Use the General tab to select report options for the Withholdings by Category report 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 Form W-2 year for which you want to display year-to-date contribution amounts.
|
| W-2 Quarter
|
Select the Form W-2 quarter for which you want to display quarter-to-date contribution amounts.
|
| Time Frame
|
Specify the timeframe for the payroll data:
- Current Period: The report shows data for the accounting period that is currently open.
- Period Range: Select this option and use the adjacent fields to specify the range of accounting periods.
- Dates: Specify the start and end dates of the range.
|
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.
|
| Social Security Number
|
Select this option to sort the report contents by Social Security number.
|
Other options
| Field | Description |
|---|
| Print Last Payroll Column
|
To print withholding information for the employees' or company's last payroll run, select this check box and then select one of the following settings:
-
Employee's Last Payroll: The report displays withholding amounts from each employee's most recent posted payroll run for the Form W-2 year and quarter.
-
Company's Last Payroll: The report displays withholding amounts from the company's most recent posted payroll run for the Form W-2 year and quarter.
|
| Print Taxable Wages
|
Select this check box to display taxable wage amounts for the reporting period specified in
Time Frame, for the Form W-2 quarter, and for the Form W-2 year.
If you select this check box, the report does not display the
Method,
Amount/Percent,
Limit, and
Additional Amount columns.
|
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.
|
Specific Withholding Codes
Select one or more withholding codes to limit the report contents. To generate the report for all withholding codes, do not make any selections in this field.
