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 that date range.
Menu Path
From the Human Resources menu, select Reports. From the Payroll menu, select Federal/State/Local Tax Report.
Tax Report Choice
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 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
You can produce three different versions of the tax report, depending on radio button selected:
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
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. |
Generate the Federal Tax Report report
On the Federal/State/Local Tax Report page, in the Tax Report Choice section, select a report option.
In the Check Detail or Employee Detail section, select an option.
In the Issued and/ or Voided Checks section, select an option indicating the type of checks to include.
In the Selection Criteria section, enter starting and ending dates of the checks to include, and then click Accept.
In the Print window, specify how 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.