Tax Liability by Pay Date screen

Use the Tax Liability by Pay Date screen to create a report of employee and employer tax liabilities by pay date within a specified time period. Tax liabilities include federal, state or provincial, and local taxes. You can print or save this report.

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

To open the Union Detail Report screen, go to Employees > Reports > Tax Liability by Pay Date Report.

You can control the output of the Tax Liability by Pay Date 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, choose 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.
  • Report From Date - Enter the start date for the report, choose the date from a date picker, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. This is typically the first day of the payroll cycle. This field is required.
  • Report Through Date - Enter the end date for the report. This is typically the last day of the payroll cycle. This field is required.
  • Include Totals for FICA-MED and FICA-SS - Select the checkbox to include the total contribution (employer + employee) for both Medicare and Social Security in the report. Deselect the checkbox to exclude these totals from the report.
  • Include FUTA/EI - Select the checkbox to include FUTA or Employment Insurance amounts in the report. Deselect the checkbox to exclude FUTA amounts from the report.
  • Include SUTA - Select the checkbox to include SUTA amounts in the report. Deselect the checkbox to exclude SUTA amounts from the report.
  • Include SUI - Select the checkbox to include state unemployment insurance amounts in the report. Deselect the checkbox to exclude SUI amounts from the report.
  • Include SDI - Select the checkbox to include state disability insurance amounts in the report. Deselect the checkbox to exclude SDI amounts from the report.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.