Taxes History Report

To access this report, go to Reports>Payroll>History Reports>Taxes History Report

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.

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:

Processing Group	This is the processing group code that was set up for the employee using the Payroll>System Setup>Employee Information>Employee Record 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 Payroll>System Setup>Employee Information. These rights are granted by the Administrator by going to Administration>Users>Manage Users, selecting the "Payroll" module, scrolling down to the "System Setup" section and selecting the checkbox under "Display Sensitive Data".
Address	The employee's home address entered on the Payroll>System Setup>Employee Information>Employee Record form.
City	The city where the employee resides entered on the Payroll>System Setup>Employee Information>Employee Record form.
State	The state where the employee resides entered on the Payroll>System Setup>Employee Information>Employee Record form.
ZIP	The zip code where the employee resides entered on tPayroll>System Setup>Employee Information>Employee Record form.
Country	The country where the employee resides entered on Payroll>System Setup>Employee Information>Employee Record form.
Hire Date	The employee's date of hire.
Action Date	The action date entered on the Payroll>System Setup>Employee Information>Employee Record form.
Termination Date	The date the employee was terminated entered on the Payroll>System Setup>Employee Information>Employee Record 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.
Pay Period Begin Date	The pay period beginning date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form.
Pay Period End Date	The pay period ending date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number.
Document Date	The document date.
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.
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.
Employee Calculation Method	This is the Calculation method that was selected for employee FICA taxes (see Payroll Federal Taxes).
Employer Calculation Method	This is the Calculation method that was selected for employer FICA taxes (see Payroll Federal Taxes).
Employee Override	A designation of Yes or No, depending on if “Override Official Values”, based on the selection for employee FICA taxes.
Employer Override	A designation of Yes or No, depending on if “Override Official Values”, based on the selection for employee FICA taxes.
{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.

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.