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.