Year displays if "Base Tax per Period with Minimum Wage Threshold" was selected as Calculation Type. |
Employee Taxes Wage Threshold Pay Cycle |
The pay cycle of Monthly, Semimonthly, Biweekly, or Weekly displays if "Percent of Wages with Pay Cycle Cap Option" was selected as Calculation Type. |
Employee Taxes Wage Threshold Pay Cycle Cap |
The pay cycle cap amount entered if "Percent of Wages with Pay Cycle Cap Option" was selected as Calculation Type. |
Employee Taxes Calculation Method |
The calculation method of Year to Date or Current displays if "Percent of Annual Wages with Cap Option" was selected as Calculation Type. |
Employee Exemptions/Deductions Code |
The code entered in the Exemptions/Deductions table. |
Employee Exemptions/Deductions Description |
The description of the code entered in the Exemptions/Deductions table. |
Employee Exemptions/Deductions Annual Amount |
The annual amount entered for the Exemptions/Deductions. |
Entry Order |
The order that line items were entered. This column allows you to have more control over the order the records print on the report. |
Paid By Employer |
A designation of Yes or No, depending on whether "Employer" was selected (Maintain>Payroll>Other Taxes>Taxes tab). |
Employer Taxes Expense Account |
This is the expense account to apply to other taxes. |
Employer Taxes Expense Title |
The title of the employer tax expense account. |
Employer Taxes Liability Account |
The liability account to apply to Employer applicable taxes (LER). |
Employer Taxes Liability Title |
The title of the employer applicable tax (LER) liability account. |
Employer Taxes Calculation Type |
The calculation type for the employer taxes. |
Employer Taxes Base Tax |
The base tax entered if "Base Tax per Period with Minimum Wage Threshold" was selected as Calculation Type. |
Employer Taxes Percent |
The percent entered if "Percent of Wages with Cap Option" was selected as Calculation Type. |
Employer Taxes Taxable Amount Under |
The taxable amount under entered if "Percent of Wages with Cap Option" was selected as Calculation Type. |
Employer Taxes Fixed Amount |
The fixed amount entered if "Fixed Amount" was selected as Calculation Type. |
Employer Taxes Wage Threshold Amount |
The wage threshold amount entered if "Base Tax per Period with Minimum Wage Threshold" was selected as Calculation Type. |
Employer Taxes Wage Threshold Period |
The wage threshold period of Calendar Month or Calendar Year displays if "Base Tax per Period with Minimum Wage Threshold" was selected as Calculation Type. |
Employer Taxes Calculation Method |
The calculation method of Year to Date or Current displays if "Percent of Wages with Cap Option" was selected as Calculation Type. |
Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.
Use this tab to change the font and page setup for a report.
Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.