Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Form 940 Worksheet Options Tab

The Options tab gives you additional control over the data displayed on the Form 940 Worksheet report.

Reporting Period

Use these options to display the W-2 year and quarter and the last payroll withholding for the posted payroll run.

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

Exclusions

Use these options to exclude payroll bonuses and adjustments from the report.

Field Description
Exclude Bonuses Select this check box to exclude bonus pay from the wages subject to the tax.
Exclude Adjustments Select this check box to exclude payroll adjustments from the wages subject to the tax.

Employee Sort

Use the Employee Sort options to specify the sort order for the employees included on the report:

Field Description
Number Select this button to sort by employee number.
Last Name Select this button to sort by employee last name.
Field Description
Report Format Select one of the following formats for displaying employee gross pay, 125/Cafeteria contributions, and total wages subject to tax:
  • QTD/YTD: Quarter-to-date and year-to-date amounts.
  • Current QTD: Current accounting period and quarter-to-date amounts.
  • Current YTD: Current accounting period and year-to-date amounts.
Wage Base Enter the annual wages that are subject to Federal Unemployment Insurance tax.
Percentage Enter the Federal Unemployment Tax percentage to apply to the taxable wages.

Additional Exempt Payments

Use these options to exclude additional withholdings and contributions from taxable wages.

Field Description
Withholdings Select other withholding amounts that you want to exclude from the taxable wages. For example, you might exclude 401(k) contributions. The Add'l Exempt Payments column on the worksheet displays the amount for both the excluded types of withholding and the excluded contributions.
Contributions Select employer contributions that you want to exclude from the taxable wages. For example, you might exclude employer matching contributions to 401(k) accounts. The Add'l Exempt Payments column on the worksheet displays the amount for both the excluded types of withholding and the excluded contributions.