Accounting CS
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The Client variables available from the Report Designer can be inserted into reports or statements. The following tables provide details about each of these variables.
See also: Variables overview
Workpapers CS users: Some of these variables, while visible in the Design Tools frame in the Report Designer, may not be relevant to Workpapers CS and if used in reports or other documents for a Workpapers CS-only client would display the notation "This report contains no data" would appear.
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| DBA Name | Client doing business as (DBA) name from Setup > Clients | Text | [Client.DBAName] |
| EIN/SSN | Client EIN or SSN from Setup > Clients | Number | [Client.EINSSN] |
| EIN/SSN (last four digits) | Last four digits of the client EIN or SSN from Setup > Clients | Number | [Client.EINSSNLastFourDigits] |
| ID | Client ID from Setup > Clients | Text | [Client.ID] |
| Name | Client name from Setup > Clients | Text | [Client.Name] |
| Payroll Name | Client payroll name from Setup > Clients | Text | [Client.PayrollName] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Current Fiscal Year Begin Date | Beginning date of the current fiscal year for the client from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.CurrentFiscalYearBeginDate] |
| Current Fiscal Year End Date | Ending date of the current fiscal year for the client from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.CurrentFiscalYearEndDate] |
| Current Period Begin Date | Beginning date of the current period for the client from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.CurrentPeriodBeginDate] |
| Current Period End Date | Ending date of the current period for the client from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.CurrentPeriodEndDate] |
| Latest Period End Date | Ending date of the latest period for the client from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.LatestPeriodEndDate] |
| Period Frequency | Period frequency for the client from the Accounting Information tab of Setup > Clients | Text | [Client.AccountingProcessing.PeriodFrequency] |
| Previous Fiscal Year Period End Date | Ending date of the current period one year ago, calculated from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.PeriodEndDates.1FiscalYearAgo.PeriodEndDate] |
| Previous Fiscal Year End Date | Ending date of the previous fiscal year, calculated from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.PeriodEndDates.1FiscalYearAgo.YearEndDate] |
| Two Previous Years Period End Date | Ending date of the current period two years ago, calculated from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.PeriodEndDates.2FiscalYearsAgo.PeriodEndDate] |
| Two Previous Years End Date | Ending date of the fiscal year two years ago, calculated from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.PeriodEndDates.2FiscalYearsAgo.YearEndDate] |
| Current Period End Date | Ending date of the current period in the current fiscal year from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.PeriodEndDates.CurrentFiscalYear.PeriodEndDate] |
| Current Fiscal Year End Date | Ending date of the current fiscal year from the Accounting Information tab of Setup > Clients | Date | [Client.AccountingProcessing.PeriodEndDates.CurrentFiscalYear.YearEndDate] |
| Months in Period | Number of months (in the format of "X Months") in the selected period, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.MonthsinPeriod] |
| Months in Quarter-to-Date | Number of months (in the format of "X Months") in the quarter to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.MonthsinQuartertoDate] |
| Months in Semiannual Period-to-Date | Number of months (in the format of "X Months") in the semiannual period to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.MonthsinSemiannualPeriodtoDate] |
| Months in Year-to-Date | Number of months (in the format of "X Months") in the year to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.MonthsinYeartoDate] |
| Periods in Month-to-Date | Number of periods (in the format of "X Periods") in the current month to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.PeriodsinMonthtoDate] |
| Periods in Period | Number of periods (in the format of "X Periods") in the current processing period, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.PeriodsinPeriod] |
| Periods in Quarter-to-Date | Number of periods (in the format of "X Periods") in the current quarter to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.PeriodsinQuartertoDate] |
| Periods in Semiannual Period-to-Date | Number of periods (in the format of "X Periods") in the semiannual period to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.PeriodsinSemiannualPeriodtoDate] |
| Periods in Year | Number of periods (in the format of "X Periods") in the year, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.PeriodsinYear] |
| Periods in Year-to-Date | Number of periods (in the format of "X Periods") in the year to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.PeriodsinYeartoDate] |
| Quarters in Period | Number of quarters (in the format of "X Quarters") in the current period, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.QuartersinPeriod] |
| Quarters in Semiannual Period-to-Date | Number of quarters in the semiannual period to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.QuartersinSemiannualPeriodtoDate] |
| Quarters in Year-to-Date | Number of quarters (in the format of "X Quarters") in the year to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.QuartersinYeartoDate] |
| Semiannual Periods in Period | Number of semiannual periods (in the format of "X Periods") in the current processing period, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.SemiannualPeriodsinPeriod] |
| Semiannual Periods in Year-to-Date | Number of semiannual periods (in the format of "X Periods") in the year to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.SemiannualPeriodsinYeartoDate] |
| Weeks in Month-to-Date | Output the number of weeks (in the format of "X Weeks) in the month to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.WeeksinMonthtoDate] |
| Weeks in Period | Number of weeks (in the format of "X Weeks") in the current processing period, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.WeeksinPeriod] |
| Weeks in Quarter-to-Date | Number of weeks (in the format of "X Weeks") in the quarter to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.WeeksinQuartertoDate] |
| Weeks in Semiannual Period-to-Date | Number of weeks (in the format of "X Weeks") in the semiannual period to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.WeeksinSemiannualPeriodtoDate] |
| Weeks in Year-to-Date | Number of weeks (in the format of "X Weeks") in the year to date, calculated from the Accounting Information tab of Setup > Clients | Number | [Client.AccountingProcessing.Periods.WeeksinYeartoDate] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Accounting Method | Accounting basis method (cash or accrual) for the client from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.AccountingMethod.Basis] |
| Automatic Application Method | Automatic application method selection from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.AutomaticApplication.Method] |
| AP GL Account Number | Accounts payable general ledger account number from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.GeneralLedgerAccounts.AccountsPayable.GLAccount] |
| AP GL Account Description | Accounts payable general ledger account description from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.GeneralLedgerAccounts.AccountsPayable.GLAccountDescription] |
| Discount GL Account Number | Discount general ledger account number from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.GeneralLedgerAccounts.Discount.GLAccount] |
| Discount GL Account Description | Discount general ledger account description from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.GeneralLedgerAccounts.Discount.GLAccountDescription] |
| Allow Purchase Discount | Allow purchase discount checkbox on the Accounts Payable tab of Setup > Clients | Yes/no | [Client.AccountsPayable.Processing.AllowPurchaseDiscount] |
| Purchase Order Number | Purchase order number checkbox on the Accounts Payable tab of Setup > Clients | Yes/no | [Client.AccountsPayable.Processing.PurchaseOrderNumber] |
| Purchase Order Number Treatment | Purchase order number treatment selection from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.Processing.PurchaseOrderNumberTreatment] |
| Reference Number | Reference number checkbox on the Accounts Payable tab of Setup > Clients | Yes/no | [Client.AccountsPayable.Processing.ReferenceNumber] |
| Reference Number Treatment | Reference number treatment selection from the Accounts Payable tab of Setup > Clients | Text | [Client.AccountsPayable.Processing.ReferenceNumberTreatment] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Accounting Method | Accounting method basis (cash or accrual) for the client from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.AccountingMethod.Basis] |
| Automatic Application Method | Automatic application method selected from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.AutomaticApplication.Method] |
| Invoice Layout | Invoice layout selected on the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.FormsProcessing.InvoiceLayout] |
| Invoice Sort Order | Invoice sort order selection from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.FormsProcessing.InvoiceSortOrder] |
| Statement Layout | Statement layout selection from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.FormsProcessing.StatementLayout] |
| Statement Sort Order | Statement sort order selection made on the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.FormsProcessing.StatementSortOrder] |
| AR GL Account Number | AR GL account number from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.AccountsReceivable.GLAccount] |
| AR GL Account Description | AR GL account description from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.AccountsReceivable.GLAccountDescription] |
| Bad Debt Expense GL Account Number | Bad debt expense GL account number from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.BadDebtExpense.GLAccount] |
| Bad Debt Expense GL Account Description | Bad debt expense GL account description from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.BadDebtExpense.GLAccountDescription] |
| Discount GL Account Number | Discount GL account number from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.Discount.GLAccount] |
| Discount GL Account Description | Discount GL account description from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.Discount.GLAccountDescription] |
| Finance Charge Revenue GL Account Number | Finance charge GL account number from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.FinanceChargeRevenue.GLAccount] |
