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Taxes History

Access this report using Reports>Payroll>History>Taxes. It is only available with the Payroll module; it is not available for Payroll Link users.

Use this report to review an employee's federal, state, and other withholding tax history in summary or detail based on Period-to-Date (PTD), Quarter-to-Date (QTD), and Year-to-Date (YTD) amounts. This report includes tax amounts as well as subject and gross taxable earnings.

Additional items, columns, and filters are available if any user defined fields were created by the Administrator using Organization>Set Up User Defined Fields. Only user defined fields with a field type of String, Editable Drop-Down List, Non-Editable Drop-Down List, Date, or Yes/No are available in the Items by Page group box on the Content tab.

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.

Current Transaction Dates are required to specify the date range for the data included in 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
Processing Group	This is the processing group code set up for the employee using the Maintain>Payroll>Employee Information form.
Processing Group Title	The title of the processing group code.
Employee ID	The employee ID.
Employee Last Name	The employee last name.
Employee First Name	The employee's first name.
First, MI Name	The employee's first name and middle initial.
Employee Name	The employee's full name, including his/her middle initial.
Employee Status	The status of the employee—Active, Inactive, or Terminated.
Social Security Number	The social security number. Note that only the last four digits of the number display. To view the entire social security number, you must have been granted Display Sensitive Data rights for Maintain>Payroll>Employee Information. These rights are granted by the Administrator using Security>Set Up Organization Menus form.
Address	The employee's home address entered on the Maintain>Payroll>Employee Information form.
City	The city where the employee resides entered on the Maintain>Payroll>Employee Information form.
State	The state where the employee resides entered on the Maintain>Payroll>Employee Information form.
ZIP	The zip code where the employee resides entered on the Maintain>Payroll>Employee Information form.
Country	The country where the employee resides entered on the Maintain>Payroll>Employee Information form.
Hire Date	The employee's date of hire entered on the Maintain>Payroll>Employee Information form.
Action Date	The action date entered on the Maintain>Payroll>Employee Information form.
Termination Date	The date the employee was terminated entered on the Maintain>Payroll>Employee Information form.
Tax Type	The federal, state, and other withholding tax type code. A list of available codes are as follows: FIT (Federal Income Tax) SS (Social Security Tax) MC (Medicare) FUTA (Federal Unemployment Tax) EIC (Earned Income Credit—no longer applies after Year 2011) SWT (State Withholding Tax) SWT2 (State Withholding Tax—applies to the Commonwealth of the Northern Marianas Islands.) SUTA (State Unemployment Tax) LWT (Other Taxes Employee Paid Tax) LER (Other Taxes Employer Paid Tax)
Jurisdiction	The state or other withholding taxing authority, such as TX for Texas.
Payroll Type	The payroll type—Adjust, Manual, Regular, Supplemental, or Void.
Pay Date	The date on the Payroll check (Activities>Payroll>Calculate Payroll).
Pay Period Begin Date	The pay period beginning date entered on the Maintain>Payroll>Processing Groups - Pay Schedule Tab.
Pay Period End Date	The pay period ending date entered on the Maintain>Payroll>Processing Groups - Pay Schedule Tab.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number (Activities>Payroll>Print Checks/Vouchers).
Document Date	The document date (Activities>Payroll>Print Checks/Vouchers).
Class	The employee's class, such as Admin or Staff.
Position	The employee's position, such as Administrator or Program Rep.
Gender	The employee's gender—Female or Male.
Ethnicity	The ethnic origin of the employee.
Employee Type	The employee type, such as full-time or part-time.
PTD Hours	The period-to-date hours based on the employee's history. These hours are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Employee Subject Earnings	The period-to-date subject earnings based on the employee's history. These earnings are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Employer Subject Earnings	The period-to-date subject earnings based on the employee's history but paid by the employer. These earnings are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Gross Taxable Earnings	The period-to-date gross earnings based on the employee's history. These earnings are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Employee Tax	The period-to-date employee tax. This tax is based on the Current Transaction Dates entered on the Setup tab.
