Use the General tab to select report options for the State/Local Income Tax Worksheet and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Reporting Period
|
Select each of the following:
-
W-2 Year — Select the Form W-2 year for which you want to generate the report.
-
W-2 Quarter
— Select the Form W-2 quarter for which you want to generate the report.
To also include payroll data from the current accounting period, select
Include Current Period.
|
| Employee Sort
|
Select the sort order for the employees included in the report:
-
Number — Sort by employee number.
- Last Name — Sort by employee last name.
|
| Tax Locale
|
To generate the worksheet for one tax locale, select that locale in
Tax Locale .
|
| Select Payroll Posting Runs button
|
To generate the report for selected payroll posting runs, click the
Select Payroll Posting Runs button.
|
The Payroll Posting Logs dialog box lists all payroll posting runs for the reporting period. Do one of the following:
- To select one posting run, click that row.
- To select multiple posting runs in consecutive rows, hold down the
Shift key, and click the first and last row in the group.
- To select multiple posting runs in rows that are not consecutive, hold down the
Ctrl key, and click each row.
|
| 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.
|