Subject To inquiry
unavailable in ajeraCore unless you have the Payroll add-on
Use this inquiry to see earnings subject to tax, based on the wage limit for a specific tax. The inquiry initially shows subject-to earnings for year-to-date, quarter-to-date, and month-to-date. You can change the inquiry to show data for a specific time period, as needed.
Using the inquiry
From the 
> Reports menu, click Standard Inquiries > Payroll > Subject
To.
| To | Do this |
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Change the cutoff date |
Click the link for it, which appears under the inquiry title, and select the date you want. Ajera then changes the information in the amount columns, based on the cutoff date. |
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See a time period in addition to the current YTD, QTD, and MTD columns (For example, you want to add a Last QTD Taxable column next to the QTD Taxable column). |
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See subject-to amounts by tax and employee |
Expand the row by clicking the plus sign. |
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See data for a previous year |
Change the condition as follows:
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. Audience
Accounting staff
Inquiry conditions
The inquiry automatically contains a condition to show subject-to amounts of checks for a payroll year of 2008. You can always add, change, or delete conditions on an inquiry.
Groups
This inquiry is grouped by Employer Subject-to and Employee Subject-to Taxes, Tax Description, and Employee. You can always group or ungroup columns, as needed.
Standard columns
| Column | Links to this inquiry | Description | Date range available |
|---|---|---|---|
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Employer Subject-to Employee Subject-to |
Groups taxes based on if the tax is an employer or employee tax |
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Description |
The description of the tax |
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Employee |
Employee |
The full name of the employee |
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Payroll Year |
The year the payroll occurs |
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YTD Taxable |
The year-to-date taxable earnings |
x | |
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YTD Subject To |
The year-to-date earnings subject to tax based on the wage limit for the tax |
x | |
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YTD Tax |
The tax for the year-to-date |
x | |
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QTD Taxable |
The quarter-to date taxable earnings |
x | |
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QTD Subject To |
The quarter-to-date earnings subject to tax based on the wage limit for the tax |
x | |
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QTD Tax |
The tax for the quarter-to-date |
x | |
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MTD Taxable |
The month-to-date taxable earnings |
x | |
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MTD Subject To |
The month-to-date earnings subject to tax based on the wage limit for the tax |
x | |
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MTD Tax |
The tax for the month-to-date |
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 associated with the check |
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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 associated with the tax |
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Supervisor Key |
Employee |
The database identifier of the supervisor of the employee associated with the check |
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Supervisor |
Employee |
The supervisor of the employee associated with the check |
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Department Key |
Employee |
unavailable in ajeraCore unless you have the Departments add-on The database identifier of the department for the employee associated with the check |
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Department |
Employee |
unavailable in ajeraCore unless you have the Departments add-on The department of the employee associated with the 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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Type |
The type of tax |
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Employee Key |
Employee |
The database identifier of the employee associated with the check |
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First Name |
Employee |
The employee's first name |
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Middle Name |
Employee |
The employee's middle name |
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Last Name |
Employee |
The employee's last name |
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Social Security Number |
The employee's Social Security Number |
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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 employee is terminated |
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Hire Date |
The date employee is hired |
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Weeks |
The number of weeks paid in the year to-date |
x | |
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Hours |
The hours on the check |
x | |
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Gross Amount |
The amount of the employee's pay before any taxes or deductions |
x | |
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Taxable |
The amount of the employee’s pay that is taxable |
x | |
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Subject To |
The amount of the employee’s pay that is taxable up to the wage limit |
x | |
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Tax |
The amount of the tax calculated |
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 is included on the 940 Part II inquiry |
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