Payroll - Tax Status Report



This task prints employee tax information by tax code and employee. Month-to-date, quarter-to-date, and year-to-date totals are printed for each employee; detailed by gross income, taxable income, and actual tax amount. Subtotals are printed by tax code.


=> To access this task...

Select Tax Status Report from the Periodic Processing menu.

Tax Status Report

About the Fields

In the Year field...

  • Enter the Calendar Tax Year that you would like reported.

From the Calendar Quarter dropdown...

The year-to-date figures are printed through the selected quarter.

  • Select 1st Quarter January-March (1) to print the first quarter on the report.

  • Select 2nd Quarter April-June (2) to print the second quarter on the report.

  • Select 3rd Quarter July-September (3) to print the third quarter on the report.

  • Select 4th Quarter October-December (4) to print the fourth quarter on the report.

In the Tax Code field...

  • Enter a valid tax code. Only taxes using this tax code are printed.

  • Leave Blank to include all tax codes in the report.

  • Click to select from a list of valid codes.

When done making selections...

  • Click to accept the options entered to generate the Tax Status Report.

Sample Tax Status Report


See Output Options


When the process is complete, you are returned to the Payroll Periodic Processing menu.


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