The Employee Tax Setup Listing Report is a useful report to overview your employee taxation settings.
To generate the Employee Tax Setup Listing Report, navigate to the 'Reports' Module and click "Company Reports". Locate the desired report and click on the green [Play] button to proceed.
This will open a new tab; here, you will see the filters for you to input the information desired for the system to build the report.
Filters:
- State: Leave empty to include all states.
- Home State: Leave empty to include all states.
- Active Employees: Choose from Active, Inactive, or All employees.
- Only Show System Defaults: Toggle on to view only system default options (employee-specific tax settings will not be included).
- Filter by Branch: Use this to filter by branch.
- Sort Employees By: Select to sort by Employee Name or Employee ID.
This report will provide an overview breakdown of all employee taxation setups, categorized by federal and state.
Once the report is generated, you may choose to 'Download' it as a PDF.
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