Viewing Tax and Deduction History

As soon as a deduction has been processed on a timecard and posted to general ledger, a history year tab will appear on the Taxes/Deductions screen. These year tabs are similar to the tabs found on the employee window, worker window, general ledger window, etc. To view the information for any calendar year, click on the appropriate history year tab.

The history year tab consists of three columns:

• Tax: This amount is the total that has been withheld from all employees.

• Taxable Gross: Amount reflects the total wage amount that was subject to the tax or deduction.

• Total Gross:  The Amount reflects the total payroll gross including both the taxable and non-taxable totals.

To view the source detail for the Tax or the Total Gross columns, right click on the total to view and select Drill down from the context menu. From the details list, select the employee and pay date to view and click Source to view the timecard from which the deductions were withheld.

Click Ok to exit the Taxes/Deductions window.