This Report is intended to provide employee data from the US Federal tax tab in Back Office. It also displays the data of the Tax Type selected in the parameter.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type 2020
- Click on the Talent - Tax (2020 form and above) Report
Logic
This Report is intended to provide employee data from the US Federal tax tab in Back Office. It also displays the data of the Tax Type selected in the parameter.
Filter Options
| Parameter Name | Options | Description | |
| Division | All available Employers | Use this filter to refine Employer of Talent | |
| Region | All available Regions | Use this filter to refine Region of Talent | |
| Office | All available Offices | Use this filter to refine Office of Talent | |
| Talent Name | Free Text | User this filter to refine the Name of Talent | |
| Talent Status | All available Talent Statuses | Use this filter to refine the Status of Talent | |
| Tax Type | All available Tax Types | Use this filter to refine the Type of Tax |
Graphs/Widgets
Field Details
- Click here to go to the Payroll Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Talent Employer | Talent Employer | |
| Talent Region | Talent Region | The field is hidden but it can be selected from top to display in the report |
| Talent Office | Talent Office | |
| Talent ID | Talent ID | |
| BO Talent ID | Talent ID from Back Office/Classic | The field is hidden but it can be selected from top to display in the report |
| Talent | Talent Name | |
| First Name | Talent First Name | |
| Middle Name | Talent Middle Name | |
| Last Name | Talent Last Name | |
| Talent Status | Talent Status | |
| On Placement | Talent Current Placement Status. If a Talent is currently assigned to any placement then it displays Yes , if not then displays No. | |
| Email Address | Talent Email Address | |
| Talent Phone | Talent Mobile or Talent Home phone or Talent work phone (whichever has value) | |
| US Withholding Type | Talent Tax Withholding Type. Indicates if the talent is being taxed as a non-resident alien. | |
| Tax Type | Tax Type | |
| Tax Name | Tax Name | |
| Active | Tax Active or not? If a Talent Tax is Active then it displays Yes , if not then displays No. | |
| Is Tax Exempt | Tax Exempt or not? If a Talent Tax is Exempt then it displays Yes , if not then displays No. | |
| IRS Lock In | Tax HasLockInLetter field value. If the Talent Tax HasLockInLetter is checked in the setup then it displays Yes , if not then displays No. | |
| Tax Filling Status ID | Tax Marital Status ID | |
| Tax Filling Status | Tax Marital Status | |
| Has Multiple Jobs | Talent US Federal Tax Tab Multiple Job field Value. If the US Federal Tax Tab Multiple Job is checked in the setup then it displays Yes , if not then displays No. | |
| Qualifying Children | Talent US Federal Tax Tab Qualifying Children Value | |
| Other Dependents | Talent US Federal Tax Tab Other Dependents Value | |
| Total Dependents | Talent US Federal Tax Tab Total Dependents Value | |
| Other Income | Talent US Federal Tax Tab Other Income Value | |
| Deductions | Talent US Federal Tax Tab Deduction Value | |
| Extra Withholding | Talent Tax Extra WH/Add WH | |
| Exemption | Tax Exemptions | |
| Dependents | Tax Dependents | |
| Fixed Percentage | Tax Fixed Percentage | |
| Date Completed | US Federal Tax Date Completed | |
| Last Check Date | Talent Last Check Date |
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