Categories of Taxes by Pay

The Categories of Taxes by Pay report uses the Payroll Register by Pay Run topic to display current tax categories by employee.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Pay Run Name	Yes	A to Z
Legal Entity	Yes	Ascending
Employee
EE Federal Tax			Column Total: Sum
EE State/Prov Tax			Column Total: Sum
EE Local Tax			Column Total: Sum
ER Federal Tax			Column Total: Sum
ER State/Prov Tax			Column Total: Sum
ER Local Tax			Column Total: Sum

Custom Fields

EE Federal Tax

The EE Federal Tax field displays the current employer federal tax. It uses the following expression:

CASE
    WHEN PRPayRunRegister.RecordType = 'Tax'
         AND PRPayRunRegister.RecordCategory = 'Federal'
         AND PRPayRunRegister.ImpactsNetPay = 'True' THEN PRPayRunRegister.Amount
    ELSE 0.00
END

EE State/Prov Tax

The EE State/Prov Tax field displays the EE state/provincial tax. It uses the following expression:

CASE
    WHEN PRPayRunRegister.RecordType = 'Tax'
         AND PRPayRunRegister.RecordCategory = 'State/Province'
         AND PRPayRunRegister.ImpactsNetPay = 'True' THEN PRPayRunRegister.Amount
    ELSE 0.00
END

EE Local Tax

The EE Local Tax field displays the EE local tax. It uses the following expression:

CASE
    WHEN PRPayRunRegister.RecordType = 'Tax'
         AND PRPayRunRegister.RecordCategory <> 'Federal'
         AND PRPayRunRegister.RecordCategory <> 'State/Province'
         AND PRPayRunRegister.ImpactsNetPay = 'True' THEN PRPayRunRegister.Amount
    ELSE 0.00
END

ER Federal Tax

The ER Federal Tax field displays the EE federal tax. It uses the following expression:

CASE
    WHEN PRPayRunRegister.RecordType = 'Tax'
         AND PRPayRunRegister.RecordCategory = 'Federal'
         AND PRPayRunRegister.ImpactsNetPay = 'False' THEN PRPayRunRegister.Amount
    ELSE 0.00
END

ER State/Prov Tax

The ER State/Prov Tax field displays the ER state/provincial tax. It uses the following expression:

CASE
    WHEN PRPayRunRegister.RecordType = 'Tax'
         AND PRPayRunRegister.RecordCategory = 'State/Province'
         AND PRPayRunRegister.ImpactsNetPay = 'False' THEN PRPayRunRegister.Amount
    ELSE 0.00
END

ER Local Tax

The ER Local Tax field displays the ER local tax. It uses the following expression:

CASE
    WHEN PRPayRunRegister.RecordType = 'Tax'
         AND PRPayRunRegister.RecordCategory <> 'Federal'
         AND PRPayRunRegister.RecordCategory <> 'State/Province'
         AND PRPayRunRegister.ImpactsNetPay = 'False' THEN PRPayRunRegister.Amount
    ELSE 0.00
END

Filters

The template includes the following filters: