CREATIVE SOLUTIONS ACCOUNTING
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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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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.
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
Current year vs. Previous year
Employee selection tab
Print all employees vs. Print selected employees
Employees available
Employees selected
Font tab
Page Layout tab
Related topics
- Payroll CS reports
- Payroll Compliance module reports
- See Setup > User Preferences > System tab for details on showing current vs. previous payroll tax setup information.
- Tax amounts for this report are calculated by multiplying the tax rate used in the specified quarter by the data stored in employee earnings records (rather than from individual paychecks) from the earliest month in the selected quarter - previous, current, first, second, third, or fourth quarter.
- To change or review FICA and FUTA rates and limits, choose Setup > System Configuration > Payroll Tax Information > Federal.
- To change or review SUTA rates and limits, choose File > Client Properties. In the Client Properties dialog, click the Payroll tab.
- For the employee taxes (federal withholding, state withholding, and local withholding), the Rate and Limit column of the Payroll Tax Summary report will always remain blank. The wage and tax amounts for these tax types are simply extracted from the employee records.
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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