Generating Tax Reports

Page Name

Definition Name

Usage

Tax Deposit and Liability USA Page

GPUS_RC_TAXDEPLIAB

Generate pay period details on federal and state taxes withheld from employees.

Tax Summary Reports USA Page

GPUS_RC_TAXSUMRPT

Summarize period-to-date income tax, other federal taxes, and state taxes.

Quarterly Tax Reports USA Page

GPUS_RC_QTRTAXRPT

Summarize quarterly federal and state withholding tax details for employees.

Federal Tax Data Status USA Page

GPUS_RC_FEDTAXSTA

View a list of employees with federal withholding exemption or those with more than 10 allowances. (If the Do Not Maintain Taxable Gross and Do Not Withhold Tax option is selected on the Federal Tax Data page, these employees will appear in the report.) This report summarizes exemptions for the selected employees.

W-4 IRS Report USA Page

GPUS_RC_W4IRSRPT

Generate the W-4 IRS report, which lists employees with federal withholding exemption or those with more than 10 allowances.

W-4 Exempt Payees Report USA Page

GPUS_RC_W4EXEMP

List employees who fail to complete new W-4 forms by the due date.

Identify W-4 Exempt Payees USA Page

GPUS_RC_SELW4EXEMP

List employees whose federal tax data includes specified parameters. (If the Maintain Taxable Gross; FWT Zero Unless Specified in FWT Additional Withholding option and the Do Not Maintain Taxable Gross and Do Not Withhold Tax option are selected on the Federal Tax Data page, these employees will appear in the report.)

Reset W-4 Exempt Payees USA Page

GPUS_RC_W4RSTEXEMP

Update future-dated records that currently specify W-4 exempt status.

W-4 ePay Audit Report USA Page

GPUS_RC_W4EPAYRPT

List employees who enter W-4 information through self-service.

This report is available if you purchased ePay.

Use the Tax Deposit and Liability USA page (GPUS_RC_TAXDEPLIAB) to generate pay period details on federal and state taxes withheld from employees.

Navigation:

Global Payroll & Absence Mgmt > Taxes > Tax Deposit and Liability USA > Tax Deposit and Liability USA

This example illustrates the fields and controls on the Tax Deposit and Liability USA page.

Tax Deposit and Liability USA page

Report Request Parameters

Field or Control

Description

Report Run By

Define what you want the report run by. Values are Calendar Group ID, Payment Date Range, and Year and Quarter.

Tax Year

Enter the tax year for which you want to run the report.

Field or Control

Description

Tax Quarter

Select the tax quarter for which to run the report. Values are 1st Quarter, 2nd Quarter, 3rd Quarter, and 4th Quarter.

Population

Field or Control

Description

Selection

Select the population for which to run the report. Values are Federal EIN and Reporting Company.

Federal EIN

Select the Federal EIN. This field appears only if you select Federal EIN in the Selection field.

Reporting Company

Select the reporting company. This field appears only if you select Reporting Company in the Selection field.

Payroll Cycle

Select the payroll cycle when the report is run. Values are All Cycles, Off-Cycle Only, and On-Cycle Only.

Use the W-4 IRS Report USA page (GPUS_RC_W4IRSRPT) to generate the W-4 IRS report, which lists employees with federal withholding exemption or those with more than 10 allowances.

Navigation:

Global Payroll & Absence Mgmt > Taxes > W-4 IRS Report USA > W-4 IRS Report USA

This example illustrates the fields and controls on the W-4 IRS Report USA page.

W-4 IRS Report USA page

Report Request Parameters

Field or Control

Description

Tax Year

Enter the tax year for which you want to run the report.

Tax Quarter

Select the quarter for which you want to run the report. Values are 1st Quarter, 2nd Quarter, 3rd Quarter, and 4th Quarter.

Electronic Processing

Select if you want to process the report electronically. If you select this check box, the Population group box becomes unavailable for entry.

Transmitter Control Code

If you select the Electronic Processing check box, this field becomes available for entry. Enter a code for the electronic processing.

Population

The Population group box is available for entry if the Electronic Processing check box is deselected.

Field or Control

Description

Report Type Payee

Select the category of payees for which the report is run. Values are All Payees, Payees using ePay, and Single Payee.

Employee ID

If you select Single Payee in the Report Type Payee field, enter the employee ID for which the report is run.

Report Exemption Allowances

Select the type of exemption allowance for the payee population being defined. Values are All, Claim Exempt, Exempt or > 10 Allowances, and More than 10 Allowances.