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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).

  1. Ensure the cutoff date is for the year-to-date you want to report.
  2. Right-click the heading of a column, such as the QTD Taxable column, and select Add column to the right.
  3. On the General tab, in the Column field, select the Taxable field.
  4. In the Date Range field, select the time period you want to report on, such as Last Quarter.
  5. 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:

  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.

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:

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

 

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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