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Product support for the ended on September 30, 2020.
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- Client Bookkeeping Solution
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The Local Withholding Worksheet Report is based on check records in the data range you specify, and details wages and withholdings for each selected locality on an employee-by-employee basis. This worksheet may include SSN, employee name, address, inactive date (optional), and units (optional). You can sort by employee ID, last name, or Social Security number. This worksheet may be prepared for one or all localities in one or all states listed in the Payroll tab of the File > Client Properties dialog.
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 Local Withholding Tax Report to move this report to the Selected pane. With Local Withholding Tax report still highlighted, click the Options button to open the print options dialog for this report.
See also: Payroll CS reports; Payroll Compliance module reports
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
Choose one of the following options from the drop-down list:
- Employee ID
- Last Name
- Social Security Number
Choose one of the following options from the drop-down list:
- Current month (default selection)
This option refers to the calendar month of the check creation, not of the check date.
- Previous quarter
This option includes all checks entered during the previous quarter, regardless of the check date.
Note: The program uses the current payroll period to determine the previous quarter.
- Current quarter
This option includes all checks entered during the current quarter, regardless of the check date.
Note: The program uses the current payroll period to determine the current quarter.
- Current year
This option refers to the calendar year of the check creation, not of the check date.
- Latest check date
Includes check records only with the latest check date and filters out any other check records.
- Selected ranges
If you choose this option, you may also fill in one or more of the following starting and/or ending dates to limit the range(s) of printed, handwritten, or voided check records to include in the report:
- Check date: Start/End
- Period end date: Start/End
- Check number: Start/End
- 1st - 4th quarter
These options include all checks entered during the specified quarter, regardless of the check date. You must also specify the year of the selected quarter - Current year or Previous year.
- Current detail period/Previous detail period/Specific detail period (Only available if detailed payroll periods are active for this client)
These options include check records created during the current, previous, or a specified detail payroll period.
For information on selecting an appropriate range option for your report, see Range options for reports overview.
To exclude inactive employees from this report, mark this checkbox.
To include checks from third-party sick pay check entry, mark this checkbox.
Note: This checkbox is visible only if the Third-party sick pay checkbox on the Payroll tab of the File > Client Properties dialog is currently marked for this client.
Select the option for the type of information you wish to include in this report.
- All states
The report will include all states currently selected in the Payroll tab of the File > Client Properties dialog.
- Selected state
Choose a state from the drop-down list, which will include all states currently selected in the Payroll tab of the File > Client Properties dialog.
Local Withholding Worksheet Report
Select the option for the type of information you wish to include in this report.
- All localities
If you selected All states, marking the All localities checkbox will include all localities in all states currently selected in the Payroll tab of the File > Client Properties dialog. If you selected a particular state, marking the All localities checkbox will include all localities in the the selected state.
- Selected locality
Select a locality from the drop-down list. If you selected All states, this list will include localities in all states currently selected in the Payroll tab of the File > Client Properties dialog. If you have selected a particular state, this list will include all localities in the selected state. The locality name selected in this list will also appear in the header of the report.
Note: The Locality selection group box will be unavailable if no localities are set up for the states currently listed in Client Properties.
To include employer expense amounts, mark this checkbox.
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