Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Withholdings by Category Options Tab

The Options tab gives you additional control over the data displayed on the Withholdings By Category 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 Last Payroll Column Select this check box to include withholding information for the employees' or company's last payroll run and then select one of the following options:
  • Employee's Last Payroll: The report displays withholding amounts from each employee's most recent posted payroll run for the 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 W-2 year and quarter.

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

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

Employee Sort

Use these 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.
Social Security Number Select this button to sort by employee Social Security number.

This Employee Sort option is displayed only if you select the Print Social Security number on paychecks option on the Checks tab of the Payroll Setup form (Settings > Payroll). To hide this option for the report, clear the Print Social Security number on paychecks check box.

Time Frame Options

Use these options to specify the time frame for data included on the report.

Field Description
Current Period The report shows data for the active accounting period.
Date Range The report shows data for a date range that you specify. Vantagepoint examines transactions within the specified date range, regardless of the period in which the transactions were posted or the dates of the current active period. Enter the start and end dates, or click the calendar icons to select the dates.
Period Range Select this option to display the Starting and Ending period drop-down lists. Click and select a period (mm/yyyy) range from each list.

Withholding Detail

Use this section to view and filter specific withholding codes on the report.

Field Description
Specific Withholdings Codes Grid Use this grid to filter the records that are displayed on the report. Select the check box for each code that you want to exclude from the report. For example, you might exclude 401(k) contributions.
Code This column displays the codes for types of withholdings, such as FICA - HI or FEDERAL or 401K. You assign withholding codes to employees on the Payroll tab of the Employees hub.
Description This column displays a description for specific withholding code. A description can include the withholding code's state and locale information, for example, Massachusetts State Tax.