Withholdings by Category General Tab

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.
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 Use these options to specify an additional reporting period:

Current Period

The report displays data for the accounting period that is currently open.

Pd Range

Specify a range of accounting periods. You can select accounting periods from the drop-down lists, or you can enter them in mm/yyyy format.

Dates

Specify a range of dates. Enter the start and end dates of the range, or click and select the dates.

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.

  • SSN — Sort by Social Security number.

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.

Specific Withholding Codes To generate the report for all withholding codes, do not make any selections in Specific Withholding Codes.

To generate the report for selected withholding codes, do one of the following:

  • To generate the report for one withholding code, click it.

  • To generate the report for multiple withholding codes in consecutive rows, hold down the SHIFT key and click the first code and last code in the group.

  • To generate the report for multiple withholding codes that are not in consecutive rows, hold down the CTRL key and click each of the codes.

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.