Viewing Tax and Deduction History

As soon as a deduction has been processed on a timecard and posted to General Ledger account, a history year tab will appear on the Taxes/Deductions screen. These tax and deduction year tabs are similar to the annual history tabs found on the worker record, customer record, General Ledger account, etc. To view the information for any calendar year, click on the appropriate history year tab for the selected Tax ID.

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.

• Tax 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 Tax Total Gross columns, right-click on a month total and select Drill down from the context menu. From the resulting details list, select the Worker and pay Date to view and click the Source button to view the timecard from which the deductions were withheld.

Click OK to save any changes and exit the Taxes/Deductions window. Click Cancel to leave without saving any changes.