Reviewing Tax History
Access the Pay & Taxes By Month form.
If the user account has the necessary security clearance, you can revise any of the information.
- Company
Enter the company number where the employee records generally reside.
- Gross Pay
Enter the gross amount of the transaction. The specific meaning depends on the type of transaction:
A: Pay types: The total amount of earnings related to the type of pay.
B: DBAs: The total amount of the deduction, benefit, or accrual.
C: Payroll taxes: The total amount of gross wages, before exclusions and paid-in-excess amounts.
This amount represents the total for the first month of either the payroll year or the calendar year, depending on the review form that you are using.
Payroll-month totals are stored in the F06146 table. Calendar-month totals are stored in the F06145 table.
- Excludable Gross
Enter the amount of monthly gross pay excluded from the tax calculation. This amount includes deductions for retirement savings plans and other non-taxable accounts.
- Excess Wage
Enter the amount of wages earned, but in excess of the annual limit, for tax calculation.
- Tax
Enter the monthly amount of tax calculated.