State Taxes List Report

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

Use this report to obtain a list of the state tax information entered using Payroll State 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:

State Code	The code used to represent a state, such as TX or NM.
SWT Tax Account ID	The employer's state withholding tax identification number.
SUTA Tax Account ID	The employer's state unemployment tax identification number.
Calculation Method	The selected state unemployment calculation method, such as, Year to Date or Current.
Distribution Method	The distribution method of 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.
SWT Tax	A designation of Yes or No, depending on whether "State Withholding Tax" was selected.
SUTA Tax	A designation of Yes or No, depending on whether "State Unemployment Tax" was selected.
SWT Liability Account	The General Ledger liability account number for the state withholding tax.
SWT Liability Title	The title of the General Ledger liability account for the state withholding tax.
SUTA Paid by Employer	A designation of Yes or No, depending on whether the employer pays the state unemployment tax.
SUTA Paid by Employee	A designation of Yes or No, depending on whether the employee pays the state unemployment tax.
SUTA Employer Maximum Annual Subject Wages	If the employer pays the taxes, this is the amount entered as the maximum subject wages for the employer.
SUTA Employer Percentage	If the employer pays the taxes, this is the percentage entered as the maximum subject wages for the employer.
SUTA Employee Maximum Annual Subject Wages	If the employee pays the taxes, this is the amount entered as the maximum subject wages for the employee.
SUTA Employee Percentage	If the employee pays the taxes, this is the percentage entered as the maximum subject wages for the employee.
SUTA Liability Account	The General Ledger liability account number for the state unemployment tax.
SUTA Liability Title	The title of the General Ledger liability account for the state unemployment tax.
SUTA Expense Account	The expense account number used to apply state unemployment taxes, paid by the employer.
SUTA Expense Title	The title of the state unemployment tax expense account.
Override FUTA Default Credit Rate	A designation of Yes or No, depending on whether the Federal Unemployment Tax Override Default Credit Rate checkbox was selected.
FUTA Credit Rate	If the FUTA Override Default Credit Rate checkbox was selected, this is the percentage entered as the Federal Unemployment tax credit.
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.

 

Use the Filter tab to narrow down and define the data using the available filters.

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

• You can secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

• 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.

Use the Layout tab to change the font and page setup for a report.