Tax inquiry
unavailable in ajeraCore unless you have the Payroll add-on
Use this inquiry to see all taxes paid for employees.
Using the inquiry
From the 
> Reports menu, click Standard Inquiries > Payroll > Tax.
| To | Do this |
|---|---|
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Change the cutoff date |
Click the link for it, which appears under the inquiry title, and select the date you want. |
Audience
Accounting staff
Standard columns
| Column | Links to this inquiry | Description | Date range available |
|---|---|---|---|
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Group |
The group of the tax |
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Description |
The description of the tax |
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Employee |
The name of the employee |
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Payroll Year |
The year the payroll occurs |
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Taxable |
The taxable basis the pay |
x | |
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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 | |
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Is Employer |
Displays a check mark to indicate the tax is paid by the employer |
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Is Employee |
Displays a check mark to indicate the tax is paid by the employee |
Predefined columns
You can add predefined columns to this inquiry. These columns are available:
| Column | Links to this inquiry | Description | Date range available |
|---|---|---|---|
|
Tax Key |
The database identifier of the tax |
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Order |
The order of the tax in relation to other taxes |
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Description |
The name of the tax |
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Type |
The type of tax |
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Supervisor Key |
The database identifier for the supervisor of the employee associated with this check |
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Supervisor |
The supervisor of the employee associated with this check |
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Department Key |
unavailable in ajeraCore unless you have the Departments add-on The database identifier for the department of the employee associated with this check |
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Department |
unavailable in ajeraCore unless you have the Departments add-on The department of the employee associated with this check |
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Payroll Company Key |
Multi-company only. The database identifier of the company associated with the payroll |
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Payroll Company Name |
Multi-company only. The name of the company associated with the payroll |
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Employee Status |
The status of the employee associated with this tax |
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Employee Key |
Employee |
The database identifier of the employee |
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|
First Name |
Employee |
The employee's first name |
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Middle Name |
Employee |
The employee's middle name |
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Last Name |
Employee |
The employee's last name |
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Termination Date |
The date the employee is terminated |
x | |
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Hire Date |
The date the employee is hired |
x | |
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Weeks |
The total number of weeks worked for the time period |
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Hours |
The total number of hours worked for the time period |
x | |
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Gross Amount |
The amount of pay before any taxes or deductions |
x | |
|
SUI Rate |
The rate paid for state unemployment insurance |
x | |
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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 |
It indicates if this tax included on the 940 Part I inquiry |
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IS 940 Part II |
It indicates if this tax included on the 940 Part II inquiry |
