PayrollCS > Payroll > Reporting menu > PR Quarterly Tax Preview Report
PR Quarterly Tax Preview Report
Use this report to preview quarterly taxes for your employees. You can sort and/or filter this report to meet your needs.
Report Type 
Use this drop-down to select the type of report you want to print. You can choose from:
Detailed: select this option to include detailed tax history for the employees and codes you select.
Summary: select this option to only include the totals for the employees and codes you select.
Tax Type 
From the drop-down, select whether you want to view a federal, state, or local tax. The Tax Code Lookup will be filtered based on your selection.
Tax 
If you selected State or Local from the Tax Type drop-down, this field displays the unemployment tax for that tax type and is disabled. If you selected Federal from the Tax Type drop-down, the options that appear in this drop-down are:
FICA Tax
Federal Unemployment Tax
Filter 
This field is only available if at least one user-defined field is set up in Module Preferences. From the drop-down, select a UDF by which to filter the report content.
Status Type 
From the drop-down, select from the following options to filter the report by employee status. Your selection here will filter the Status Lookup to only include codes of this status type. You can select All to include all employees in the report.
Active
Inactive
Temporary
Terminated
All
Tax Year 
Select the tax year for which you want to run the report.
Quarter 
Select the quarter for which you want to run the report.
Start/End Ranges: Employee Number, Employee Name, Tax Code 
The Start and End boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These default settings include all items that meet the remaining criteria set in the window. Type in the fields or use the Lookup to make your selections.
 
 
 
Published date: 12/20/2021