| Finance Charge Revenue GL Account Description | Finance charge GL account description from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.FinanceChargeRevenue.GLAccountDescription] |
| Undeposited Payments GL Account Number | Undeposited payments GL account number from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.UndepositedPayments.GLAccount] |
| Undeposited Payments GL Account Description | Undeposited payments GL account description from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.UndepositedPayments.GLAccountDescription] |
| Unearned Revenue GL Account Number | Unearned revenue GL account number from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.UnearnedRevenueGLAccount] |
| Unearned Revenue GL Account Description | Unearned revenue GL account description from the Accounts Receivable tab of Setup > Clients | Text | [Client.AccountsReceivable.GeneralLedgerAccounts.UnearnedRevenueGLAccountDescription] |
| Logo | Logo image from the Accounts Receivable tab of Setup > Clients | Image | [Client.AccountsReceivable.Image.Logo] |
| Disable Auto-Increment Reference Number | Disable auto increment reference number checkbox on the Accounts Receivable tab of Setup > Clients | Yes/no | [Client.AccountsReceivable.Processing.DisableAutoIncrementReferenceNumber] |
| Next Reference Number | Next reference number from the Accounts Receivable tab of Setup > Clients | Number | [Client.AccountsReceivable.Processing.NextReferenceNumber] |
| Offer Payment Discount | Offer payment discount checkbox on the Accounts Receivable tab of Setup > Clients | Yes/no | [Client.AccountsReceivable.Processing.OfferPaymentDiscount] |
| Prompt when Using Duplicate Reference Numbers | Prompt when using duplicate reference numbers checkbox on the Accounts Receivable tab of Setup > Clients | Yes/no | [Client.AccountsReceivable.Processing.PromptwhenUsingDuplicateReferenceNumbers] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Company | Company of the additional contact from the Main tab of Setup > Clients | Text | [Client.AdditionalContacts.Company] |
| Name | Name of the additional contact from the Main tab of Setup > Clients | Text | [Client.AdditionalContacts.Name] |
| Payroll Form Signer | Payroll form signer checkbox on the Additional Contact dialog on the Main tab of Setup > Clients | Yes/no | [Client.AdditionalContacts.PayrollFormSigner] |
| Salutation | Salutation of the additional contact from the Main tab of Setup > Clients | Text | [Client.AdditionalContacts.Salutation] |
| Title | Title of the additional contact from the Main tab of Setup > Clients | Title | [Client.AdditionalContacts.Title] |
| Business Address Line 1 | First line of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.AddressLine1] |
| Business Address Line 1 and Line 2 | First and second lines of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.AddressLine1andAddressLine2] |
| Business Address Line 2 | Second line of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.AddressLine2] |
| Business Address City | City of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.City] |
| Business Address City, State and Zip | City, state and zip code of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.CityStateandZip] |
| Complete Business Address | Complete business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.CompleteAddress] |
| Complete Business Address (single line) | Complete business address on a single line for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.CompleteAddressSingleLine] |
| Business Address Country | Country of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.Country] |
| Business Address County | County of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.County] |
| Business Address State (abbreviation) | State abbreviation of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.State] |
| Business Address State (full name) | State name of the business address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Business.StateName] |
| Business Address Zip Code | Zip code of the business address for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Business.Zip] |
| Home Address Line 1 | First line of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.AddressLine1] |
| Home Address Line 1 and Line 2 | First and second lines of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.AddressLine1andAddressLine2] |
| Home Address Line 2 | Second line of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.AddressLine2] |
| Home Address City | City of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.City] |
| Home Address City, State and Zip | City of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.CityStateandZip] |
| Complete Home Address | Complete home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.CompleteAddress] |
| Complete Home Address (single line) | Complete home address on a single line for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.CompleteAddressSingleLine] |
| Home Address Country | Country of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.Country] |
| Home Address County | County of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.County] |
| Home Address State (abbreviation) | State abbreviation of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.State] |
| Home Address State (full name) | State name of the home address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Home.StateName] |
| Home Address Zip Code | Zip code of the home address for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Home.Zip] |
| Mailing Address Line 1 | First line of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.AddressLine1] |
| Mailing Address Line 1 and Line 2 | First and second lines of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.AddressLine1andAddressLine2] |
| Mailing Address Line 2 | Second line of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.AddressLine2] |
| Mailing Address City | City of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.City] |
| Mailing Address City, State and Zip | City, state and zip code of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.CityStateandZip] |
| Complete Mailing Address | Complete mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.CompleteAddress] |
| Complete Mailing Address (single line) | Complete mailing address for the additional contact on a single line from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.CompleteAddressSingleLine] |
| Mailing Address Country | Country of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.Country] |
| Mailing Address County | County of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.County] |
| Mailing Address State (abbreviation) | State abbreviation of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.State] |
| Mailing Address State (full name) | State name of the mailing address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Mailing.StateName] |
| Mailing Address Zip Code | Zip code of the mailing address for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Mailing.Zip] |
| Other Address Line 1 | First line of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.AddressLine1] |
| Other Address Line 1 and Line 2 | First and second lines of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.AddressLine1andAddressLine2] |
| Other Address Line 2 | Second line of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.AddressLine2] |
| Other Address City | City of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.City] |
| Other Address City, State and Zip | City, state and zip code of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.CityStateandZip] |
| Complete Other Address | Complete other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.CompleteAddress] |
| Complete Other Address (single line) | Complete other address on a single line for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.CompleteAddressSingleLine] |
| Other Address Country | Country of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.Country] |
| Other Address County | County of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.County] |
| Other Address State (abbreviation) | State abbreviation of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.State] |
| Other Address State (full name) | State name of the other address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Other.StateName] |
| Other Address Zip | Zip code of the other address for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Other.Zip] |
| Email Address | Email address for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Email] |
| Website | Website for the additional contact from Setup > Clients | Text | [Client.AdditionalContacts.Website] |
| Business Extension | Business extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Business.Extension] |
| Business Number | Business number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Business.Number] |
| Business Number and Extension | Business number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Business.NumberandExtension] |
| Car Extension | Car extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Car.Extension] |
| Car Number | Car number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Car.Number] |
| Car Number and Extension | Car number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Car.NumberandExtension] |
| Fax Extension | Fax extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Fax.Extension] |
| Fax Number | Fax number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Fax.Number] |
| Fax Number and Extension | Fax number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Fax.NumberandExtension] |
| Home Extension | Home extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Home.Extension] |
| Home Number | Home number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Home.Number] |
| Home Number and Extension | Home number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Home.NumberandExtension] |
| Mobile Extension | Mobile extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Mobile.Extension] |
| Mobile Number | Mobile number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Mobile.Number] |
| Mobile Number and Extension | Mobile number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Mobile.NumberandExtension] |
| Other Extension | Other extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Other.Extension] |
| Other Number | Other number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Other.Number] |
| Other Number and Extension | Other number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Other.NumberandExtension] |
| Pager Extension | Pager extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Pager.Extension] |
| Pager Number | Pager number for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Pager.Number] |
| Pager Number and Extension | Pager number and extension for the additional contact from Setup > Clients | Number | [Client.AdditionalContacts.Pager.NumberandExtension] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Business Address Line 1 | First line of the client business address from Setup > Clients | Text | [Client.Business.AddressLine1] |
