Other Taxes List Report

To access this report, go to Reports>Payroll>List Reports>Other Taxes List

Use this report to obtain a list of the other withholding tax information that was entered using Payroll Other Taxes.

You can choose to use the report as-is by clicking or , or make edits to the report by clicking .

Tip: If you're not familiar with the MIP Cloud Report Builder interface, see Report Builder for an introduction.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under Column Heading.

Current Transaction dates are required to specify the date range for data included in the report. Enter these dates on the Setup tab.

 

The following fields are available to include in the report:

Tax Code	The code assigned to the other withholding tax (see Payroll Other Taxes).
Status	The status of the tax code - 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 (see Payroll Other Taxes).
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 (see Payroll Other Taxes).
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.

 

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Use the Options tab to Summarize Amounts on the report, to implement security features, and more.

• Select "Summarize Amounts" 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

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• Select the "Year End Adjustments" option to include year end adjustments on the report. This entry type was designated during transaction entry.

• Select the "Replace total debits and credits with Balance" option to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

• Select "Suppress Lines with All Zeros" 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.

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