PTD Employer Tax	The period-to-date employer tax. This tax is based on the Current Transaction Dates entered on the Setup tab.
PTD SUTA Weeks	The period-to-date number of SUTA (State Unemployment Tax) Weeks.
QTD Hours	The quarter-to-date hours based on the employee's history. These hours are determined by one of the four quarters in a calendar year.
QTD Employee Subject Earnings	The quarter-to-date subject earnings based on the employee's history. These earnings are determined by one of the four quarters in a calendar year.
QTD Employer Subject Earnings	The quarter-to-date subject earnings based on the employee's history but paid by the employer. These earnings are determined by one of the four quarters in a calendar year.
QTD Gross Taxable Earnings	The quarter-to-date subject earnings based on the employee's history. These earnings are determined by one of the four quarters in a calendar year.
QTD Employee Tax	The quarter-to-date employee tax. This tax is based on the four quarters in a calendar year.
QTD Employer Tax	The quarter-to-date employer tax. This tax is based on the four quarters in a calendar year.
QTD SUTA Weeks	The quarter-to-date number of SUTA (State Unemployment Tax) Weeks.
YTD Hours	The year-to-date hours based on the employee's history. These hours are determined by the current calendar year.
YTD Employee Subject Earnings	The year-to-date subject earnings based on the employee's history. These earnings are determined by the current calendar year.
YTD Employer Subject Earnings	The year-to-date subject earnings based on the employee's history but paid by the employer. These earnings are determined by the current calendar year.
YTD Gross Taxable Earnings	The year-to-date gross earnings based on the employee's history. These earnings are determined by the current calendar year.
YTD Employee Tax	The year-to-date employee tax based on the current calendar year.
YTD Employer Tax	The year-to-date employer tax based on the current calendar year.
YTD SUTA Weeks	The year-to-date number of SUTA (State Unemployment Tax) Weeks.
Employee Maximum Subject	The employee's maximum annual subject wages for each tax code.
Employer Maximum Subject	The employer's maximum annual subject wages for each tax code.
Employee Rate	This is the rate or percentage of wages which applies to employee-paid taxes, such as Social Security, Medicare, State Unemployment Tax, and Other Taxes Employee Paid Tax. Note that when a flat amount or a tiered tax is applied, a zero displays.
Employer Rate	This is the rate or percentage of employee's wages which applies to employer-paid taxes, such as FUTA, Social Security, Medicare, State Unemployment Tax, and Other Taxes Employer Paid Tax. Note that when a flat amount or a tiered tax is applied, a zero displays.
Employee Count	The number one displays in the column next to each employee id (Employee ID, Employee Name, or Social Security Number) and sums the column. For a comparable employee count, set up the report by selecting the following: Content Tab - Employee ID (such as Employee ID, Employee Name, or Social Security Number), Tax Type, Jurisdiction, and Employee Count; Filter Tab - Tax Type = SUTA; and Options Tab - Summarize Amounts check box.
Employee Calculation Method	This is the Calculation method that was selected on the Maintain>Payroll>Federal Taxes>Employee FICA Taxes Tab.
Employer Calculation Method	This is the Calculation method that was selected on the Maintain>Payroll>Federal Taxes>Employer FICA Taxes Tab.
Employee Override	A designation of Yes or No, depending on if “Override Official Values” was selected on the Maintain>Payroll>Federal Taxes>Employee FICA Taxes Tab.
Employer Override	A designation of Yes or No, depending on if “Override Official Values” was selected on the Maintain>Payroll>Federal Taxes>Employer FICA Taxes Tab.
{User Defined Field} - Employees	An employee type user defined field and its data. There is a separate column for each field that was created by the Administrator using Organization>Set Up User Defined Fields.

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 set up any Available Options for the report.

Options	Description
Summarize Amounts	Select this option to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.
Suppress Lines with All Zeros	Select this option so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

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.