Withholdings by Category General Tab

Use the General tab to select report options for the Withholdings by Category report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.

Reporting Period

Field Description
W-2 Year Select the Form W-2 year for which you want to display year-to-date contribution amounts.
W-2 Quarter Select the Form W-2 quarter for which you want to display quarter-to-date contribution amounts.
Time Frame

Specify the timeframe for the payroll data:

  • Current Period: The report shows data for the accounting period that is currently open.
  • Period Range: Select this option and use the adjacent fields to specify the range of accounting periods.
  • Dates: Specify the start and end dates of the range.

Employee Sort

Field Description
Number Select this option to sort the report contents by employee number.
Last Name Select this option to sort the report contents by employee last name.
Social Security Number Select this option to sort the report contents by Social Security number.

Other options

Field Description
Print Last Payroll Column

To print withholding information for the employees' or company's last payroll run, select this check box and then select one of the following settings:

  • Employee's Last Payroll: The report displays withholding amounts from each employee's most recent posted payroll run for the Form W-2 year and quarter.
  • Company's Last Payroll: The report displays withholding amounts from the company's most recent posted payroll run for the Form W-2 year and quarter.
Print Taxable Wages

Select this check box to display taxable wage amounts for the reporting period specified in Time Frame, for the Form W-2 quarter, and for the Form W-2 year.

If you select this check box, the report does not display the Method, Amount/Percent, Limit, and Additional Amount columns.

Exclusions

Field Description
Exclude Bonus Select this check box if you do not want the report to include bonus pay.
Exclude Adjustment Select this check box if you do not want the report to include payroll adjustments.

Specific Withholding Codes

Select one or more withholding codes to limit the report contents. To generate the report for all withholding codes, do not make any selections in this field.