State/Local Income Tax Worksheet General Tab

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 Select each of the following:
  • W-2 Year — Select the Form W-2 year for which you want to generate the report.
  • W-2 Quarter — Select the Form W-2 quarter for which you want to generate the report.

To also include payroll data from the current accounting period, select Include Current Period.

Employee Sort Select the sort order for the employees included in the report:
  • Number — Sort by employee number.
  • Last Name — Sort by employee last name.
Tax Locale To generate the worksheet for one tax locale, select that locale in Tax Locale .
Select Payroll Posting Runs button To generate the report for selected payroll posting runs, click the Select Payroll Posting Runs button.
The Payroll Posting Logs dialog box lists all payroll posting runs for the reporting period. Do one of the following:
  • To select one posting run, click that row.
  • To select multiple posting runs in consecutive rows, hold down the Shift key, and click the first and last row in the group.
  • To select multiple posting runs in rows that are not consecutive, hold down the Ctrl key, and click each row.
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.