| Business Address Line 1 and Line 2 | First and second lines of the client business address from Setup > Clients | Text | [Client.Business.AddressLine1andAddressLine2] |
| Business Address Line 2 | Second line of the client business address from Setup > Clients | Text | [Client.Business.AddressLine2] |
| Business Address City | City of the client business address from Setup > Client | Text | [Client.Business.City] |
| Business Address City, State and Zip | City, state and zip code of the client business address from Setup > Clients | Text | [Client.Business.CityStateandZip] |
| Complete Business Address | Complete business address for the client from Setup > Clients | Text | [Client.Business.CompleteAddress] |
| Complete Business Address (single line) | Complete business address for the client on a single line from Setup > Clients | Text | [Client.Business.CompleteAddressSingleLine] |
| Business Address Country | Country of the client business address from Setup > Clients | Text | [Client.Business.Country] |
| Business Address County | County of the client business address from Setup > Clients | Text | [Client.Business.County] |
| Business Address Municipality Code | Municipality code for the client business address from Setup > Clients | Number | [Client.Business.MunicipalityCode] |
| Business Address Municipality Description | Municipality description for the client business address from Setup > Clients | Text | [Client.Business.MunicipalityDescription] |
| Business Address School District Code | School district code for the client business address from Setup > Clients | Number | [Client.Business.SchoolDistrictCode] |
| Business Address School District Description | School district description for the client business address from Setup > Clients | Text | [Client.Business.SchoolDistrictDescription] |
| Business Address State (abbreviation) | State abbreviation for the client business address from Setup > Clients | Text | [Client.Business.State] |
| Business Address State (full name) | State name for the client business address from Setup > Clients | Text | [Client.Business.StateName] |
| Business Address Zip Code | Zip code of the client business address from Setup > Clients | Number | [Client.Business.Zip] |
| Home Address Line 1 | First line of the client home address from Setup > Clients | Text | [Client.Home.AddressLine1] |
| Home Address Line 1 and Line 2 | First and second lines of the client home address from Setup > Clients | Text | [Client.Home.AddressLine1andAddressLine2] |
| Home Address Line 2 | Second line of the client home address from Setup > Clients | Text | [Client.Home.AddressLine2] |
| Home Address City | City of the client home address from Setup > Clients | Text | [Client.Home.City] |
| Home Address City, State and Zip | City, state and zip code of the client home address from Setup > Clients | Text | [Client.Home.CityStateandZip] |
| Complete Home Address | Complete home address for the client from Setup > Clients | Text | [Client.Home.CompleteAddress] |
| Complete Home Address (single line) | Complete home address for the client on a single line from Setup > Clients | Text | [Client.Home.CompleteAddressSingleLine] |
| Home Address Country | Country of the client home address from Setup > Clients | Text | [Client.Home.Country] |
| Home Address County | County of the client home address from Setup > Clients | Text | [Client.Home.County] |
| Home Address Municipality Code | Municipality code of the client home address from Setup > Clients | Number | [Client.Home.MunicipalityCode] |
| Home Address Municipality Description | Municipality description of the client home address from Setup > Clients | Text | [Client.Home.MunicipalityDescription] |
| Home Address School District Code | School district code of the client home address from Setup > Clients | Number | [Client.Home.SchoolDistrictCode] |
| Home Address School District Description | School district description of the client home address from Setup > Clients | Text | [Client.Home.SchoolDistrictDescription] |
| Home Address State (abbreviation) | State abbreviation of the client home address from Setup > Clients | Text | [Client.Home.State] |
| Home Address State (full name) | State name of the client home address from Setup > Clients | Text | [Client.Home.StateName] |
| Home Address Zip Code | Zip code of the client home address from Setup > Clients | Number | [Client.Home.Zip] |
| Mailing Address Line 1 | First line of the client mailing address from Setup > Clients | Text | [Client.Mailing.AddressLine1] |
| Mailing Address Line 1 and Line 2 | First and second lines of the client mailing address from Setup > Clients | Text | [Client.Mailing.AddressLine1andAddressLine2] |
| Mailing Address Line 2 | Second line of the client mailing address from Setup > Clients | Text | [Client.Mailing.AddressLine2] |
| Mailing Address City | City of the client mailing address from Setup > Clients | Text | [Client.Mailing.City] |
| Mailing Address City, State and Zip | City, state and zip code of the client mailing address from Setup > Clients | Text | [Client.Mailing.CityStateandZip] |
| Complete Mailing Address | Complete mailing address from Setup > Clients | Text | [Client.Mailing.CompleteAddress] |
| Complete Mailing Address (single line) | Complete mailing address for the client on a single line from Setup > Clients | Text | [Client.Mailing.CompleteAddressSingleLine] |
| Mailing Address Country | Country of the client mailing address from Setup > Clients | Text | [Client.Mailing.Country] |
| Mailing Address County | County of the client mailing address from Setup > Clients | Text | [Client.Mailing.County] |
| Mailing Address Municipality Code | Municipality code of the client mailing address from Setup > Clients | Number | [Client.Mailing.MunicipalityCode] |
| Mailing Address Municipality Description | Municipality description of the client mailing address from Setup > Clients | Text | [Client.Mailing.MunicipalityDescription] |
| Mailing Address School District Code | School district code of the client mailing address from Setup > Clients | Number | [Client.Mailing.SchoolDistrictCode] |
| Mailing Address School District Description | School district description of the client mailing address from Setup > Clients | Text | [Client.Mailing.SchoolDistrictDescription] |
| Mailing Address State (abbreviation) | State abbreviation of the client mailing address from Setup > Clients | Text | [Client.Mailing.State] |
| Mailing Address State (full name) | State name of the client mailing address from Setup > Clients | Text | [Client.Mailing.StateName] |
| Mailing Address Zip Code | Zip code of the client mailing address from Setup > Clients | Number | [Client.Mailing.Zip] |
| Other Address Line 1 | First line of the client other address from Setup > Clients | Text | [Client.Other.AddressLine1] |
| Other Address Line 1 and Line 2 | First and second lines of the client other address from Setup > Clients | Text | [Client.Other.AddressLine1andAddressLine2] |
| Other Address Line 2 | Second line of the client other address from Setup > Clients | Text | [Client.Other.AddressLine2] |
| Other Address City | City of the client other address from Setup > Clients | Text | [Client.Other.City] |
| Other Address City, State and Zip | City, state and zip code of the client other address from Setup > Clients | Text | [Client.Other.CityStateandZip] |
| Complete Other Address | Complete client other address from Setup > Clients | Text | [Client.Other.CompleteAddress] |
| Complete Other Address (single line) | Complete client other address on a single line from Setup > Clients | Text | [Client.Other.CompleteAddressSingleLine] |
| Other Address Country | Country of the client other address from Setup > Clients | Text | [Client.Other.Country] |
| Other Address County | County of the client other address from Setup > Clients | Text | [Client.Other.County] |
| Other Address Municipality Code | Municipality code of the client other address from Setup > Clients | Number | [Client.Other.MunicipalityCode] |
| Other Address Municipality Description | Municipality description of the client other address from Setup > Clients | Text | [Client.Other.MunicipalityDescription] |
| Other Address School District Code | School district code of the client other address from Setup > Clients | Number | [Client.Other.SchoolDistrictCode] |
| Other Address School District Description | School district description of the client other address from Setup > Clients | Text | [Client.Other.SchoolDistrictDescription] |
| Other Address State (abbreviation) | State abbreviation of the client other address from Setup > Clients | Text | [Client.Other.State] |
| Other Address State (full name) | State name of the client other address from Setup > Clients | Text | [Client.Other.StateName] |
| Other Address Zip Code | Zip code of the client other address from Setup > Clients | Number | [Client.Other.Zip] |
| Taxing Address Line 1 | First line of the client taxing address from Setup > Clients | Text | [Client.Taxing.AddressLine1] |
| Taxing Address Line 1 and Line 2 | First and second lines of the client taxing address from Setup > Clients | Text | [Client.Taxing.AddressLine1andAddressLine2] |
| Taxing Address Line 2 | Second line of the client taxing address from Setup > Clients | Text | [Client.Taxing.AddressLine2] |
| Taxing Address City | City of the client taxing address from Setup > Clients | Text | [Client.Taxing.City] |
| Taxing Address City, State and Zip | City, state and zip code of the client taxing address from Setup > Clients | Text | [Client.Taxing.CityStateandZip] |
| Complete Taxing Address | Complete taxing address for the client from Setup > Clients | Text | [Client.Taxing.CompleteAddress] |
| Complete Taxing Address (single line) | Complete taxing address for the client on a single line from Setup > Clients | Text | [Client.Taxing.CompleteAddressSingleLine] |
| Taxing Address Country | Country of the client taxing address from Setup > Clients | Text | [Client.Taxing.Country] |
| Taxing Address County | County of the client taxing address from Setup > Clients | Text | [Client.Taxing.County] |
| Taxing Address Municipality Code | Municipality code of the client taxing address from Setup > Clients | Number | [Client.Taxing.MunicipalityCode] |
| Taxing Address Municipality Description | Municipality description of the client taxing address from Setup > Clients | Text | [Client.Taxing.MunicipalityDescription] |
| Taxing Address School District Code | School district code of the client taxing address from Setup > Clients | Number | [Client.Taxing.SchoolDistrictCode] |
| Taxing Address School District Description | School district description of the client taxing address from Setup > Clients | Text | [Client.Taxing.SchoolDistrictDescription] |
| Taxing Address State (abbreviation) | State abbreviation of the client taxing address from Setup > Clients | Text | [Client.Taxing.State] |
