Using the Tax Calculation Analysis Report

If you chose the calendar year totals style, the report shows month-to-date, quarter-to-date, and year-to-date totals for each employee, as of the month and year for which you print the report.

Information on the report

If you chose the date range style, the report shows the following data for the selected date range:

• Number and name of employees for whom the tax is reported.
• Each employee's earnings subject to the reported tax.
• Each employee's withholding for the reported tax.
• The employer's expense for the reported tax.

The tax totals include:

• Totals of all employees' earnings subject to the reported tax.
• Totals of all employees' earnings subject to the reported tax (no ceiling).
• Totals of all employees' withholding for the reported tax.
• Totals of the employer's expense for the reported tax.

To print the report

1. From Payroll Transaction Reports, select Tax Calculation Analysis.
2. Select either Calendar Year Totals or Date Range for the Report Style. The calendar year totals style lets you print tax totals for a selected month and year. The date range style lets you print tax totals for any range of dates you enter.
• If you chose the calendar year totals style, enter the month and year for which to print the report at the Month and Year fields.
• If you chose the date range style, enter a range of dates for which to print the report at the Date From and To fields.
3. At the Taxes From and To fields, enter the range of taxes on which to base the report.
4. At the Employees From and To fields, enter the range of employees on which to base the report.
5. If you want to use an employee selection list, enter it in the Selection List field.
6. Click Print.
7. When finished, click Close.

Published: May 17, 2017
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