State or Local Income Tax Worksheet Options Tab

The Options tab gives you additional control over the data displayed on the State or Local Income Tax Worksheet report.

Reporting Period

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

Field	Description
W-2 Year	Select the W-2 year for which you want to display year-to-date contribution amounts.
W-2 Quarter	Select the W-2 quarter for which you want to display quarter-to-date contribution amounts.
Include Current Period	Select this option to include accrual data from the current accounting period.

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.

Criteria

Use this option to filter state tax information for the employee based on the withholding code you selected.

Field	Description
Withholding - Withholding Code	Select a withholding code from this drop-down list to display the state or locale withholding set up for the employee (for example, MA for Massachusetts income tax withholding). You specify each employee's withholding code in the Withholding grid on the Payroll tab of the Employees hub.

Payroll Posting Logs Grid

The Payroll Processing Posting Log lists the general ledger accounts that were affected by a payroll posting and the total amounts debited and credited to each account. Select the Period check box in the Heading row to include all periods or select the check box for each specific period that you want included on the report.

Field	Description
Period	This column displays the accounting period during which the payroll processing run was posted.
Sequence	This field displays the posting sequence number for the payroll processing run. This number is assigned to identify the posting run. These numbers are sequential, starting with zero at the beginning of a new accounting period.
Type	This column displays the type of payroll run: regular, adjustment, or bonus.
Name	This column displays the username of the user who created the payroll posting run.
Posted	This column displays the date that the payroll run was posted.
Comment	This column displays a short comment that describes the result of the payroll run, such as "Processed 18 employees".