To-Date Taxes by Range

The To-Date Taxes by Range report uses the Payroll Register by Date Range topic to display a row for each selected tax code for each employee, with columns for data range, MTD, QTD, and YTD amounts. Administrators can use this report to view totals for month, quarter, year, and date range for each tax.

Fields

Fields included in the report template

Field Name	Group by	Sort Order	Totals
Pay Group	Yes	Ascending
Legal Entity	Yes	Ascending
Employee	Yes	A to Z
Payer and Code		A to Z
Date Range Taxes			Column: Sum
MTD Taxes			Column: Sum
QTD Taxes			Column: Sum
YTD Taxes			Column: Sum

Custom Fields

Payer and Code

The Payer and Code custom field displays the record code by source. It uses the following expression:

CASE
    WHEN PRPayRunRegisterPeriod.ImpactsNetPay = 1 THEN 'EE - ' + PRPayRunRegisterPeriod.RecordCode
    WHEN PRPayRunRegisterPeriod.ImpactsNetPay = 0 THEN 'ER - ' + PRPayRunRegisterPeriod.RecordCode
    ELSE PRPayRunRegisterPeriod.RecordCode
END

Filters

The template includes the following filters: