State and Local Tax Report

The State and Local Tax Report allows you to print a list of the gross wages and taxes for each employee.

Filters

  1. Complete the following filters as needed.
    • Check Date: Additional date filters may appear depending on what option you choose.
  2. In the Tax Entities field, select the specific tax distributions on which to run the report.

 

Options

  1. Complete the following options as needed.
    • Change Appearance?: Check the box to change the font type and size. A drop-down option is also available to control the white space between columns as a percentage.
    • Report Options: Select any of the following to include in the report.
    • Sort By: Select how you want to sort the report.

Note: For Print Social Security Number, you can choose Yes, No, or Mask (****-**-1234).

 

Report

  1. Click Run Report to generate a preview. Refer to the Report Preview help page for more information.
  2. Click Clear Preferences to reset all report preferences to their default values if needed.
  3. Click Close Report to return to the dashboard.

 

Report Output

For each employee, the report displays the following columns:

  1. S.S. #: Social Security Number
  2. Name
  3. Gross Wages
  4. Taxes

 

Updated

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