You can use the Multi-State Threshold Taxation Status Report in the Audit sub-tab of Payroll > Pay Run Management to track thresholds. Before you can use this report, you need to enable it for your role. To do this, open System Admin > Roles, select your role, and click the Features tab. Then, expand the Report Library > Payroll > Payroll Audits role feature and select the Multi-State Threshold Taxation Status role feature.
When you open the Audit sub-tab of the Pay Run Management tab for the pay run, the Multi-State Threshold Taxation Status report shows the number of thresholds that have been impacted by earnings in the pay run:
When you load the report, you can see an entry for each threshold that was impacted.
The columns are as follows:
- Employee: Shows the name and employee number of the affected employee.
- Legal Entity: Shows the legal entity affected.
- State: Shows the state code for the US state to which the threshold belongs.
- Threshold: Shows the number of days or earnings of the threshold, depending on the threshold type.
- Type: Shows either Days or Earnings.
- Current Amount: Shows the balance attained in the current pay run.
- Balance: Shows the total balance from all pay runs of the lookback period.
- Remainder: Shows the number of days or earnings until the threshold is met.
- Attained: Indicates whether the threshold is attained.
- Prior Year Threshold Attained: Indicates whether the threshold was attained in the previous year. This value allows users to report on thresholds that have the Prior Year Qualified setting enabled.
In the following example, the report shows an employee who has met the 5-day threshold. The Current Amount column shows "4" because this was the number of days that the employee accumulated in the current pay period. The Balance column shows "1" for the 1 day that the employee has accumulated in a previous pay period.