03 Detail Withholdings Grouped by Employee

This report can be run from within the chained report, 01 Withholdings Grouped by Employee - Chained Report, or independently to show Withholding Tax and Taxable Amount information grouped by Withholding Category, Check # and Employee. This topic assumes you are running the report independently. If you would rather run the chained report, please click on the link above.

Executable Formats

This report can be exported in the following formats:

  • Excel
  • PDF (Portable Document Format)
  • RTF (Rich Text Format)
  • CSV (Comma Separated Values)

Accessing the Report

To access the 03 Detail Withholdings Grouped by Employee report:

  1. From the Navigator, select Reporting.
  2. From the fly-out menu, select Reporting & Analytics.
  3. From Reporting & Analytics page, select System Reports in the Folder/Report navigator.
  4. In the System Reports folder, select the Payroll folder.
  5. In the Payroll folder, select the Withholdings Grouped by Employee - Chained Report folder.
  6. In the Withholdings Grouped by Employee - Chained Report folder, single-click on 03 Detail Withholdings Grouped by Employee and click on the Export Report icon to select the format. Alternatively, you can right-click on 03 Detail Withholdings Grouped by Employee and select Export As > and then the format.

Filters

This report has three filters:

  • Corporation: Corporation associated with the payroll process. This defaults to the Default Corporation of the logged-in User's Default Branch. The Condition defaults to "Equal To" but may be changed.
  • Check Date: Date associated with the Check. The "From" date defaults to the first day of the previous work week. The "To" date defaults to the last day of the previous work week. The Condition defaults to "Is Between" but may be changed.
  • Employee ID: Allows you to filter the list of Employees that display on the report. For example, if you wanted only to see Employees with IDs greater than a certain number, enter that number in the Value field. The Condition defaults to "Greater Than" but may be changed.

The following conditions are available:

  • Equal To (Default for Corporation): Data must be equal to the Value. There is only 1 Value option.
  • Not Equal To: Data must not be equal to the Value. There is only 1 Value option.
  • Less Than: Data must be before the Value alphabetically or by date. There is only 1 Value option.
  • Less Than or Equal To: Data must be before or equal to the Value alphabetically or by date. There is only 1 Value option.
  • Greater Than (Default for Employee ID): Data must be later than the Value alphabetically or by date. There is only 1 Value option.
  • Greater Than or Equal To: Data must be later or equal to the Value alphabetically or by date. There is only 1 Value option.
  • Starts With (Not available for Check Date): Data must start with the Value. There is only 1 Value option.
  • Not Starts With (Not available for Check Date): Data must not start with the Value. There is only 1 Value option.
  • Ends With (Not available for Check Date): Data must end with the Value. There is only 1 Value option.
  • Does Not End With (Not available for Check Date): Data must not end with the Value. There is only 1 Value option.
  • Contains (Not available for Check Date): Data must contain the Value. There is only 1 Value option.
  • Does not Contain (Not available for Check Date): Data must not contain the Value. There is only 1 Value option.
  • Is Between (Default for Check Date): Data/Date must be between the two selected Values alphabetically, numerically or date-wise (inclusive). There are two Value options.
  • Is Not Between: Data/Date must not be between the two selected Values alphabetically, numerically or date-wise (inclusive). There are two Value options.
  • Is One Of: Data must match one of the selected Values. There are multiple Value options.
  • Is Not One of: Data must not match any of the selected Values. There are multiple Value options.

You have the following Value options:

For performance purposes the following two items should be noted when using the Values droplist. First, in order to enhance performance, once a value is selected, the droplist only displays those items alphabetically/numerically AFTER the selected item. To see all items again, delete the value (select it and press Delete on your keyboard) and then use the droplist. All items will display. Second, in order to enhance performance, the droplist only displays a set number of records. If the list of possible values is longer than the displayed list, select the name at the bottom of the list as the value. When you next click the droplist, the rest of the items display.

  • Single Value: To select a single value, you can use the drop-list.

  • Double Values: To select two values, click the drop-list on each value.

Report Actions

The report displays a list of Candidates in alphabetical order (by last name) based on the filtering criteria. For each Candidate, a list of checks/advices associated with the candidate displays. For each check, the following information displays:

  • Candidate Name
  • Check/Advice Number
  • Check/Advice Type
  • Bank Account
  • Check Date

Under each separate check/advice, the report lists all withholding categories on the check/advice. For each withholding category, the following information displays:

  • Withholding Tax Authority
  • Withholding Basis
  • Tax Amount
  • Taxable Amount

Finally, the report displays totals for withholdings per check and withholdings per employee.