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.
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| W-2 Year
|
Select the Form W-2 year for which you want to display year-to-date contribution amounts.
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| W-2 Quarter
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Select the Form W-2 quarter for which you want to display quarter-to-date contribution amounts.
|
| Time Frame
|
Use these options to specify an additional reporting period:
Current Period
The report displays data for the accounting period that is currently open.
Pd Range
Specify a range of accounting periods. You can select accounting periods from the drop-down lists, or you can enter them in mm/yyyy format.
Dates
Specify a range of dates. Enter the start and end dates of the range, or click
 and select the dates.
|
| Employee Sort
|
Select the sort order for the employees included in the report:
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Number — Sort by employee number.
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Last Name — Sort by employee last name.
-
SSN — Sort by Social Security number.
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| Print Last Payroll Column
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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.
|
| Specific Withholding Codes
|
To generate the report for all withholding codes, do not make any selections in
Specific Withholding Codes.
To generate the report for selected withholding codes, do one of the following:
-
To generate the report for one withholding code, click it.
-
To generate the report for multiple withholding codes in consecutive rows, hold down the SHIFT key and click the first code and last code in the group.
-
To generate the report for multiple withholding codes that are not in consecutive rows, hold down the CTRL key and click each of the codes.
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| Exclude Bonus
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Select this check box if you do not want the report to include bonus pay.
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| Exclude Adjustment
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Select this check box if you do not want the report to include payroll adjustments.
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