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
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Employee information. Name, employee number, Social Security number, and so on.
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Earnings summary. Total gross earnings, including wages, salaries, bonuses, and other types of compensation.
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Tax withholdings. Detailed breakdown of federal, state, and local income taxes withheld. Including Social Security tax and Medicare tax (FICA) withholdings.
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Other deductions. Any additional tax-related deductions such as unemployment insurance, disability insurance, or other mandated contributions.
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Taxable income. Total taxable income after pre-tax deductions such as retirement contributions and health insurance premiums.
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Employee contributions. Summary of the employer's contributions to Social Security, Medicare, and other relevant taxes.
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Year-to-date totals. Cumulative totals of earnings and withholdings for the year-to-date.
You can use the employee tax summary report for
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Tax filing. Assists employees in preparing their individual income taxes returns by providing necessary tax information.
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Verification. Allows employees to verify that correct amount of taxes has been withheld from their pay.
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Compliance. Ensures that the employer is in compliance with federal, state, and local tax regulations.
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Recordkeeping. Provides a record for both the employer and the employee for future reference, especially in case of audits or disputes.
Master report definitions:
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Employee tax summary by calendar year [Caselle Master]
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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).
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