Federal Earnings and Tax Report screen

Use the Federal Earnings and Tax Report screen to create a report of federal taxable earnings and taxes withheld by employee.

You can print or save this report.

For United States payrolls, the report also shows Social Security and Medicare taxable earnings, taxes withheld, and employer accrued amounts.

For Canada payrolls, the report also shows pension plan earnings, amounts withheld, and employer amounts. The report includes information only for employees assigned to pay systems to which you have access.

To open the Union Detail Report screen, go to Employees > Reports > Monthly/Quarterly Payroll Reports > Federal Earnings and Tax Report.

You can control the output of the Federal Earnings and Tax Report by entering details in one or more of the following fields on the Options tab:
  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, select the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Company - Select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Year - Choose the year for the report.
  • Quarter - Choose the quarter for the report. Select All to show all quarters for the year and the year-to-date total in the report.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For more information on running the report, see Run and Print Reports.