| Taxing Address State (full name) | State name of the client taxing address from Setup > Clients | Text | [Client.Taxing.StateName] |
| Taxing Address Zip Code | Zip code of the client taxing address from Setup > Clients | Number | [Client.Taxing.Zip] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Full Mask | Complete chart of accounts mask for the client from the Account Mask tab of Setup > Clients | Text | [Client.ChartofAccountsMask.FullMask] |
| Core Mask Segment | Core checkbox on the Account Mask tab of Setup > Clients | Yes/no | [Client.ChartofAccountsMask.MaskSegments.Core] |
| Segment Mask | Segment mask from the grid on the Account Mask tab of Setup > Clients | Text | [Client.ChartofAccountsMask.MaskSegments.Mask] |
| Segment Name | Segment name from the grid on the Account Mask tab of Setup > Clients | Text | [Client.ChartofAccountsMask.MaskSegments.Segment] |
| Separator | Separator selection from the grid on the Account Mask tab of Setup > Clients | Text | [Client.ChartofAccountsMask.MaskSegments.Separator] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Employee Self-Service Checks | Number of Employee Self-Service checks for the client calculated from the background tables for the given date range | Number | [Client.CheckCount.EmployeeSelfServiceChecks] |
| Payroll Checks | Number of payroll checks for the client calculated from the transactions for a given date range in Actions > Enter Transactions | Number | [Client.CheckCount.PayrollChecks] |
| Total Checks | The total number of checks for a client calculated from the transactions for a given date range in Actions > Enter Transactions and the background tables | Number | [Client.CheckCount.TotalChecks] |
| Vendor Checks | Number of vendor checks for the client calculated from the transactions for a given date range in Actions > Enter Transactions | Number | [Client.CheckCount.VendorChecks] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Latest Check Date | Latest check date used by a payroll or vendor check for the client from the background tables and Actions > Enter Transactions | Date | [Client.CheckDate.LatestCheckDate] |
| Next Check Date | Next check date scheduled for use by payroll or vendor checks, from the payroll schedules on the Payroll Information tab of Setup > Clients | Date | [Client.CheckDate.NextCheckDate] |
| Payroll Latest Check Date | Latest check date used by a payroll check from Actions > Enter Transactions | Date | [Client.CheckDate.Payroll.LatestCheckDate] |
| Payroll Latest Period Begin Date | Latest period beginning date used by a payroll check for the client on Actions > Enter Transactions | Date | [Client.CheckDate.Payroll.LatestPeriodBeginDate] |
| Payroll Latest Period End Date | Latest period ending date used by a payroll check for the client on Actions > Enter Transactions | Date | [Client.CheckDate.Payroll.LatestPeriodEndDate] |
| Payroll Next Check Date | Next check date scheduled for use from the Payroll Information tab of Setup > Clients | Date | [Client.CheckDate.Payroll.NextCheckDate] |
| Payroll Next Period Begin Date | Next period beginning date scheduled for use from the Payroll Information tab of Setup > Clients | Date | [Client.CheckDate.Payroll.NextPeriodBeginDate] |
| Payroll Next Period End Date | Next period ending date scheduled for use from the Payroll Information tab of Setup > Clients | Date | [Client.CheckDate.Payroll.NextPeriodEndDate] |
| Vendor Latest Check Date | Latest check date used by a vendor check calculated from Actions > Enter Transactions | Date | [Client.CheckDate.VendorActivity.LatestCheckDate] |
| Vendor Check Next Check Date | Date of the next unprinted vendor check from the background tables | Date | [Client.CheckDate.VendorActivity.NextCheckDate] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Active Date | Date the client became active from Setup > Clients | Date | [Client.ClientInformation.ActiveDate] |
| Explanation | Inactive reason explanation field on the Main tab of Setup > Clients | Text | [Client.ClientInformation.Explanation] |
| Inactive Date | Inactive date from the Main tab of Setup > Clients | Date | [Client.ClientInformation.InactiveDate] |
| Inactive Reason | Inactive reason from the Main tab of Setup > Clients Industry code selected for the client from the Main tab of Setup > Clients | Text | [Client.ClientInformation.InactiveReason] |
| Industry Code | Industry code selected for the client from the Main tab of Setup > Clients | Number | [Client.ClientInformation.IndustryCode] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Client Access | Enable Client Access checkbox on the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.ClientServices.ClientAccess] |
| Employee Self-Service | Employee Self-Service checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.ClientServices.EmployeeSelfService] |
| TimeRack | TimeRack checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.ClientServices.TimeRack] |
| TimeRack - Exclude Salary Employees | Exclude salary employees checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.ClientServices.TimeRackExcludeSalaryEmployees] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Claim 1st Q 2020 Employee Retention Credit | First Quarter checkbox on the COVID-19 Acts tab of Setup > Clients | Yes/No | [Client.Covid19ActsInformation.ClaimFirstQuarter2020EmployeeRetentionCredit] |
| Claim 2nd Q 2020 Employee Retention Credit | Second Quarter checkbox on the COVID-19 Acts tab of Setup > Clients | Yes/No | [Client.Covid19ActsInformation.ClaimSecondQuarter2020EmployeeRetentionCredit] |
| Claim 3rd Q 2020 Employee Retention Credit | Third Quarter checkbox on the COVID-19 Acts tab of Setup > Clients | Yes/No | [Client.Covid19ActsInformation.ClaimThirdQuarter2020EmployeeRetentionCredit] |
| Claim 4th Q 2020 Employee Retention Credit | Fourth Quarter checkbox on the COVID-19 Acts tab of Setup > Clients | Yes/No | [Client.Covid19ActsInformation.ClaimFourthQuarter2020EmployeeRetentionCredit] |
| Defer Payment of ERFICA-SS to the End of 2021 and 2022 | Defer payment of ERFICA-SS to the end of 2021 and 2022 checkbox on the COVID-19 Acts tab of Setup > Clients | Yes/No | [Client.Covid19ActsInformation.DeferPaymentofERFICASStotheEndof2021and2022] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Method | Default Check Output selection from the Payroll Information tab of Setup > Clients | Text | [Client.DefaultCheckOutput.Method] |
| Payroll Checks | Payroll checks checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.DefaultCheckOutput.PayrollChecks] |
| Payroll Checks - Exclude Net Checks | Exclude net checks checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.DefaultCheckOutput.PayrollChecksExcludeNetChecks] |
| Payroll Checks - Send to FileCabinet CS | Send to FileCabinet CS checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.DefaultCheckOutput.PayrollChecksSendtoFileCabinetCS] |
| Vendor Checks | Vendor checks checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.DefaultCheckOutput.VendorChecks] |
| Vendor Checks - Exclude Funded Checks | Exclude funded checks checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.DefaultCheckOutput.VendorChecksExcludeFundedChecks] |
| Vendor Checks - Send to FileCabinet CS | Send to FileCabinet CS checkbox on the Payroll Information tab of Setup > Clients | Yes/no | [Client.DefaultCheckOutput.VendorChecksSendtoFileCabinetCS] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Method | Default time entry method selection from the Payroll Information tab of Setup > Clients | Text | [Client.DefaultTimeEntryMethod.Method] |
| Source | Source selection from the Payroll Information tab of Setup > Clients | Text | [Client.DefaultTimeEntryMethod.Source] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Email Address | Email address for the client from the Main tab of Setup > Clients | Text | [Client.Email] |
| Website | Website for the client from the Main tab of Setup > Clients | Text | [Client.Website] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Entity Type | Client entity type from the Accounting Information tab of Setup > Clients | Number | [Client.EntityType.Entity] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| 943 Deposit Schedule | 943 deposit schedule selection from the Payroll Taxes tab of Setup > Clients | Text | [Client.FederalTaxInformation.943DepositSchedule] |
| Deposit Schedule | Deposit schedule selection from the Payroll Taxes tab of Setup > Clients | Text | [Client.FederalTaxInformation.DepositSchedule] |
| Employer Type | Employer type selection from the Payroll Taxes tab of Setup > Clients | Text | [Client.FederalTaxInformation.EmployerType] |
| Seasonal Employer | Seasonal employer checkbox on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.FederalTaxInformation.SeasonalEmployer] |
| Whole Dollar Rounding | Use whole-dollar rounding checkbox on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.FederalTaxInformation.WholeDollarRounding] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Effective Date | Impound effective date from the Impound tab of Setup > Clients | Date | [Client.Impound.EffectiveDate] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Deposit Schedule | Local tax deposit schedule from the Local dialog on the Payroll Taxes tab of Setup > Clients | Text | [Client.LocalTaxInformation.DepositSchedule] |
| Description | Local tax description from the Local dialog on the Payroll Taxes tab of Setup > Clients | Text | [Client.LocalTaxInformation.Description] |
| Nexus | Nexus checkbox on the Local dialog from the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.LocalTaxInformation.Nexus] |
| Short Description | Short description of the local tax from the Local dialog on the Payroll Taxes tab of Setup > Clients | Text | [Client.LocalTaxInformation.ShortDescription] |
| State (abbreviation) | State abbreviation of the local tax from the Payroll Taxes tab of Setup > Clients | Text | [Client.LocalTaxInformation.State] |
| State (full name) | State name of the local tax from the Payroll Taxes tab of Setup > Clients | Text | [Client.LocalTaxInformation.StateName] |
| Withholding ID | Local withholding ID from the Local dialog on the Payroll Taxes tab of Setup > Clients | Number | [Client.LocalTaxInformation.WithholdingID] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Description | Description of the location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Description] |
| Primary Description | Description of the primary location from the Main tab of Setup > Clients | Text | [Client.Locations.PrimaryDescription] |
| Primary Location | Primary location checkbox on the Locations dialog from the Main tab of Setup > Clients | Yes/no | [Client.Locations.PrimaryLocation] |
| Primary Reporting Unit | Reporting unit for the primary location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.PrimaryReportingUnit] |
| Reporting Unit | Reporting unit from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.ReportingUnit] |
| Business Address Line 1 | First line of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.AddressLine1] |
