Use this subtask to display the amount of income tax withholding at the federal, state, and local levels and the unemployment accruals at the federal and state level that have been computed for the employee. If you need to enter or change ("Query mode") any of these amounts, enter the new values here. Any changes made will not affect the General Ledger.
This non-editable field displays the ID of the employee whose record you are viewing. The employee's name displays to the right of this field. This field defaults from the header information on the main screen.
This non-editable field displays the pay cycle that has been processed for this record. This field defaults from the header information on the main screen.
This non-editable field displays the end date of the pay cycle that has been processed for this record. This field defaults from the header information on the main screen.
This non-editable field displays the check type that has been processed for this record. This field defaults from the header information on the main screen. The check types include: "R" (Regular), "B" (Bonus), "V" (Voided), "W" (represents the positive values of a replacement check), and "X" (can be used any time you want to generate a paycheck without first entering a timesheet).
This non-editable field displays the taxable entity to which the employee is assigned at the time of entry for this record. This field displays from the header information on the main screen.
This non-editable field displays the General Ledger fiscal year to which this record was posted. This field defaults from the header information on the main screen. If this is a "Z" check type, this indicates that the General Ledger was not affected by this record, because this information was manually entered.
This non-editable field displays the General Ledger period to which this record was posted. This field defaults from the header information on the main screen. If this is a "Z" check type, the General Ledger was not affected by this record, because this information was manually entered.
This non-editable field displays the posting sequence number for the fiscal year and period to which this record was posted. This field defaults from the header information on the main screen. A "Z" check type indicates that this information was manually entered, and was therefore not posted to the General Ledger.
This group box is comprised of non-editable fields and numeric fields. It relates to the employee's tax liability at the federal level.
The system-calculated amount for federal taxable wages is displayed. The taxable amount is calculated from the Gross wages on the main screen, less the total of the tax exempt Pay Types in the Pay Types subtask and the tax exempt Deductions in the Deductions subtask.
This numeric field displays the system-calculated amount for federal income taxes withheld if you have selected records through Query. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
The system-calculated amount for social security taxable wages is displayed. The system calculates the taxable amount by subtracting the total of the tax exempt Pay Types in the Pay Types subtask and the tax exempt Deductions in the Deductions subtask from the Gross wages on the main screen.
This numeric field displays the system-calculated amount for social security taxes withheld if you have selected records through Query. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
This numeric field displays the employer expense accrued for social security if you have selected records through Query. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount accrued. This type of entry does not affect the General Ledger. This is a required field.
The system-calculated amount for Medicare taxable wages is displayed. The system calculates the taxable amount by subtracting the total of the tax exempt Pay Types in the Pay Types subtask and the tax exempt Deductions in the Deductions subtask from the Gross wages on the main screen.
This numeric field displays the system-calculated amount for Medicare Taxes withheld if you have selected records through Query. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
This numeric field displays the employer expense accrued for Medicare if you have selected records through Query. You can change this field; however, this will have no effect on the General Ledger. If you are inserting a "Z" record for an employee, enter the amount accrued. This type of entry does not affect the General Ledger. This is a required field.
This numeric field displays the system-calculated amounts for Advance EIC payments if you have selected records through Query. You can change this field; however, this will have no effect on the General Ledger. If you are inserting a "Z" record for an employee, enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
This table displays the system-calculated withholdings at the local level for an employee.
This alphanumeric field displays the locality for which taxes are being withheld. This locality defaults into this table from the locality that was set up in the Employee Taxes screen (in Costpoint Employee) for this employee at the time payroll was computed. If you are adding a "Z" record, select the New Line button on the toolbar and enter the locality code, or use Lookup to select a locality code that has been set up for this employee. Establish Local Codes in the Local Taxes screen.
The system-calculated amount for Local Taxable wages is displayed here. The system calculates the taxable amount by subtracting the Exempt Wages shown in the State Withholding group box, if applicable, from the Gross wages on the main screen.
This column displays the system-calculated amount for local income taxes withheld if you have selected the record through Query. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
This group box is comprised of non-editable fields and numeric fields. It relates to the employer's liability for federal unemployment taxes.
The total of the FUTA-Exempt Pay Types plus the FUTA-Exempt Deductions is displayed here. The pay types processed are detailed in the Pay Types subtask of this application. The figure shown in the Exempt Wages field is from the Pay Types subtask. The taxability of pay types is determined in the Pay Type Taxability screen. The taxability of deductions is determined in the Deductions screen. The deductions processed are detailed in the Deductions subtask of this application.
The system-calculated amount for FUTA-taxable wages is displayed. The system calculates the taxable amount by subtracting the Exempt Wages displayed in this group box from the Gross wages on the main screen.
This field shows the system-calculated amounts for FUTA accrued expense if you have selected this record through Query. This amount is derived from the taxable wages multiplied by the percentage entered in the Federal Taxes screen, up to the taxable wage ceiling also provided in the Federal Taxes screen. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
This group box is comprised of non-editable fields and numeric fields. It relates to the employer's liability for state unemployment taxes.
This field displays the two-character code for the SUTA state, which defaults from the Employee Taxes application. You can change or enter data in this field.
This non-editable field displays the rate by which the taxable wages are multiplied to arrive at the accrued expense amount. The rate defaults from the State Taxes screen for the indicated state.
The total of the SUTA exempt pay types plus the SUTA exempt deductions is displayed. The pay types processed are detailed in the Pay Types subtask of this application. The figure shown in the Exempt Wages field is from the Pay Types subtask. The taxability of pay types is determined in the Pay Type Taxability screen. The taxability of deductions is determined in the Deductions screen. The deductions processed are detailed in the Deductions subtask of this application.
The system-calculated amount for SUTA-taxable wages is displayed. The system calculates the taxable amount by subtracting the Exempt Wages displayed in this group box from the Gross wages on the main screen.
This numeric field displays the system-calculated amount for SUTA accrued expense if you have selected the record through Query. The amount is derived from the taxable wages multiplied by the percentage entered in the State Taxes screen up to the taxable wage ceiling also provided in the State Taxes screen. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount accrued. This type of entry does not affect the General Ledger. This is a required field.
This group box is comprised of non-editable fields and numeric fields; it relates to the employee's tax liability at the state level.
This field displays the two-character code for the withholding state that defaults from the Payroll Tax screen. You can enter or change data in this field.
The total of the state exempt pay types plus the state exempt deductions is displayed. The Pay Types processed are detailed in the Pay Types subtask. The value shown in the Exempt Wages field is from the Pay Types subtask. The taxability of deductions is determined in the Deductions screen. The deductions processed are detailed in the Deductions subtask of this application.
The system-calculated amount for the state taxable wages is displayed. The taxable amount is calculated from the Gross wages on the main screen less the Exempt Wages displayed in this group box.
This non-editable field displays the system-calculated amount for State Income Taxes withheld if you have selected this record through Query. You can change this field; however, this will not affect the General Ledger. If you are inserting a "Z" record for an employee, enter the amount withheld. This type of entry does not affect the General Ledger. This is a required field.
Select this pushbutton to view a non-editable screen that summarizes the project distribution for the selected employee's taxes withheld for the pay period.
Select this pushbutton to view a non-editable screen that summarizes the selected employee's taxes withheld for the entire calendar year of the given paycheck date.