Special Logic
- The page is separated according to the value selected in Group 1 parameter
- For column 1 of a table, the header and data row both are dynamic. If Group 4 = "None", the Detail line will be hidden along with the column header.
- There are two Summary Boxes; Grand Total and Report Total.
- Grand Total shows Total amount under different Tax names for Group 1
- Repot Total shows Total amount under different Tax names for whole report
- The Exclude Unposted Batch parameter controls whether payroll batches that have been processed but not yet posted (no Posted Date) are included in the report. When set to True, unposted batches are removed from the results regardless of which Date Type (Check Date or Accounting Period Date) is selected – useful when determining daily or period-end tax liability (for example, Form 941 deposits) so totals reflect only finalized, posted payroll data. When set to False (default), the report includes all batches within the selected date range, matching prior report behavior.
Report Description
Provides all the Tax details for a Company.
The new FFCRA Tax Credits fields will appear above the supplier tax totals after the report run completed:
FFCRA Sick Leave Wages + FFCRA Emergency FMLA Wages + FFCRA MED ER Credit (1.45% of qualified wages) + FFCRA FICA ER Credit (6.2% of Total FFCRA Wages Paid) = Total FFCRA Tax Credit.
Parameters
| Parameter Name | Options | Explanation |
| Supplier | All available Supplier | Filter for check supplier |
| Branch | All available Branches | Filter for check Branch |
| Date Type | Accounting Period Date, Check Date | Paycheck Accounting Period Date or Invoice Date |
| Start Date | ||
| End Date | ||
| Tax Name | Filter result by Tax Name | |
| Show FFCRA Tax Credits | True/False | |
| Show Local Taxes | True/False | |
| Exclude Unposted Batch | True/False | Set to True to exclude payroll batches that have been processed but not yet posted (no Posted Date) from the report, regardless of the Date Type selected. Use this when determining daily or period-end tax liability (for example, Form 941 deposits) so totals reflect only finalized, posted payroll data. Set to False (default) to include all batches within the selected date range, matching prior report behavior. |
| Group 1 | Staffing Company, Branch, Tax State, Taxing Juris, Check Date | Group 1 is the outer most group used in the report. Page break is also handled by this Group. Group 1 value is displayed just above FEIN Number |
| Group 2 | Staffing Company, Branch, Tax State, Taxing Juris, Check Date, None | Group 2 is the largest group inside data table. User can choose None option, implies data is not to be grouped by this Grouping Option. Group 2 selection value is displayed just below Table Header |
| Group 3 | Staffing Company, Branch, Tax State, Taxing Juris, Check Date, None | User can choose None option, implies data is not to be grouped by this Grouping Option 3. Group 3 value is displayed below Resident Tax row. By default, Branch Name value is displayed in this row if Group 3 is selected None |
| Group 4 | Staffing Company, Branch, Tax State, Taxing Juris, Check Date, None | User can choose None option, implies data is not to be grouped by this Grouping Option 4. If Group 4= None, then first column in data table will be Taxing Juris |
Report Fields
| Field Name | Explanation |
| Group 1 Label | Displays the value selected in Group 1 parameter |
| FEIN | FEIN of check Supplier |
| Taxing Juris | This is the first column of data table. This is handled by the Group 4 parameter. By default it displays Taxing Juris. Otherwise, the table header is dynamic as per the Value selected in the Group 4 parameter. Also, detail line data is same as per the Header |
| Check Date | This field is displayed in detail line in first column when Group 4 = Check Date |
| Gross Wages | Total Gross Wages earned by Employee in range |
| Subject Wages | Total Wages Subjected on which Tax is applicable in range |
| Taxable Wages | Total Wages in which actual Tax is calculated in range |
| Tax Amount | Total Tax amount deducted in range |
| FFCRA - Sick Leave |
|
| FFCRA - Emergency FMLA |
|
| FFCRA MED ER Credit | 1.45% of Total of FFCRA Wages Paid |
| FFCRA FICA ER Credit | 6.2% of total FFRCA transactions |
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