Reviewing Summary Tax History

Access the Tax Summary form.

If the user account has the necessary security permission, you can correct any of the tax summary information.

Excludable Gross

Review the amount of monthly gross pay excluded from the tax calculation. This amount includes deductions for retirement savings plans and other nontaxable accounts.

Excess Wage

Review the amount of wages earned, but in excess of the annual limit, for tax calculation.

Tax

Review the monthly amount of tax calculated.

Work PSD Code (Release 9.2 Update)

Review the PSD code that represents the work jurisdiction and work school district code where the tax was remitted.

Resident PSD code (Release 9.2 Update)

Review the PSD code that represents the resident jurisdiction and resident school district code where the tax was remitted.