State Quarterly inquiry
unavailable in ajeraCore unless you have the Payroll add-on
Use this inquiry to review state payroll taxes paid by the employer and employee for all employees in your company. This inquiry initially contains a section for each type of tax and then for each state where employees work.
Using the inquiry
From the 
> Reports menu, click Standard Inquiries > Payroll > State
Quarterly.
| To | Do this |
|---|---|
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Change the cutoff date |
Click the link for it, which appears under the inquiry title. |
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See data for a year other than the current year |
Change the condition as follows:
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Add additional columns required for your state |
Add a predefined column being sure to change the Date Range on the General tab to Quarter-to-date so that the quarter-to-date amount appears in the column. |
. Audience
Accounting staff
Inquiry conditions
The inquiry automatically contains a condition to show state quarterly taxes for the current payroll year. You can always add, change, or delete conditions on an inquiry.
Groups
This inquiry is grouped by Type and Description. You can always group or ungroup columns, as needed.
Standard columns
| Column | Links to this inquiry | Description | Date range available |
|---|---|---|---|
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Type |
The description of the type of tax |
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Description |
The name of the tax |
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Employee |
The full name of the employee |
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Social Security Number |
The employee's Social Security Number |
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Payroll Year |
The year the payroll occurs |
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QTD Gross |
The quarter-to-date amount of the employee's pay before taxes or deductions |
x | |
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QTD Tax |
The quarter-to-date amount of tax paid by the employee |
x | |
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QTD Subject-To |
The quarter-to-date amount of pay subject to tax, based on the wage limit for the tax |
x | |
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QTD Taxable |
The quarter-to-date taxable basis of pay |
x |
Predefined columns
You can add predefined columns to this inquiry. Many columns are available, organized in these categories:
| Column | Links to this inquiry | Description | Date range available |
|---|---|---|---|
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Tax Key |
The database identifier of the tax |
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Order |
The position of the tax on the check Example: You may sort the inquiry by order so it mirrors the order of the check. |
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Group |
The group of the tax |
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Supervisor Key |
Employee |
The database identifier of the supervisor of the employee associated with this check |
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Supervisor |
Employee |
The supervisor of the employee associated with this check |
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Department Key |
Department |
unavailable in ajeraCore unless you have the Departments add-on The database identifier of the department of the employee associated with this check |
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Department |
Department |
unavailable in ajeraCore unless you have the Departments add-on The department of the employee associated with this check |
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Payroll Company Key |
Multi-company only. The database identifier of the company associated with the payroll |
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Payroll Company Name |
Multi-company only. The name of the company associated with the payroll |
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Employee Key |
Employee |
The database identifier of the employee |
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First Name |
Employee |
The first name of the employee |
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Middle Name |
Employee |
The middle name of the employee |
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Last Name |
Employee |
The last name of the employee |
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Is Employer |
Identifies if the tax is an employer tax |
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Is Employee |
Identifies if the tax is an employee tax |
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Termination Date |
The date the employee is terminated |
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Hire Date |
The date the employee is hired |
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Weeks |
The total number of weeks worked for the quarter to-date |
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Hours |
The total number of hours worked for the quarter to-date |
x | |
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Gross Amount |
The amount of pay before any taxes or deductions |
x | |
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Taxable |
The taxable basis the pay |
x | |
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Subject To |
The amount of pay subject to tax, based on the wage limit for the tax |
x | |
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Tax |
The amount of tax paid by the employee |
x | |
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SUI Rate |
The rate paid for state unemployment insurance |
x | |
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Contribution |
The Subject-To amount multiplied by a standard rate of 5.4% |
x | |
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Contribution Expected Rate |
The amount withheld based on the rate setup for the tax |
x | |
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Additional Credit |
The difference between the Contribution amount and the actual amount withheld based on the employer’s rate |
x | |
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IS 940 Part I |
Indicates if this tax included on the 940 Part I inquiry |
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IS 940 Part II |
Indicates if this tax included on the 940 Part II inquiry |
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Concepts
About Cap at Limit for In-house Payroll
About state withholding for multiple states
About reciprocal agreements for state withholding
Tasks
Producing an owner's draw (in-house payroll)
Changing a pay (in-house payroll)
Estimating payroll taxes and net pay
Setting up state withholding for multiple states
Setting up withholding for local taxes when processing for multiple states
Changing state withholding for multiple states
Changing withholding for local taxes when processing for multiple states
Turning off state withholding for multiple states
References
