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.