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

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.

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).
  1. Ensure the cutoff date is for the year-to-date you want to report.
  2. Right-click the heading of a column, such as the QTD Taxable column, and select Add column to the right.
  3. On the General tab, in the Column field, select the Taxable field.
  4. In the Date Range field, select the time period you want to report on, such as Last Quarter.
  5. Repeat this process for the other totals you want to include.

See subject-to amounts by tax and employee

Expand the row by clicking the plus sign.

See data for a previous year

Change the condition as follows:

  1. Click .
  2. Click the Conditions tab.
  3. 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 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

Employer Subject-to

Employee Subject-to

  

Groups taxes based on if the tax is an employer or employee tax

  

Description

  

The description of the tax

  

Employee

Employee

The full name of the employee

  

Payroll Year

  

The year the payroll occurs

  

YTD Taxable

  

The year-to-date taxable earnings

 x

YTD Subject To

  

The year-to-date earnings subject to tax based on the wage limit for the tax

 x

YTD Tax

  

The tax for the year-to-date

 x

QTD Taxable

  

The quarter-to date taxable earnings

 x

QTD Subject To

  

The quarter-to-date earnings subject to tax based on the wage limit for the tax

 x

QTD Tax

  

The tax for the quarter-to-date

 x

MTD Taxable

  

The month-to-date taxable earnings

 x

MTD Subject To

  

The month-to-date earnings subject to tax based on the wage limit for the tax

 x

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

Tax:

Tax Key

  

The database identifier of the tax associated with the check

  

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 associated with the tax

  

Supervisor Key

Employee

The database identifier of the supervisor of the employee associated with the check

  

Supervisor

Employee

The supervisor of the employee associated with the check

  

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

  

Department

Employee

unavailable in ajeraCore unless you have the Departments add-on

The department of the employee associated with the 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

  

Type

  

The type of tax

  

Employee:

Employee Key

Employee

The database identifier of the employee associated with the check

  

First Name

Employee

The employee's first name

  

Middle Name

Employee

The employee's middle name

  

Last Name

Employee

The employee's last name

  

Social Security Number

  

The employee's Social Security Number

  

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 employee is terminated

  

Hire Date

  

The date employee is hired

  

Amount:

Weeks

  

The number of weeks paid in the year to-date

 x

Hours

  

The hours on the check

 x

Gross Amount

  

The amount of the employee's pay before any taxes or deductions

 x

Taxable

  

The amount of the employee’s pay that is taxable

 x

Subject To

  

The amount of the employee’s pay that is taxable up to the wage limit

 x

Tax

  

The amount of the tax calculated

 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 is included on the 940 Part II inquiry