Deduction inquiry

unavailable in ajeraCore unless you have the Payroll add-on

Use this inquiry to see deductions made to employee pay. Deductions are initially grouped by deduction and then by employee. The inquiry lists deductions for month to-date, quarter to-date, and year to-date based on the cutoff date.

Using the inquiry

From the > Reports menu, click Standard Inquiries > Payroll > Deduction.

To	Do this
Change the cutoff date	Click the link for it, which appears under the inquiry title, and select the date you want.
Show detail by pay date for an employee	Expand the row by clicking the plus sign.
Show data for last month instead of current month but keep QTD and YTD current	Ensure the cutoff date is for the year-to-date you want to report. Right-click the heading for the MTD Amount column, and click Properties. On the General tab, change the Date Range to Last Month. Change the Column Description to Last Month.
Show data for a different year on the entire inquiry	Change the condition as follows: Click . Click the Conditions tab. In the Payroll Year condition, enter the year you want to report on in the field on the right.

Audience

Accounting staff

Inquiry conditions

The inquiry automatically contains conditions to show only deductions from paid paychecks from the current payroll year. You can always add, change, or delete conditions on an inquiry.

Groups

The inquiry is grouped by Item Description and Employee. You can always group or ungroup columns, as needed.

Standard columns

Column	Links to this inquiry	Description	Date range available
Item Description		The description of the check detail item
Employee	Employee	The full name of the employee
Payroll Year		The year the payroll occurs
Check Status		The status of the paycheck
GL Account Description	GL Account	The name of the associated General Ledger account
Pay Date		The date of the payroll	x
MTD Amount	Check Summary	The month-to-date deductions made to the employee's pay	x
QTD Amount	Check Summary	The quarter-to-date deductions made to the employee's pay	x
YTD Amount	Check Summary	The year-to-date deductions made to the employee's pay	x

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Payroll
Paycheck
GL account
Employee
Defined links

Column	Links to this inquiry	Description	Date range available
Payroll:
Payroll Key		The database identifier of the payroll associated with this check
Description		The description of the payroll
Payroll Status		The status of the payroll
Payroll Quarter		The quarter the payroll occurs
Paycheck:
Pay Check Key		The database identifier of the paycheck associated with this check
Check Number		The number on the paycheck
Is Employer		When associated with a tax, it specifies if the tax is an employer obligation.
Order		The position of the deduction on the check Example: You may sort the inquiry by order so it mirrors the order of the check.
Item Type		The type of item on the paycheck, which on this inquiry is Deductions
Accrual Pay Description		The description of the accrual pay, such as vacation and sick accrual
GL account:
GL Department Key	Department	unavailable in ajeraCore unless you have the Departments add-on The database identifier for the GL department associated with this check
GL Department	Department	unavailable in ajeraCore unless you have the Departments add-on The GL department associated with this check
GL Account Key	GL Account	The database identifier for the GL account associated with this check
GL Account ID	GL Account	The account ID as listed in the chart of accounts for the General Ledger account
Supervisor Key	Employee	The database identifier for the supervisor of the employee associated with this check
Supervisor	Employee	The supervisor for the employee associated with this check
Department Key	Department	unavailable in ajeraCore unless you have the Departments add-on The database identifier for the department for the employee associated with this check
Department	Department	unavailable in ajeraCore unless you have the Departments add-on The department for the employee associated with this check
Employee:
Employee Key	Employee	The employee's name
First Name	Employee	The employee's first name
Middle Name	Employee	The employee's middle name
Last Name	Employee	The employee's last name
Employee Status		The status of the employee associated with this check
Accrual Hours		The number of hours accrued for the pay type	x
Hours		The number of hours for the item	x
Employee Amount		The amount of the deduction paid by the employee	x
Employer Amount		The amount of the deduction paid by the employer	x
Session Key	Session	The database identifier for the session associated with this check
Defined links:
Link - Transaction Labor	Transaction Labor	A link to the Transaction Labor inquiry
Link - Session	Session	A link to the Session inquiry