| Business Address Line 1 and Line 2 | First and second lines of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.AddressLine1andAddressLine2] |
| Business Address Line 2 | Second line of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.AddressLine2] |
| Business Address City | City of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.City] |
| Business Address City, State and Zip | City, state and zip code of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.CityStateandZip] |
| Complete Business Address | Complete business address for the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.CompleteAddress] |
| Complete Business Address (single line) | Complete business address for the client location on a single line from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.CompleteAddressSingleLine] |
| Business Address Country | Country of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.Country] |
| Business Address County | County of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.County] |
| Business Address Municipality Code | Municipality code of the location business address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Business.MunicipalityCode] |
| Business Address Municipality Description | Municipality description of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.MunicipalityDescription] |
| Business Address School District Code | School district code of the location business address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Business.SchoolDistrictCode] |
| Business Address School District Description | School district description of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.SchoolDistrictDescription] |
| Business Address State (abbreviation) | State abbreviation of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.State] |
| Business Address State (full name) | State name of the location business address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Business.StateName] |
| Business Address Zip Code | Zip code of the location business address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Business.Zip] |
| Home Address Line 1 | First line of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.AddressLine1] |
| Home Address Line 1 and Line 2 | First and second lines of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.AddressLine1andAddressLine2] |
| Home Address Line 2 | Second line of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.AddressLine2] |
| Home Address City | City of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.City] |
| Home Address City, State and Zip | City, state and zip code of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.CityStateandZip] |
| Complete Home Address | Complete home address for the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.CompleteAddress] |
| Complete Home Address (single line) | Complete home address for the client location on a single line from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.CompleteAddressSingleLine] |
| Home Address Country | Country of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.Country] |
| Home Address County | County of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.County] |
| Home Address Municipality Code | Municipality code of the location home address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Home.MunicipalityCode] |
| Home Address Municipality Description | Municipality description of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.MunicipalityDescription] |
| Home Address School District Code | School district code of the location home address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Home.SchoolDistrictCode] |
| Home Address School District Description | School district description of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.SchoolDistrictDescription] |
| Home Address State (abbreviation) | State abbreviation of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.State] |
| Home Address State (full name) | State name of the location home address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Home.StateName] |
| Home Address Zip Code | Zip code of the location home address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Home.Zip] |
| Mailing Address Line 1 | First line of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.AddressLine1] |
| Mailing Address Line 1 and Line 2 | First and second lines of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.AddressLine1andAddressLine2] |
| Mailing Address Line 2 | Second line of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.AddressLine2] |
| Mailing Address City | City of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.City] |
| Mailing Address City, State and Zip | City, state and zip code of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.CityStateandZip] |
| Complete Mailing Address | Complete mailing address of the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.CompleteAddress] |
| Complete Mailing Address (single line) | Complete mailing address of the client location on a single line from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.CompleteAddressSingleLine] |
| Mailing Address Country | Country of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.Country] |
| Mailing Address County | County of the location mailing address from the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.County] |
| Mailing Address Municipality Code | Municipality code of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Mailing.MunicipalityCode] |
| Mailing Address Municipality Description | Municipality description of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.MunicipalityDescription] |
| Mailing Address School District Code | School district code of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Mailing.SchoolDistrictCode] |
| Mailing Address School District Description | School district description of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.SchoolDistrictDescription] |
| Mailing Address State (abbreviation) | State abbreviation of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.State] |
| Mailing Address State (full name) | State name of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Mailing.StateName] |
| Mailing Address Zip Code | Zip code of the location mailing address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Mailing.Zip] |
| Other Address Line 1 | First line of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.AddressLine1] |
| Other Address Line 1 and Line 2 | First and second lines of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.AddressLine1andAddressLine2] |
| Other Address Line 2 | Second line of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.AddressLine2] |
| Other Address City | City of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.City] |
| Other Address City, State and Zip | City, state and zip code of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.CityStateandZip] |
| Complete Other Address | Complete other address for the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.CompleteAddress] |
| Complete Other Address (single line) | Complete other address for the client location on a single line from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.CompleteAddressSingleLine] |
| Other Address Country | Country of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.Country] |
| Other Address County | County of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.County] |
| Other Address Municipality Code | Municipality code of the location other address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Other.MunicipalityCode] |
| Other Address Municipality Description | Municipality description of the location other address from the Main tab of Setup > Clients | Text | [Client.Locations.Other.MunicipalityDescription] |
| Other Address School District Code | School district code of the location other address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Other.SchoolDistrictCode] |
| Other Address School District Description | School district description of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.SchoolDistrictDescription] |
| Other Address State (abbreviation) | State abbreviation of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.State] |
| Other Address State (full name) | State name of the location other address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Other.StateName] |
| Other Address Zip Code | Zip code of the location other address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Other.Zip] |
| Taxing Address Line 1 | First line of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.AddressLine1] |
| Taxing Address Line 1 and Line 2 | First and second lines of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.AddressLine1andAddressLine2] |
| Taxing Address Line 2 | Second line of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.AddressLine2] |
| Taxing Address City | City of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.City] |
| Taxing Address City, State and Zip | City, state and zip code of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.CityStateandZip] |
| Complete Taxing Address | Complete taxing address of the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.CompleteAddress] |
| Complete Taxing Address (single line) | Complete taxing address for the client location on a single line from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.CompleteAddressSingleLine] |
| Taxing Address Country | Country of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.Country] |
| Taxing Address County | County of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.County] |
| Taxing Address Municipality Code | Municipality code of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Taxing.MunicipalityCode] |
| Taxing Address Municipality Description | Municipality description of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.MunicipalityDescription] |
| Taxing Address School District Code | School district code of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Taxing.SchoolDistrictCode] |
| Taxing Address School District Description | School district description of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.SchoolDistrictDescription] |
| Taxing Address State (abbreviation) | State abbreviation of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.State] |
| Taxing Address State (full name) | State name of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Taxing.StateName] |
| Taxing Address Zip Code | Zip code of the location taxing address from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Taxing.Zip] |
| Email address for the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Email] | |
| Website | Website for the client location from the Locations dialog on the Main tab of Setup > Clients | Text | [Client.Locations.Website] |
| Business Extension | Location business extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Business.Extension] |
