Categories of Taxes by Range

The Categories of Taxes by Range report uses the Payroll Register by Date Range topic to display date range sums for tax categories by employee. Administrators can use this report to analyze tax amounts by category for a custom date range.

Fields

Fields included in the report template
Field Name	Group by	Sort Order	Totals
Pay Group	Yes	Ascending
Legal Entity	Yes	Ascending
Employee
EE Federal Tax			Column: Sum
EE State/Prov Tax			Column: Sum
EE Local Tax			Column: Sum
ER Federal Tax			Column: Sum
ER State/Prov Tax			Column: Sum
ER Local Tax			Column: Sum

Custom Fields

EE Federal Tax

The EE Federal Tax custom field displays the employee amount of federal tax for the date range. It uses the following expression:

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

EE State/Prov Tax

The EE State/Prov Tax custom field displays the employee amount of state or provincial tax for the date range. It uses the following expression:

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

EE Local Tax

The EE Local Tax custom field displays the employee amount of local tax for the date range. It uses the following expression:

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

ER Federal Tax

The ER Federal Tax custom field displays the employer amount of federal tax for the date range. It uses the following expression:

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

ER State/Prov Tax

The EE State/Prov Tax custom field displays the employer amount of state or provincial tax for the date range. It uses the following expression:

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

ER Local Tax

The EE Local Tax custom field displays the employer amount of local tax for the date range. It uses the following expression:

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

Filters

The template includes the following filters:

Report filters.