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Subject To inquiry

unavailable in ajeraCore unless you have the Payroll add-on

Use this inquiry to see earnings subject to tax, based on the wage limit for a specific tax. The inquiry initially shows subject-to earnings for year-to-date, quarter-to-date, and month-to-date. You can change the inquiry to show data for a specific time period, as needed.

Using the inquiry

From the Inquiry menu, click Payroll > Subject To.

To	Do this
Change the cutoff date	Click the link for it, which appears under the inquiry title, and select the date you want. Ajera then changes the information in the amount columns, based on the cutoff date.
See a time period in addition to the current YTD, QTD, and MTD columns (For example, you want to add a Last QTD Taxable column next to the QTD Taxable column).	Ensure the cutoff date is for the year-to-date you want to report. Right-click the heading of a column, such as the QTD Taxable column, and select Add column to the right. On the General tab, in the Column field, select the Taxable field. In the Date Range field, select the time period you want to report on, such as Last Quarter. Repeat this process for the other totals you want to include.
See subject-to amounts by tax and employee	Expand the row by clicking the plus sign.
See data for a previous year	Change the condition as follows: Click . Click the Conditions tab. In the Payroll Year condition, enter the year you want to report on in the field on the right.

Audience

Accounting staff

Inquiry conditions

The inquiry automatically contains a condition to show subject-to amounts of checks for a payroll year of 2008. You can always add, change, or delete conditions on an inquiry.

Groups

This inquiry is grouped by Employer Subject-to and Employee Subject-to Taxes, Tax Description, and Employee. You can always group or ungroup columns, as needed.

Standard columns

Column	Links to this inquiry	Description	Date range available
Employer Subject-to Employee Subject-to		Groups taxes based on if the tax is an employer or employee tax
Description		The description of the tax
Employee	Employee	The full name of the employee
Payroll Year		The year the payroll occurs
YTD Taxable		The year-to-date taxable earnings	x
YTD Subject To		The year-to-date earnings subject to tax based on the wage limit for the tax	x
YTD Tax		The tax for the year-to-date	x
QTD Taxable		The quarter-to date taxable earnings	x
QTD Subject To		The quarter-to-date earnings subject to tax based on the wage limit for the tax	x
QTD Tax		The tax for the quarter-to-date	x
MTD Taxable		The month-to-date taxable earnings	x
MTD Subject To		The month-to-date earnings subject to tax based on the wage limit for the tax	x
MTD Tax		The tax for the month-to-date	x

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Tax
Employee
Date
Amount
940

Column	Links to this inquiry	Description	Date range available
Tax:
Tax Key		The database identifier of the tax associated with the check
Order		The position of the tax on the check Example: You may sort the inquiry by order so it mirrors the order of the check.
Group		The group associated with the tax
Supervisor Key	Employee	The database identifier of the supervisor of the employee associated with the check
Supervisor	Employee	The supervisor of the employee associated with the check
Department Key	Employee	unavailable in ajeraCore unless you have the Departments add-on The database identifier of the department for the employee associated with the check
Department	Employee	unavailable in ajeraCore unless you have the Departments add-on The department of the employee associated with the check
Payroll Company Key		Multi-company only. The database identifier of the company associated with the payroll
Payroll Company Name		Multi-company only. The name of the company associated with the payroll
Type		The type of tax
Employee:
Employee Key	Employee	The database identifier of the employee associated with the check
First Name	Employee	The employee's first name
Middle Name	Employee	The employee's middle name
Last Name	Employee	The employee's last name
Social Security Number		The employee's Social Security Number
Is Employer		Identifies if the tax is an employer tax
Is Employee		Identifies if the tax is an employee tax
Date
Termination Date		The date employee is terminated
Hire Date		The date employee is hired
Amount:
Weeks		The number of weeks paid in the year to-date	x
Hours		The hours on the check	x
Gross Amount		The amount of the employee's pay before any taxes or deductions	x
Taxable		The amount of the employee’s pay that is taxable	x
Subject To		The amount of the employee’s pay that is taxable up to the wage limit	x
Tax		The amount of the tax calculated	x
940:
SUI Rate		The rate paid for state unemployment insurance	x
Contribution		The Subject-To amount multiplied by a standard rate of 5.4%	x
Contribution Expected Rate		The amount withheld based on the rate setup for the tax	x
Additional Credit		The difference between the Contribution amount and the actual amount withheld based on the employer’s rate	x
Is 940 Part I		Indicates if this tax included on the 940 Part I inquiry
Is 940 Part II		Indicates if this tax is included on the 940 Part II inquiry