| Business Number | Location business number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Business.Number] |
| Business Number and Extension | Location business number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Business.NumberandExtension] |
| Car Extension | Location car extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Car.Extension] |
| Car Number | Location car number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Car.Number] |
| Car Number and Extension | Location car number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Car.NumberandExtension] |
| Fax Extension | Location fax extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Fax.Extension] |
| Fax Number | Location fax number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Fax.Number] |
| Fax Number and Extension | Location fax number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Fax.NumberandExtension] |
| Home Extension | Location home extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Home.Extension] |
| Home Number | Location home number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Home.Number] |
| Home Number and Extension | Location home number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Home.NumberandExtension] |
| Mobile Extension | Location mobile extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Mobile.Extension] |
| Mobile Number | Location mobile number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Mobile.Number] |
| Mobile Number and Extension | Location mobile number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Mobile.NumberandExtension] |
| Other Extension | Location other extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Other.Extension] |
| Other Number | Location other number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Other.Number] |
| Other Number and Extension | Location other number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Other.NumberandExtension] |
| Pager Extension | Location pager extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Pager.Extension] |
| Pager Number | Location pager number from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Pager.Number] |
| Pager Number and Extension | Location pager number and extension from the Locations dialog on the Main tab of Setup > Clients | Number | [Client.Locations.Pager.NumberandExtension] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Description | Description of the client payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.Description] |
| Pay Frequency | Pay frequency selection for the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.PayFrequency] |
| Time Entry Method | Default time entry method selection (manual or import) from the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.TimeEntryMethod] |
| Time Entry Source | Default time entry source selection from the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.TimeEntrySource] |
| Check Date | Check date of the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Date | [Client.PayrollSchedules.Details.CheckDate] |
| Checks Out Date | Checks out date of the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Date | [Client.PayrollSchedules.Details.ChecksOutDate] |
| Pay Frequency | Pay frequency of the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.Details.PayFrequency] |
| Period Begin Date | Period begin date of the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Date | [Client.PayrollSchedules.Details.PeriodBeginDate] |
| Period End Date | Period end date of the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Date | [Client.PayrollSchedules.Details.PeriodEndDate] |
| Status | Status of the payroll schedule from the grid on the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.Details.Status] |
| Time Entry Method | Time entry method selection for the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.Details.TimeEntryMethod] |
| Time Entry Source | Time entry source selection for the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Text | [Client.PayrollSchedules.Details.TimeEntrySource] |
| Time In Date | Time in date for the payroll schedule from the Payroll Schedules dialog on the Payroll Information tab of Setup > Clients | Date | [Client.PayrollSchedules.Details.TimeinDate] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Payroll Tax Forms Filed By | Selection made in the Payroll tax forms filed by field on the Payroll Information tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.PayrollTaxFormsFiledBy] |
| Federal 1095-C Description | Description from the Description column in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095C.Description] |
| Federal 1095-C Do not file | Do not file checkbox in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.Federal1095C.DoNotFile] |
| Federal 1095-C Filing Frequency | Filing frequency selection in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095C.FilingFrequency] |
| Federal 1095-C Filing Instructions | Filing Instructions checkbox in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.Federal1095C.FilingInstructions] |
| Federal 1095-C Filing Method | Filing method selection in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095C.FilingMethod] |
| Federal 1095-C Type | Form type in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095C.Type] |
| Federal 1095-C Additional Information Contact ID | The Contact ID from the Additional Information button in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095c.AdditionalInformation.ContactID] |
| Federal 1095-C Additional Information Contact Name | The Contact Name from the Additional Information button in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095c.AdditionalInformation.ContactName] |
| Federal 1095-C Additional Information Contact Type | The Contact Type from the Additional Information button in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095c.AdditionalInformation.ContactType] |
| Federal 1095-C Additional Information Taxpayer ID | The Taxpayer ID from the Additional Information button in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095c.AdditionalInformation.TaxpayerID] |
| Federal 1095-C Additional Information Taxpayer Name | The Taxpayer Name from the Additional Information button in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095c.AdditionalInformation.TaxpayerName] |
| Federal 1095-C Additional Information Taxpayer Type | The Taxpayer Type from the Additional Information button in the Federal 1095-C section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1095c.AdditionalInformation.TaxpayerType] |
| Federal 1099 Description | Description from the Description column in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.Description] |
| Federal 1099 Do Not File | Do not file checkbox in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.Federal1099.DoNotFile] |
| Federal 1099 Filing Frequency | Filing frequency selection in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.FilingFrequency] |
| Federal 1099 Filing Instructions | Filing Instructions checkbox in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.Federal1099.FilingInstructions] |
| Federal 1099 Filing Method | Filing method selection in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.FilingMethod] |
| Federal 1099 Type | Form type in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.Type] |
| Federal 1099 Additional Information Contact ID | The Contact ID from the Additional Information button in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.AdditionalInformation.ContactID] |
| Federal 1099 Additional Information Contact Name | The Contact Name from the Additional Information button in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.AdditionalInformation.ContactName] |
| Federal 1099 Additional Information Contact Type | The Contact Type from the Additional Information button in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.AdditionalInformation.ContactType] |
| Federal 1099 Additional Information Signature ID | The Signature ID from the Additional Information button in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.AdditionalInformation.SignatureID] |
| Federal 1099 Additional Information Signature Name | The Signature Name from the Additional Information button in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.AdditionalInformation.SignatureName] |
| Federal 1099 Additional Information Signature Type | The Signature Type from the Additional Information button in the Federal 1099 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal1099.AdditionalInformation.SignatureType] |
| Federal 94X Description | Description from the Description column in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.Description] |
| Federal 94X Do not file | Do not file checkbox in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.Federal94X.DoNotFile] |
| Federal 94X Filing Frequency | Filing frequency selection in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.FilingFrequency] |
| Federal 94X Filing Instructions | Filing Instructions checkbox in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.Federal94X.FilingInstructions] |
| Federal 94X Filing Method | Filing method selection in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.FilingMethod] |
| Federal 94X Type | Form type in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.Type] |
| Federal 94X Additional Information Preparer ID | The Preparer ID from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.PreparerID] |
| Federal 94X Additional Information Preparer Name | The Preparer Name from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.PreparerName] |
| Federal 94X Additional Information Preparer Type | The Preparer Type from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.PreparerType] |
| Federal 94X Additional Information Taxpayer ID | The Taxpayer ID from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.TaxpayerID] |
| Federal 94X Additional Information Taxpayer Name | The Taxpayer Name from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.TaxpayerName] |
| Federal 94X Additional Information Taxpayer Type | The Taxpayer Type from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.TaxpayerType] |
| Federal 94X Additional Information Third Party Designee ID | The Third Party Designee ID from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.ThirdPartyDesigneeID] |
| Federal 94X Additional Information Third Party Designee Name | The Third Party Designee Name from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.ThirdPartyDesigneeName] |
| Federal 94X Additional Information Third Party Designee Type | The Third Party Designee Type from the Additional Information button in the Federal 94X section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.Federal94X.AdditionalInformation.ThirdPartyDesigneeType] |
| Federal W-2 Description | Description from the Description column in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.Description] |
