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State Quarterly inquiry

unavailable in ajeraCore unless you have the Payroll add-on

Use this inquiry to review state payroll taxes paid by the employer and employee for all employees in your company. This inquiry initially contains a section for each type of tax and then for each state where employees work.

Using the inquiry

From the Inquiry menu, click Payroll > State Quarterly.

To Do this

Change the cutoff date

Click the link for it, which appears under the inquiry title.

See data for a year other than the current year

Change the condition as follows:

  1. Click .
  2. Click the Conditions tab.
  3. In the Payroll Year condition, enter the year you want to report on in the field on the right.

Add additional columns required for your state

Add a predefined column being sure to change the Date Range on the General tab to Quarter-to-date so that the quarter-to-date amount appears in the column.

Audience

Accounting staff

Inquiry conditions

The inquiry automatically contains a condition to show state quarterly taxes for the current payroll year. You can always add, change, or delete conditions on an inquiry.

Groups

This inquiry is grouped by Type and Description. You can always group or ungroup columns, as needed.

Standard columns

Column Links to this inquiry Description Date range available

Type

 

The description of the type of tax

 

Description

 

The name of the tax

 

Employee

 

The full name of the employee

 

Social Security Number

 

The employee's Social Security Number

 

Payroll Year

 

The year the payroll occurs

 

QTD Gross

 

The quarter-to-date amount of the employee's pay before taxes or deductions

x

QTD Tax

 

The quarter-to-date amount of tax paid by the employee

x

QTD Subject-To

 

The quarter-to-date amount of pay subject to tax, based on the wage limit for the tax

x

QTD Taxable

 

The quarter-to-date taxable basis of pay

x

Predefined columns

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

Column Links to this inquiry Description Date range available

Tax:

Tax Key

 

The database identifier of the tax

 

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 of the tax

 

Supervisor Key

Employee

The database identifier of the supervisor of the employee associated with this check

 

Supervisor

Employee

The supervisor of the employee associated with this check

 

Department Key

Department

unavailable in ajeraCore unless you have the Departments add-on

The database identifier of the department of the employee associated with this check

 

Department

Department

unavailable in ajeraCore unless you have the Departments add-on

The department of the employee associated with this 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

 

Employee:

Employee Key

Employee

The database identifier of the employee

 

First Name

Employee

The first name of the employee

 

Middle Name

Employee

The middle name of the employee

 

Last Name

Employee

The last name of the employee

 

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 the employee is terminated

 

Hire Date

 

The date the employee is hired

 

Amount:

Weeks

 

The total number of weeks worked for the quarter to-date

 

Hours

 

The total number of hours worked for the quarter to-date

x

Gross Amount

 

The amount of pay before any taxes or deductions

x

Taxable

 

The taxable basis the pay

x

Subject To

 

The amount of pay subject to tax, based on the wage limit for the tax

x

Tax

 

The amount of tax paid by the employee

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 included on the 940 Part II inquiry

 

See also

About key fields

About standard inquiries

Adding a predefined inquiry column

Creating a new inquiry column

Displaying inquiry data for a specific time period

 

 

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