Payroll Tax Summary Report

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Payroll Tax Summary Report includes client totals for the various payroll taxes, which are calculated based on information derived from the employee earnings records, for all or for selected employees. This report may optionally include the rate, limit, taxable wages, and tax for any or all of the following taxes: FICA, federal withholding, FUTA, state withholding, SUTA, SDI, SUI, and local withholding. You have the option to print either employee totals or employee detail, and you may choose to up to three of four column options (current, quarter to date, year to date, gross taxable wages).

For the FICA-SS and FICA-Med, the tax amounts shown in this report, include both the employee withholdings and the employer's expense.

/_images/acct_pr/csa/prnrpt.gif Open the File > Print dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, or (3) choosing Print Reports from the File menu. On the Reports tab in the Print dialog, double-click Payroll Tax Summary to move this report to the Selected pane. With Payroll Tax Summary still highlighted, click the Options button to open the print options dialog for this report.

Print options

Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you deselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).

General tab

Employee selection tab

Print all employees vs. Print selected employees

Employees available

Employees selected

Font tab

Font tab

Page Layout tab

Page Layout tab

Related topics

Note: The Payroll Tax Summary Report uses the taxability of global items that is current at the time the report is printed, not when the earnings were updated.

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