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
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	Description	Date range available
Group	The group of the tax
Description	The description of the tax
Employee	The name of the employee
Payroll Year	The year the payroll occurs
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
Is Employer	Displays a check mark to indicate the tax is paid by the employer
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
Order		The order of the tax in relation to other taxes
Description		The name of the tax
Type		The type of tax
Supervisor Key		The database identifier for the supervisor of the employee associated with this check
Supervisor		The supervisor of the employee associated with this check
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
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 Status		The status of the employee associated with this tax
Employee Key	Employee	The database identifier of the employee
First Name	Employee	The employee's first name
Middle Name	Employee	The employee's middle name
Last Name	Employee	The employee's last name
Termination Date		The date the employee is terminated	x
Hire Date		The date the employee is hired	x
Weeks		The total number of weeks worked for the time period
Hours		The total number of hours worked for the time period	x
Gross Amount		The amount of pay before any taxes or deductions	x
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		It indicates if this tax included on the 940 Part I inquiry
IS 940 Part II		It indicates if this tax included on the 940 Part II inquiry