| Federal W-2 Do Not File | Do not file checkbox in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.FederalW2.DoNotFile] |
| Federal W-2 Filing Frequency | Filing frequency selection in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.FilingFrequency] |
| Federal W-2 Filing Instructions | Filing Instructions checkbox in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.FederalW2.FilingInstructions] |
| Federal W-2 Filing Method | Filing method selection in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.FilingMethod] |
| Federal W-2 Type | Form type in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.Type] |
| Federal W-2 Additional Information Contact ID | The Contact ID from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.ContactID] |
| Federal W-2 Additional Information Contact Name | The Contact Name from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.ContactName] |
| Federal W-2 Additional Information Contact Type | The Contact Type from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.ContactType] |
| Federal W-2 Additional Information Kind of Employer | The Kind of Employer from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.KindofEmployer] |
| Federal W-2 Additional Information Other EIN | The Other EIN from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.OtherEIN] |
| Federal W-2 Additional Information Signature ID | The Signature ID from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.SignatureID] |
| Federal W-2 Additional Information Signature Name | The Signature Name from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.SignatureName] |
| Federal W-2 Additional Information Signature Type | The Signature Type from the Additional Information button in the Federal W-2 section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.FederalW2.AdditionalInformation.SignatureType] |
| State and Local Description | Description from the Description column in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.StateandLocal.Description] |
| State and Local Do Not File | Do not file checkbox in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.StateandLocal.DoNotFile] |
| State and Local Filing Frequency | Filing frequency selection in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.StateandLocal.FilingFrequency] |
| State and Local Filing Instructions | Filing Instructions checkbox in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Yes/No | [Client.PayrollTaxForms.StateandLocal.FilingInstructions] |
| State and Local Filing Method | Filing method selection in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.StateandLocal.FilingMethod] |
| State and Local State (abbreviation) | State abbreviation in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.StateandLocal.State] |
| State and Local State Name (full name) | State Name in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.StateandLocal.StateName] |
| State and Local Type | Form type in the State section of the Forms grid on the Payroll Taxes tab of the Setup > Clients screen. | Text | [Client.PayrollTaxForms.StateandLocal.Type] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| 24 Hour | 24 Hour Payroll checkbox on the Payroll Tracking portlet on the Firm Dashboard | Yes/no | [Client.PayrollTracking.24Hour] |
| 24 Hour Count | Calculated number of 24 Hour Payroll checkboxes marked on the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.24HourCount] |
| Assigned Processor ID | ID of the assigned processor for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.AssignedProcessorID] |
| Assigned Processor Name | Name of the assigned processor for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.AssignedProcessorName] |
| Changed by Client Count | Number of payrolls changed by the client from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.ChangedbyClientCount] |
| Changed by Processor Count | Number of payrolls changed by the processor from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.ChangedbyProcessorCount] |
| Changes Initiated by | Changes initiated by selection from the Pay Period Details dialog on the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.ChangesInitiatedby] |
| Check Date | Check date for the client's next payroll from the Payroll Tracking portlet on the Firm Dashboard | Date | [Client.PayrollTracking.CheckDate] |
| Checks Out Date | Checks out date for the next payroll from the Payroll Tracking portlet on the Firm Dashboard | Date | [Client.PayrollTracking.ChecksOutDate] |
| Client ID | Client ID for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.ClientID] |
| Client Name | Client name for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.ClientName] |
| Completed Date | Date the payroll was completed from the Payroll Tracking portlet on the Firm Dashboard | Date | [Client.PayrollTracking.CompletedDate] |
| Completed Payroll Count | Number of completed payrolls from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.CompletedPayrollCount] |
| DNP (Do Not Pay) | DNP (do not pay) checkbox on the Payroll Tracking portlet on the Firm Dashboard | Yes/no | [Client.PayrollTracking.DNP] |
| DNP Count | Number of client with payrolls marked as DNP (do not pay) from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.DNPCount] |
| DNP Reason | DNP (do not pay) reason selected for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.DNPReason] |
| Invoice Amount | Invoice amount for the payroll calculated by the application from the background tables and from File > Print Billing Invoices | Amount | [Client.PayrollTracking.InvoiceAmount] |
| Note | Note for the client payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.Note] |
| Output Method | Check output method for the payroll from the Payroll Tracking portlet on the Firm Dashboard (selection made on the Payroll Information tab of Setup > Clients) | Text | [Client.PayrollTracking.OutputMethod] |
| Paper Payroll Check Count | Number of paper payroll checks printed for the payroll calculated from the background tables and the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.PaperPayrollCheckCount] |
| Pay Frequency | Pay frequency for the schedule from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.PayFrequency] |
| Payroll Check Count | Number of payroll checks for the schedule from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.PayrollCheckCount] |
| Payroll Journal Entry | Payroll Journal Entry column for the client from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.PayrollJournalEntry] |
| Payroll Schedule Description | Description of the client payroll schedule from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.PayrollScheduleDescription] |
| Remote Payroll Check Count | Number of checks sent to be remotely printed from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.RemotePayrollCheckCount] |
| Status | Status of the client payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.Status] |
| Time Entry Method | Time entry method for the client payroll from the Payroll Tracking portlet on the Firm Dashboard | Text | [Client.PayrollTracking.TimeEntryMethod] |
| Time In Date | Date that the time is due in for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Date | [Client.PayrollTracking.TimeinDate] |
| Vendor Check Count | Number of vendor checks printed for the payroll from the Payroll Tracking portlet on the Firm Dashboard | Number | [Client.PayrollTracking.VendorCheckCount] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Business Extension | Client business extension from the Main tab of Setup > Clients | Number | [Client.Business.Extension] |
| Business Number | Client business number from the Main tab of Setup > Clients | Number | [Client.Business.Number] |
| Business Number and Extension | Client business number and extension from the Main tab of Setup > Clients | Number | [Client.Business.NumberandExtension] |
| Car Extension | Client car extension from the Main tab of Setup > Clients | Number | [Client.Car.Extension] |
| Car Number | Client car number from the Main tab of Setup > Clients | Number | [Client.Car.Number] |
| Car Number and Extension | Client car number and extension from the Main tab of Setup > Clients | Number | [Client.Car.NumberandExtension] |
| Fax Extension | Client fax extension from the Main tab of Setup > Clients | Number | [Client.Fax.Extension] |
| Fax Number | Client fax number from the Main tab of Setup > Clients | Number | [Client.Fax.Number] |
| Fax Number and Extension | Client fax number and extension from the Main tab of Setup > Clients | Number | [Client.Fax.NumberandExtension] |
| Home Extension | Client home extension from the Main tab of Setup > Clients | Number | [Client.Home.Extension] |
| Home Number | Client home number from the Main tab of Setup > Clients | Number | [Client.Home.Number] |
| Home Number and Extension | Client home number and extension from the Main tab of Setup > Clients | Number | [Client.Home.NumberandExtension] |
| Mobile Extension | Client mobile extension from the Main tab of Setup > Clients | Number | [Client.Mobile.Extension] |
| Mobile Number | Client mobile number from the Main tab of Setup > Clients | Number | [Client.Mobile.Number] |
| Mobile Number and Extension | Client mobile number and extension from the Main tab of Setup > Clients | Number | [Client.Mobile.NumberandExtension] |
| Other Extension | Client other extension from the Main tab of Setup > Clients | Number | [Client.Other.Extension] |
| Other Number | Client other number from the Main tab of Setup > Clients | Number | [Client.Other.Number] |
| Other Number and Extension | Client other number and extension from the Main tab of Setup > Clients | Number | [Client.Other.NumberandExtension] |
| Pager Extension | Client pager extension from the Main tab of Setup > Clients | Number | [Client.Pager.Extension] |
| Pager Number | Client pager number from the Main tab of Setup > Clients | Number | [Client.Pager.Number] |
| Pager Number and Extension | Client pager number and extension from the Main tab of Setup > Clients | Number | [Client.Pager.NumberandExtension] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Accounting | Accounting checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.Accounting] |
| Accounts Payable | Accounts Payable checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.Accounts Payable] |
| Accounts Receivable | Accounts Receivable checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.AccountsReceivable] |
| Payroll | Payroll checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.Payroll] |
| Payroll (After-the-Fact) | Payroll (After the Fact) checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.PayrollAftertheFact] |
| Workpapers | Workpapers checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.Workpapers] |
| Client Access Accounts Payable | Accounts Payable checkbox in the Client Access section in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.AccountsPayable] |
| Client Access Accounts Receivable | Accounts Receivable checkbox in the Client Access section in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.AccountsReceivable] |
