The purpose of this screen is to generate reports of expenses and tax amounts which can be sent to payroll.

To access the Tax Calc Payroll Report screen, click on the Tax Calc Payroll Report menu item in the Processes group of the Company menu.

Upon initial entry of this screen the user will see a link for running a Historical Payroll report and also list of any existing payroll reports previously created.

US Tax Calc Historical Payroll Report or Canada Tax Calc Historical Payroll Report

These Historical Payroll Reports can be used to view/report any historical, previously sent to payroll, tax calc data. This report can pull tax calc data for a specific period of time based on the payroll date range entered. The execution of this report requires the entry of several different parameters including: Tax Year, Payroll System, Payroll Sent Begin Date and Payroll Sent End Date.

Tax Year – This is the only report parameter that is required and only a valid four digit tax year should be entered into this field. The tax year entered here will limit the data included in the report to that specific tax year.

Payroll System – This parameter will limit the report to only include data from assignments belonging to the Payroll System selected.

Payroll Sent Begin Date and Payroll Sent End Date – These two parameters will limit the data pulled to specific payroll date range.

To create a new payroll report click on the New link in the first column and row of the Payroll Report list.

Country

This filter allows the user to limit the report to US assignments or Canadian assignments.

Payroll System

This filter allows the user to limit the report to assignments included in a specified Payroll System.

Tax Year

This required filter limits the report to assignments included in a specified Tax Year.

Up To And Including Report Date

This filter will include all entries (which have not been previously reported to payroll) with a Report Date up to and including the date entered by the user.

Payroll Sent Date

This field allows the user to specify which date is used as the Payroll Sent Date. The Payroll Sent Date is used by the system to differentiate between those expenses which have been passed to payroll, and those expenses which have not been passed to payroll. This is important in ensuring that the same expenses are not passed to payroll more than once.

Exclude if Payroll Hold Until Date is Greater Than

This filter allows the user to exclude assignments from the report via use of a hold date. At the assignment level, under Tax Assistance, on the General tab is a Payroll Hold Until date field. Using the Payroll Hold Until field in conjunction with the Exclude if Payroll Hold Until Date is Greater Than field, allows the user to exclude all expenses associated with certain assignments from the report. This feature is commonly used to exclude new assignments where the employee has yet to be set up in payroll.

Include Business Expenses

The Include Business Expenses check box defaults to checked. This allows the user to choose whether they would like to include Business Expenses or not. If unchecked it will exclude Business Expenses from being included on the Payroll Report. This will also exclude assignees with only Business expenses for the selected criteria in the Add Assignees to Report List.

Find Assignments

Clicking this button causes the system to return a list of all assignments meeting the criteria specified in the previous fields. Next to each assignment is a checkbox allowing the user to designate whether or not an assignment should be included on the report.

Save

Clicking this button causes the system to create a report which includes all of the assignments that were “checked” in the previous step.

The tax calc payroll report link near the top of the page allows the user to view the previously created report.

When editing a previously created payroll report, the user will see a list of assignments included on the original report, as well as the following buttons:

Add To Report

Clicking this button causes the system to search for any assignments which meet the specified criteria, but were not included on the original report. If any additional assignments are found, the user has the option of adding them to the report.

Remove From Report

Clicking this button will display a list of assignments which were included on the original report. A checkbox next to each assignment allows the user to remove assignments from the report.

Delete

Clicking this button causes the system to delete the previously created payroll report.