Summary

The State Tax Report displays the state taxes of the employees included on the report. The report will display the quarterly and yearly state wages, the state tax withheld and the amount of exempt unemployment wages.

The State Tax Report will not include uncommitted or voided checks.

Step by Step

1     Open the State Tax window (PR> Reports> State Tax).

2     Configure the report.

• The State Tax Code field is used to select state tax codes you would like to include on the report.
  • Only deductions and benefits that are set up to calculate based on the tax table will display in this field. Deductions and benefits are set up to calculate based on the tax table using the Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit> Calculation tab> Select From Table in the Calculation Method drop-down).
  • Check the toggle next to the field title to select or deselect all the state tax codes.
• The Reporting Group field is used to filter the report by the employees attached to a reporting group.
  • Employees are attached to a reporting group using the Reporting Group Maintenance window (PR> Maintenance> Reporting Group).
• The Date to Use drop-down menu is used to select which date will be used to filter the paychecks included on the report.
  • Select Batch if you would like to filter the paychecks included on the report by batch month and batch year.
  • Select Check if you would like to filter the paychecks by check date.
    • The check date is entered on the Checks step when using the Computer Checks process (PR> Computer Checks> Checks> Check Date field).
    • The check date is entered on the Timecards step when using the Manual Checks process (PR> Manual Checks> Timecards> Select a check> Open the Checks tab> Check Date field).
  • Select Period End Date if you would like to filter the paychecks by the period end date.
    • The period end date is set during the Generate step of the Computer Checks process (PR> Computer Checks> Generate> Period End Date field) if you generate default time cards based on a pay schedule. If you create a paycheck from scratch using the Timecards step (PR> Computer Checks> Timecards), you can enter the period end date on the Checks tab (PR> Computer Checks> Timecards> Select a check> Open the Checks tab> Period End Date field).
    • The period end date of a manual check is set during the Timecards step just like Computer Checks that are manually entered (PR> Manual Checks> Timecards> Select a paycheck> Open the Checks tab> Period End Date field).
• The Quarter and Fiscal Year fields are used to select the quarter and fiscal year that will be included on the report.
  • The date used to filter the transactions into each quarter and year is selected in the Date to Use drop-down menu.
• The Unemployment Gross drop-down menu is used to select the unemployment wages that will display on the report.
  • Pay codes are set up to affect an unemployment wage using the Pay Code Maintenance window (PR> Maintenance> Pay Code> Gross to increase section> unemployment toggles).
• Enter a Maximum Wages field is used to cap the unemployment wages included on the report.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon   next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.