| Client Access Check Writing | Check Writing checkbox in the Client Access section in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.CheckWriting] |
| Client Access | Enable Client Access checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.ClientAccess] |
| Client Access Payroll | Payroll checkbox in the Client Access section in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.Payroll] |
| Client Access Payroll - Limit to Setup | Setup checkbox in the Client Access section in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.PayrollLimittoSetup] |
| Client Access Payroll - Limit to Time Entry | Time Entry checkbox in the Client Access section in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.ClientAccess.PayrollLimittoTimeEntry] |
| Consolidation Master Client | Master client checkbox in the Add/Remove Services dialog on the Main tab of Setup > Clients | Yes/no | [Client.Services.Consolidation.MasterClient] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Backup Processor ID | Backup processor ID from the Main tab of Setup > Clients | Text | [Client.StaffAssignments.BackupProcessorID] |
| Backup Processor Name | Name of the backup processor from the Main tab of Setup > Clients | Text | [Client.StaffAssignments.BackupProcessorName] |
| Primary Processor ID | Primary processor ID from the Main tab of Setup > Clients | Text | [Client.StaffAssignments.PrimaryProcessorID] |
| Primary Processor Name | Primary processor name from the Main tab of Setup > Clients | Text | [Client.StaffAssignments.PrimaryProcessorName] |
| Reviewer ID | Reviewer ID from the Main tab of Setup > Clients | Text | [Client.StaffAssignments.ReviewerID] |
| Reviewer Name | Reviewer name from the Main tab of Setup > Clients | Text | [Client.StaffAssignments.ReviewerName] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| State (abbreviation) | State abbreviation of the taxing state for the client from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.State] |
| State Name (full name) | State name of the taxing state for the client from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.StateName] |
| Washington Business Number | Exclusive to the state of Washington, the Washington Business Number for the client from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.WashingtonBusinessNumber] |
| Washington Workers' Compensation ID | Exclusive to the state of Washington, the Washington Workers' Compensation ID for the client from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.WashingtonCompensationID] |
| Unemployment Current Base Rate | Current UI base rate field from the Payroll Taxes tab on Setup > Clients | Number | [Client.StateTaxInformation.Unemployment.CurrentBaseRate] |
| Unemployment Current Effective Date | Current Unemployment rate effective date from the Payroll Taxes tab of Setup > Clients | Date | [Client.StateTaxInformation.Unemployment.CurrentEffectiveDate] |
| Unemployment Current Total Rate | Current Total UI rate field from the Payroll Taxes tab on Setup > Clients | Number | [Client.StateTaxInformation.Unemployment.CurrentTotalRate] |
| Unemployment ID | Unemployment State ID from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.Unemployment.ID] |
| Unemployment Latest Base Rate | Latest Base rate from the Payroll Taxes tab of Setup > Clients | Number | [Client.StateTaxInformation.Unemployment.TotalRate] |
| Unemployment Latest Effective Date | Latest Unemployment rate effective date from the Payroll Taxes tab of Setup > Clients | Date | [Client.StateTaxInformation.Unemployment.LatestEffectiveDate] |
| Unemployment Latest Total Rate | Latest Total UI rate field from the Payroll Taxes tab on Setup > Clients | Number | [Client.StateTaxInformation.Unemployment.LatestTotalRate] |
| Withholding Current Deposit Schedule | State deposit schedule from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.Withholding.CurrentDepositSchedule] |
| Withholding Current Effective Date | Current Withholding rate effective date from the Payroll Taxes tab of Setup > Clients | Date | [Client.StateTaxInformation.Withholding.CurrentEffectiveDate] |
| Withholding ID | State withholding ID from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.Withholding.ID] |
| Withholding Latest Deposit Schedule | State withholding Latest Deposit Schedule from the Payroll Taxes tab of Setup > Clients | Text | [Client.StateTaxInformation.Withholding.LatestDepositSchedule] |
| Withholding Latest Effective Date | State Withholding Latest Effective Date from the Payroll Taxes tab of Setup > Clients | Date | [Client.StateTaxInformation.Withholding.LatestEffecitiveDate] |
| Withholding Nexus in State | Client has nexus in this state checkbox on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.StateTaxInformation.Withholding.NexusinState] |
| Withholding Whole Dollar Rounding | Use whole-dollar rounding checkbox on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.StateTaxInformation.Withholding.WholeDollarRounding] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Do Not Combine State Unemployment | Do not combine state unemployment checkbox on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.Taxes.DoNotCombineStateUnemployment] |
| Do Not Create Tax Liabilities | Do not create tax liabilities checkbox on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.Taxes.DoNotCreateTaxLiabilities] |
| Federal Agent | Federal tax agent from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.Agent] |
| Federal Box 14 | Text entered in the Box 14 column of the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.Box14] |
| Federal Description | Description of the federal tax from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.Description] |
| Federal GL Expense Account Number | Federal tax GL expense account number from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.GLExpenseAccount] |
| Federal GL Expense Account Description | Federal tax GL expense account description from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.GLExpenseAccountDescription] |
| Federal GL Liability Account Number | Federal tax GL liability account number from the taxes grid on the Payroll Taxes tab of Setup > Client | Text | [Client.Taxes.Federal.GLLiabilityAccount] |
| Federal GL Liability Account Description | Federal tax GL liability account description from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.GLLiabilityAccountDescription] |
| Federal Type | Type of federal tax (employee or employer) from the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.Federal.Type] |
| Federal Wage Exempt | Wage Exempt checkbox in the taxes grid on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.Taxes.Federal.WageExempt] |
| State/Local Agent | State/local tax agent from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.Agent] |
| State/Local Box 14 | Text entered in the Box 14 column of the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.Box14] |
| State/Local Description | Description of the state/local tax from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.Description] |
| State/Local GL Expense Account Number | State/local GL expense account number from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.GLExpenseAccount] |
| State/Local GL Expense Account Description | State/local GL expense account description from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.GLExpenseAccountDescription] |
| State/Local GL Liability Account Number | State/local GL liability account number from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.GLLiabilityAccount] |
| State/Local GL Liability Account Description | State/local GL liability account description from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.GLLiabilityAccountDescription] |
| State (abbreviation) | Abbreviation of the withholding state from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.State] |
| State (full name) | Withholding state name from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.StateName] |
| State/Local Type | Type of state/local tax (employer or employee) from the taxes grid on the Payroll Taxes tab of Setup > Clients | Text | [Client.Taxes.StateandLocal.Type] |
| State/Local Wage Exempt | Wage Exempt checkbox for the state/local taxes from the taxes grid on the Payroll Taxes tab of Setup > Clients | Yes/no | [Client.Taxes.StateandLocal.WageExempt] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| GL Account Number | Undistributed GL account number from the Accounting Information tab of Setup > Clients | Text | [Client.UndistributedAccount.GLAccount] |
| GL Account Description | Undistributed GL account description from the Accounting Information tab of Setup > Clients | Text | [Client.UndistributedAccount.GLAccountDescription] |
| Variable name | Data content/source | Format | Variable syntax |
|---|---|---|---|
| Agent ID | WC agent ID from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.AgentID] |
| Agent Name | WC agent name from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.AgentName] |
| WC Code | WC code from the Workers' Compensation tab of Setup > Clients | Number | [Client.WorkersCompensation.Code] |
| WC Code Description | WC code description from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.CodeDescription] |
| Effective Date | Effective date for the WC code from the Workers' Compensation tab of Setup > Clients | Date | [Client.WorkersCompensation.EffectiveDate] |
| Experience Rate | Experience rate for the WC code from the Workers' Compensation tab of Setup > Clients | Number | [Client.WorkersCompensation.ExperienceRate] |
| GL Expense Account Number | GL expense account number for the WC code from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.GLExpenseAccount] |
| GL Expense Account Description | GL expense account description for the WC code from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.GLExpenseAccountDescription] |
| GL Liability Account Number | GL liability account description for the WC code from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.GLLiabilityAccount] |
| GL Liability Account Description | GL liability account description for the WC code from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.GLLiabilityAccountDescription] |
| Inactive | Inactive checkbox on the Workers' Compensation tab of Setup > Clients | Yes/no | [Client.WorkersCompensation.Inactive] |
| Rate | WC rate for the WC code from the Workers' Compensation tab of Setup > Clients | Number | [Client.WorkersCompensation.Rate] |
| State (abbreviation) | State abbreviation for the WC code from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.State] |
| State (full name) | State name for the WC code from the Workers' Compensation tab of Setup > Clients | Text | [Client.WorkersCompensation.StateName] |
| Total WC Rate | Total WC rate from the Workers' Compensation tab of Setup > Clients | Number | [Client.WorkersCompensation.TotalRate] |
See also: Report Designer: Procedures
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