How_do_I_print_an_employee_tax_summary_report_2024.11_

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. 

 

Employee tax summary by employee name

 

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.

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