Form ID: (PR4030P3)
On this form, you can review employee information about tax exemption, tax applicable wages, tax amounts, and tax gross amounts summarized by quarter. For each quarterly amount, you can view the relevant tax details at the paycheck level.
Form Toolbar
The form toolbar has only standard buttons.
Selection Area
By using the elements in this area, you can specify filters, such as a specific year or tax code, for the information to be displayed in the table. The following table summarizes the elements of this area.
| Element | Description |
|---|---|
| Company/Branch |
The company or branch for which you want to view information. By default, the current company or branch is selected. |
| Year | The year for which information should be displayed in the table. |
| Tax Code | The tax code for which information should be displayed in the table. |
| Include Unreleased Paychecks | A check box that indicates (if selected) that data from unreleased paychecks should also be included in the table. |
| Tax Registration ID |
The EIN for which information should be displayed in the table. You enter EINs that are specified for companies and branches in the Tax Registration ID box on the Company Details tab of the Companies (CS101500) form and on the Branch Details tab of the Branches (CS102000) form, respectively. |
Table
This table displays tax information for a list of employees, which includes summarized quarterly amounts. The values in the quarter and YTD columns are links that you click to open the Taxes by Paycheck (PR641070) report.
| Column | Description |
|---|---|
| Employee ID | The identifier of the employee. |
| Employee Name | The name of the employee, as defined on the Employees (EP203000) form. |
| SSN |
The Social Security Number of the employee. Only the last four digits are displayed. The column is hidden by default. |
| Is Exempted From Tax | A check box that indicates (if selected) that the employee is exempt from paying the tax. |
| Tax Code | The identifier of the tax. |
| Q1 Tax Hours | The hours associated with the total taxable wages through the first quarter of the year. |
| Q1 Tax Gross Amount | The total of taxable wages plus taxable supplemental wages through the first quarter of the year before any annual wage limits have been applied. |
| Q1 Appl. Wages | The total wage base upon which the tax is calculated through the first quarter of the year. |
| Q1 Tax Amount | The total amount of the tax through the first quarter of the year. |
| Q2 Tax Hours | The hours associated with the total taxable wages through the second quarter of the year. |
| Q2 Tax Gross Amount | The total of taxable wages plus taxable supplemental wages through the second quarter of the year before any annual wage limits have been applied. |
| Q2 Appl. Wages | The total wage base upon which the tax is calculated through the second quarter of the year. |
| Q2 Tax Amount | The total amount of the tax through the second quarter of the year. |
| Q3 Tax Hours | The hours associated with the total taxable wages through the third quarter of the year. |
| Q3 Tax Gross Amount | The total of taxable wages plus taxable supplemental wages through the third quarter of the year before any annual wage limits have been applied. |
| Q3 Appl. Wages | The total wage base upon which the tax is calculated through the third quarter of the year. |
| Q3 Tax Amount | The total amount of the tax through the third quarter of the year. |
| Q4 Tax Hours | The hours associated with the total taxable wages through the fourth quarter of the year. |
| Q4 Tax Gross Amount | The total of taxable wages plus taxable supplemental wages through the fourth quarter of the year before any annual wage limits have been applied. |
| Q4 Appl. Wages | The total wage base upon which the tax is calculated through the fourth quarter of the year. |
| Q4 Tax Amount | The total amount of the tax through the fourth quarter of the year. |
| YTD Tax Hours | The year-to-date number of hours associated with the total taxable wages. |
| YTD Tax Gross Amt | The year-to-date total of taxable wages plus taxable supplemental wages before any annual wage limits have been applied. |
| YTD Appl. Wages | The year-to-date total wage base upon which the tax is calculated. |
| YTD Tax Amt | The year-to-date total amount of the tax. |