[Reports & Analytics (BOLD)] Taxes Summary Report (BOLD Analyze) (DRAFT)

October 02, 2026 17:36

Overview

Updated 05/12/2023

This report shows a breakdown of the amounts owed for each Tax.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click here to go to the Payroll Category (list of Analyze Reports)

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

CHAPTERS

Legend
Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

Legend

Filter Panel

Locating the Analyze Report

Click on Analyze Tab
The Reports Sub Tab will automatically be selected
In the Search Reports field, type TAXES
Click on the Taxes Summary Report

Logic

This report shows a breakdown of the amounts owed for each Tax.

Click here to go to the Payroll Category (list of Analyze Reports)

The Exclude Unposted Batch filter 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.

Filter Options

Graphs/Widgets

Field Details

Field Name	Description	Notes
Check Employer	PayCheck Employer
FEIN	Employer FEIN
Check Region	PayCheck Region	This field is hidden but can be selected from the top to display in the report.
Check Office	PayCheck Office
Accounting Period Date	PayCheck Accounting Period Date
Taxing Juris	Tax Name
Employee Tax	Options: Yes or No	Display Yes if the tax is employee tax else No
Resident Tax	Options: Resident Tax or Non Resident Tax	Display Resident Tax if the tax type id is 0, 2, and 11 Display Non Resident Tax if the tax type id is 1001 and 1002
Gross Wages	Total Gross Wages earned by Talent in the Check
Subject Wages	Total Wages Subjected on Tax that is applicable in the Check
Taxable Wages	Total Wages in which actual Tax is calculated in the Check
Tax Amount	Total Tax Amount deducted in the Check
Check Date	PayCheck Check Date
Tax State	Name of the State on which tax is implied.
Tax Type	Type of the Tax

Parameter Name	Options	Description
Division	All available Employers	Use this filter to refine Employer of PayCheck
Region	All available Regions	Use this filter to refine Region of PayCheck
Office	All available Offices	Use this filter to refine Office of PayCheck
Show FFCRA Tax	Yes/No	Use this filter to refine if the FFCRA Wages is to be included in the report.
Date Type	Accounting Period Date, Check Date	Use this filter to refine Date Type of PayCheck
Date From		Use this filter to refine Paycheck falling under the date range as per the Date Type selected
Date To
Date Range	None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc.	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.
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.