Employee Tax Summary Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Fix Employee Tax Information
	Overview
	Fields

 

Related Topics
	Employee Maintenance		Capped Wages Summary

 

Navigation

Select Payroll Main menu > Employee Maintenance. Click the arrow in the top-right corner of the screen and select Tax Summary.

Note The Tax Summary option is available after you've set up the employee's default tax profile on the Taxes tab.

Overview

Use Employee Tax Summary to view a quarter-to-date and year-to-date summary of the employee's wages and the tax amounts withheld.

To view additional information, click the arrow button in the top-right corner of the screen and select one of the following:

• To view a monthly breakdown of wages and taxes, select Detail.
• To view quarterly wage information for tax types that have wage caps, click Capped Wages.
• To view year-to-date benefit deductions, select Benefits.
• To view a quarter-to-date and year-to-date summary of the employee's hours, days, and weeks worked, select Time Worked.

The Federal tab is available when the United States tax group is selected, and the State tab is available when a state tax group is selected. The Local tab is available if the Require Local Tax Reporting check box is selected in Payroll Options and a local tax group is selected.

To manually edit amounts, click Detail and then, in the Employee Tax History Detail window, click the Tax History Detail drill-down button. In the Employee Tax History Drill Down window, click the Fix button.