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.

Do this

Change the cutoff date

Click the link for it, which appears under the inquiry title.

See data for a year other than the current year

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.

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	Description	Date range available
Type	The description of the type of tax
Description	The name of the tax
Employee	The full name of the employee
Social Security Number	The employee's Social Security Number
Payroll Year	The year the payroll occurs
QTD Gross	The quarter-to-date amount of the employee's pay before taxes or deductions	x
QTD Tax	The quarter-to-date amount of tax paid by the employee	x
QTD Subject-To	The quarter-to-date amount of pay subject to tax, based on the wage limit for the tax	x
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:

Tax
Employee
Date
Amount
940

Column	Links to this inquiry	Description	Date range available
Tax:
Tax Key		The database identifier of the tax
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.
Group		The group of the tax
Supervisor Key	Employee	The database identifier of the supervisor of the employee associated with this check
Supervisor	Employee	The supervisor of the employee associated with this check
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
Department	Department	unavailable in ajeraCore unless you have the Departments add-on The department of the employee associated with this check
Payroll Company Key		Multi-company only. The database identifier of the company associated with the payroll
Payroll Company Name		Multi-company only. The name of the company associated with the payroll
Employee:
Employee Key	Employee	The database identifier of the employee
First Name	Employee	The first name of the employee
Middle Name	Employee	The middle name of the employee
Last Name	Employee	The last name of the employee
Is Employer		Identifies if the tax is an employer tax
Is Employee		Identifies if the tax is an employee tax
Date:
Termination Date		The date the employee is terminated
Hire Date		The date the employee is hired
Amount:
Weeks		The total number of weeks worked for the quarter to-date
Hours		The total number of hours worked for the quarter to-date	x
Gross Amount		The amount of pay before any taxes or deductions	x
Taxable		The taxable basis the pay	x
Subject To		The amount of pay subject to tax, based on the wage limit for the tax	x
Tax		The amount of tax paid by the employee	x
940:
SUI Rate		The rate paid for state unemployment insurance	x
Contribution		The Subject-To amount multiplied by a standard rate of 5.4%	x
Contribution Expected Rate		The amount withheld based on the rate setup for the tax	x
Additional Credit		The difference between the Contribution amount and the actual amount withheld based on the employer’s rate	x
IS 940 Part I		Indicates if this tax included on the 940 Part I inquiry
IS 940 Part II		Indicates if this tax included on the 940 Part II inquiry