Use the General tab to select report options for the State/Local Income Tax Worksheet and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
Reporting Period
| Field | Description |
|---|
| W-2 Year
|
Select the W-2 year for which you want to generate the report.
|
| W-2 Quarter
|
Select the W-2 quarter for which you want to generate the report.
|
| Include Current Period
|
Select this option to include payroll data from the current accounting period, as well.
|
Criteria
| Field | Description |
|---|
| Withholding Code
|
To filter report contents, select a withholding code.
|
| Select Payroll Posting Runs button
|
To generate the report for selected payroll posting runs, click this button. The Payroll Posting Logs dialog box lists all payroll posting runs for the reporting period. Select one or more posting runs.
|
Employee Sort
| Field | Description |
|---|
| Number
|
Select this option to sort the report contents by employee number.
|
| Last Name
|
Select this option to sort the report contents by employee last name.
|
Exclusions
| Field | Description |
|---|
| Exclude Bonus
|
Select this check box if you do not want the report to include bonus pay.
|
| Exclude Adjustment
|
Select this check box if you do not want the report to include payroll adjustments.
|
