How do I print an employee tax summary report? (2024.11)
An employee tax summary report provides a detailed overview of the taxes withheld from an employee's earnings over a specific period, typically a fiscal year. This report is crucial for both employers and employees as it summarizes the tax-related information needed for tax filing and compliance purposes.
An employee tax summary report includes
-
Employee information. Name, employee number, Social Security number, and so on.
-
Earnings summary. Total gross earnings, including wages, salaries, bonuses, and other types of compensation.
-
Tax withholdings. Detailed breakdown of federal, state, and local income taxes withheld. Including Social Security tax and Medicare tax (FICA) withholdings.
-
Other deductions. Any additional tax-related deductions such as unemployment insurance, disability insurance, or other mandated contributions.
-
Taxable income. Total taxable income after pre-tax deductions such as retirement contributions and health insurance premiums.
-
Employee contributions. Summary of the employer's contributions to Social Security, Medicare, and other relevant taxes.
-
Year-to-date totals. Cumulative totals of earnings and withholdings for the year-to-date.
You can use the employee tax summary report for
-
Tax filing. Assists employees in preparing their individual income taxes returns by providing necessary tax information.
-
Verification. Allows employees to verify that correct amount of taxes has been withheld from their pay.
-
Compliance. Ensures that the employer is in compliance with federal, state, and local tax regulations.
-
Recordkeeping. Provides a record for both the employer and the employee for future reference, especially in case of audits or disputes.
Master report definitions:
-
Employee tax summary by calendar year [Caselle Master]
-
Employee tax summary by employee name [Caselle Master]
The employee tax summary report was updated with a new look and feel in the 2024.11 release.
Printing employee tax summary by calendar year
1. Open Connect Payroll > Reports > Employee Tax Summary.
2. Select Employee Tax Summary by Calendar Year [Caselle Master] as the report title.
3. Select the date range for the calendar year.
4. Click Print (CTRL+P).
Printing employee tax summary by employee name
1. Open Connect Payroll > Reports > Employee Tax Summary.
2. Select Employee Tax Summary by Employee Name [Caselle Master] as the report title.
3. Select the date range.
4. Click Print (CTRL+P).
Printing employee tax summary for terminated employees
1. Open Connect Payroll > Reports > Employee Tax Summary.
2. Select a report definition.
3. Select the date range.
4. Click to select the Include Terminated Employees checkbox.
5. Click Print (CTRL+P).
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Webinar: Step 3B and D. Payroll history and employee tax summary (09m12s)
Set up the payroll history and employee tax summary to include the entire calendar year. You'll be using the two reports to verify employee and payroll information. In this webinar, learn how to: Step 3B. Print payroll history for the calendar year ...Can I print a report for an employee?
You can use Employee Inquiry to print these reports by employee: Payroll History, Leave report, Benefit Register - Summary, Payroll Register - Details, and Payroll Register - Pay Code Summary. Printing a report for an employee 1. Open Connect Payroll ...How do I print the conversion report by employee name?
Change the report order for printing the conversion report to print by employee name instead of printing by employee number. When you run the Convert Year-end Tax Information routine, Connect will import the selected employees from the Payroll ...1094 Employee Detail Report
Print the 1094 Employee Detail Report to review the count for full time employees, part time employees, and both full time and part time employees. You can use this report to verify employees that are included in the 1094 count (see Part III, Form ...1094 Employee Detail Report
Print the 1094 Employee Detail Report to review the count for full time employees, part time employees, and both full time and part time employees. You can use this report to verify employees that are included in the 1094 count (see Part III, Form ...