Reviewing Detail Tax History

Access the Tax Detail form.

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

Pay Period End Date

Review the last day of a processing period (pay period, month, quarter or year).

Check Number

Review the number of the matching document, such as a receipt, payment, adjustment, or credit. You apply a matching document (DOCM) against an original document (DOC), such as an invoice or voucher.

Check Control Number

Review the number used to group all payroll transactions for each payment or individual interim payment. This number is carried into the accounting journal entries and facilitates the update of the actual check number after payment printing is complete. This number is also used for automatically voiding payments. The payment work table contains both the actual check number and the check control number. All associated payment transactions are automatically reversed using the check control number.

This is not the actual check number.

PSD Code (Release 9.2 Update)

Review the PSD code that represents the tax collection district where the tax was remitted.

Gross Pay

Review the gross pay that the system associates with the tax authority. For instance, if an employee earns wages in multiple states for the period, the gross pay would be apportioned to the tax authority for each state.

Excludable

Review the excludable gross amount. Based on tax regulations, the excludable gross can be different for each tax authority. For example, one authority might allow exclusion of 401(k) contributions, but another might not.

In Excess

Review the total amount of wages that exceed the annual limit for the respective payroll tax.

Tax Amount

Review the amount of tax withheld or paid to each tax authority.

Tax History Type

Review this code (07/TH) to determine the type of information being tracked for the employee in the US Taxation Summary History table (F06136) or the Canadian Tax History table (F0713). The value in this field determines the type of year-end form that the system generates.