Subject-To report

unavailable in ajeraCore unless you have the Payroll add-on

Use this report to see earnings subject to tax, based on the wage limit for a specific tax. The report lists employee earnings, the taxable amount of earnings, and the resulting tax for each of your federal and state taxes.

Ajera automatically produces the report for employee subject-to amounts. You can produce the report to reflect tax liability for either employees or employer by clicking (Customize) and making a selection in the Report Title field.

The report shows year-to-date, quarter-to-date, and month-to-date amounts for each tax.

Note: The quarter-to-date column is based off the beginning date of the selected range. It will only display one quarter's worth of information.

Audience

Accounting

CPA

Producing the report

From the > Reports menu, click Payroll > Subject-To.

Report options

Option Description

Company

Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.

Period

The report contains information for the current month, unless you select a different time period in this field.

After changing report options, click (Refresh). 

Customize options

Option Description

Report title

Select to show amounts for either employee or employer tax liability 

Report contents

The report displays the following columns for year-to-date, quarter-to-date, and month-to-date amounts:

Column Description

Taxable

The taxable earnings

Subject-To

The earnings subject to tax based on the wage limit for the tax

Tax

The amount of the tax