55 Review Tax Setup Reports

This chapter contains these topics:

55.1 Reviewing Tax Setup Reports

Reviewing tax setup reports allows you to verify that the setup information that you have entered is correct.

Reviewing the tax setup reports includes the following tasks:

This section contains the following:

  • Reviewing Tax Setup Reports

  • Reviewing the Tax Areas Report

  • Reviewing the Corporate Tax IDs Report

  • Reviewing the Insured Basis Tables Report

  • Reviewing the Workers Compensation and Liability Rates Report

  • Reviewing the Unemployment Insurance Rates Report

55.2 Reviewing the Tax Areas Report

Navigation

From Payroll Master (G07), enter 29

From Payroll Setup (G074), choose Taxes & Insurance

From Taxes & Insurance (G0744), choose Tax Areas

The Payroll Tax Areas report lists detailed tax area information that you entered on Tax Area Information. Use this report to verify the accuracy of your information and for reference.

Figure 55-1 Payroll Tax Areas report

Description of Figure 55-1 follows
Description of ''Figure 55-1 Payroll Tax Areas report''

Figure 55-2 Payroll Tax Areas report

Description of Figure 55-2 follows
Description of ''Figure 55-2 Payroll Tax Areas report''

55.2.1 Processing Options

See Section 65.1, "Tax Area Print (P069016P)."

55.2.2 Data Selection for Payroll Tax Areas Report

Specify a code or range of codes for work tax areas to limit the length of the report.

55.3 Reviewing the Corporate Tax IDs Report

Navigation

From Payroll Master (G07), enter 29

From Payroll Setup (G074), choose Taxes & Insurance

From Taxes & Insurance (G0744), choose Corporate Tax IDs Report

The Corporate Tax IDs report lists corporate tax IDs by company. Review the report to verify that the information you entered when you set up your corporate tax IDs is correct.

Figure 55-3 Corporate Tax IDs report

Description of Figure 55-3 follows
Description of ''Figure 55-3 Corporate Tax IDs report''

55.3.1 Data Selection for Corporate Tax IDs Report

Specify one company or a range of companies to limit the report.

55.3.2 Data Sequence for Corporate Tax IDs Report

Do not change the report sequence.

55.4 Reviewing the Insured Basis Tables Report

Navigation

From Payroll Master (G07), enter 29

From Payroll Setup (G074), choose Taxes & Insurance

From Taxes & Insurance (G0744), choose Insured Basis Tables

The Insured Basis Tables report lists pay types for each workers compensation insurance table. Review the report to verify the information you entered when you set up workers compensation insurance basis tables.

Figure 55-4 Print Insured Basis Tables report

Description of Figure 55-4 follows
Description of ''Figure 55-4 Print Insured Basis Tables report''

55.4.1 Data Selection Insured Basis Tables Report

Specify a code or a range of codes to limit the report.

55.4.2 Data Sequence Insured Basis Tables Report

Do not change the report sequence.

55.5 Reviewing the Workers Compensation and Liability Rates Report

Navigation

From Payroll Master (G07), enter 29

From Payroll Setup (G074), choose Taxes & Insurance

From Taxes & Insurance (G0744), choose Workers Comp Rates

The Workers Compensation/General Liability Insurance Rates report lists the workers compensation and general liability insurance rate information that you entered. (General liability applies only in the U.S.) Review the report to verify that the information is correct.

Figure 55-5 Print Insured Basis Tables report

Description of Figure 55-5 follows
Description of ''Figure 55-5 Print Insured Basis Tables report''

55.5.1 Data Selection Workers Compensation and Liability Rates Report

Specify an individual company or a range of companies to limit the report.

55.5.2 Data Sequence Workers Compensation and Liability Rates Report

Do not change the report sequence.

55.6 Reviewing the Unemployment Insurance Rates Report

Navigation

From Payroll Master (G07), enter 29

From Payroll Setup (G074), choose Taxes & Insurance

From Taxes & Insurance (G0744), choose Unemployment Rates

The Unemployment Insurance Rates report lists the unemployment insurance rate information that you entered when you set up unemployment rates for federal and state insurance. You can limit the report by entering specific codes or ranges of codes. The report lists information for companies within the tax areas.

Figure 55-6 Print Unemployment Insurance Rates report

Description of Figure 55-6 follows
Description of ''Figure 55-6 Print Unemployment Insurance Rates report''

55.6.1 Data Selection for Unemployment Rates

Specify a code or a range of codes to limit the report.