Taxes by Paycheck

Form ID: (PR641070)

This report displays information about calculated employee and employer taxes for a list of paychecks with an MTD, QTD, and YTD summary.

If the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form, the report displays remittance information, such as the CPP, EI, and Federal/Provincial tax amounts calculated for the last pay period, as well as the taxable gross and the total number of employees included in the last pay period, that may be used for the PD7A report.

Data from voided paychecks in not included in the report.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Company/Branch: The company or branch for which you want to view information. By default, the current company or branch is selected.
  • Select By: The date to which the specified date range should be applied, with the following options available: Transaction Date and Period Start/End Date.
  • Date From: The start date of the date range.
  • Date To: The end date of the date range.
  • Include Unreleased: A check box that you select if the data from unreleased documents should be included in the report.
  • Show YTD Details: A check box that you select if tax YTD details should be shown in the report.
  • Employee: The employee for which you want to view information. Select an employee, or make no selection to request information for all employees.
  • Tax Code: The tax code for which you want to view information. Select a code, or make no selection to request information for all available taxes.
  • Tax Category: The category of taxes for which you want to view information. The following options are available: <All>, Employer Tax, and Employee Withholding.
  • Jurisdiction Level: The jurisdiction level for which you want to view information. The following options are available: <All>, Federal, and Local (State, County, etc.).
  • State: The state where state jurisdiction taxes are applicable. You select a state if you want to view information for this state only.