Employee Accumulated Tax Report

The Employee Accumulated Tax Report is for use with Option 2 or Accumulated Income tax only (Federal Tax Calculation field in the Users Specific Parameters Profile). This report supplies you with the accumulated tax information for a selection of employees.

Report Only Tax Overrides by Pay Period Range

'Y' to report only the employee that have a pay period start end range defined to override the income tax calculation option.
'N' to report all employees.

Report All or Selected Employees

Report Employees Terminated / On Leave / Both

Sort by Employee Number or Employee Name

Enter 'E' to produce the report in employee number order.
Enter 'N' to produce the report in employee name order.

The report lists the following:

Employee number and name
Employee's number of Tax Periods
Employee's to Date Tax Period
Employee's Optional Tax Year to Date
Employee's Accumulated Tax Status - Status is blank when the employee's accumulated tax field have not been adjusted since the last start of the reset. Status will be listed as 'CHANGED' after an employee has been manually adjusted
Start/End period overrides