Tax entities

Create a tax entity

1. In the Navigation pane, highlight the Payroll/Human Resources > Setup > Tax Entities folder.
2. Click . The New Tax Entity window opens.

   

3. In the Parent field, select the tax entity that is the parent entity of the new tax entity. Leave this field blank if this is a top-level tax entity such as a federal tax entity.
4. Enter a unique Code for the tax entity.
5. Enter a Description of the tax entity.
6. Enter the government-issued Employer ID assigned to you by the tax entity.
7. Enter the government-issued Unemployment ID assigned to you by the tax entity.
8. Save the new tax entity.

Tax Entities Listing

Purpose

The Tax Entities Listing provides a list of the tax entities defined in Payroll.

Content

For each tax entity code included on the report, the listing shows:

• parent entity
• description
• employer ID
• unemployment ID
• SUTA maximum
• year the current SUTA maximum took effect
• whether the entity is a built-in entity.

In addition, you can include one or more of the following:

• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Setup > Tax Entities folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of tax entities:
     1. Right-click the Tax Entities folder and select Select and Report > Tax Entities Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected tax entities:
     1. In the HD view, select the tax entities to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular tax entity from the Tax Entity window:
     1. In the HD view, locate and double-click the tax entity to report on. The Tax Entity window opens with the tax entity loaded.
     2. Click .
3. Select the Options tab.

   

4. In the SUTA as of Year field, enter the year for which you want to view SUTA taxable wage base amounts on the report. If the current date falls in January through September, the field defaults to the current year. In October through December, the field defaults to the next year. To get the latest dated values, leave the field blank. For example, some states announce SUTA taxable wages a few years in advance. Leaving the field blank would show the latest future value for these states.
5. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
6. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
7. Select the Output tab.
8. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extension is available for the report:

• Tax entities