Federal/State/Local Tax Report
Use this option to generate a federal, state or local tax report for a particular date range from employees' check history records. The reports list taxable wages, taxes paid and totals for all employees who were issued checks during the selected date range.
Menu Path: Human Resources > Reports > Payroll > Federal/State/Local Tax Report
Tax Report Choice Options
You can produce three types of tax reports, depending on the radio button selected:
Federal Tax Report | Generates federal taxable wages and taxes paid, including the total for checks issued during the date range entered in the Selection Criteria section. |
State Tax Report | Generates state taxable wages and taxes paid. The state subtotals by state and report total are for checks issued during the date range entered in the Selection Criteria section. |
Local Tax Report | Generates the local taxable wages and local taxes paid. The subtotals by locality and report total are for checks issued during the date range entered in the Selection Criteria section. |
Check Detail or Employee Detail Options
You can produce three different versions of the tax report, depending on you radio button selection, for all employees who meet your date range criteria:
Report by Employee | Generates a summary for the tax report selected, including employee number, employee name, taxable wages, and taxes paid. The wages and taxes are a total of all checks for an employee in the date range entered. |
Report by Employee w/Current Address | Generates a summary report for the tax report selected, including employee number, employee name, taxable wages, taxes paid and address. The taxable wages and taxes paid are a total from all checks for an employee in the date range entered. |
Report by Employee/Check | Generates a detail report for the tax report selected, including employee number, employee name, check number, taxable wages, taxes paid, and date issued. The taxable wages and taxes paid are listed for each individual check issued to an employee in the date range entered. |
Issued and/or Voided Checks Options
You can select the types of checks to include in the report, depending on the radio button selected:
Issued Checks Only | Generates the taxable wages and taxes paid for regular and manual checks. |
Issued Checks and Voided Checks | Generates the taxable wages and taxes paid for regular, manual and voided checks. |
Voided Checks Only | Generates the taxable wages and taxes paid for checks that were voided. |
Generating the Tax Report
Select Human Resources > Reports > Payroll > Federal/State/Local Tax Report to display the Federal/State/Local Tax Report page.
In the Tax Report Choice section, select a report option, and then click OK.
In the Check Detail or Employee Detail section, select an option, and then click OK.
In the Issued and/or Voided Checks section, select an option indicating the type of checks to include, and then click OK.
In the Selection Criteria section, enter starting and ending dates of the checks to include, and then click OK.
In the Print window, specify how you want to generate the report, and then click OK. The report's default file name is fedtax.rpt for the Federal Tax report option, statetax.rpt for the state tax report option, and localtax.rpt for the local tax report option.