Payroll Tax Report (Historical Data)

Overview

The Reports > Payroll > Payroll Tax Report (Historical Data) captures the payroll tax information for a specified month as a total and split by State totals. Where the ‘State’ is determined by the State for the workplace assigned to a job.

In addition to these totals, you can view the payroll tax data for individual employees.

The report is used for historical data in your portal and can be displayed by month or on annual periods up to the present. If you are unable to see the current month or financial year in the Report Settings, please contact [e-mail]. .

On-Screen Columns

The Report Summary will show the following information:

• Summary
• Period
• States
• Customers
• Workplaces
• Employees
• Total Pay
• Gross Wages
• Super
• Total
• Taxable Pay
• Taxable Wages
• Taxable Super
• Total
• Tax Payable
• State Totals
• State
• Gross Wages
• Super
• Taxable Wages
• Taxable Super
• Threshold
• Tax Rate
• Tax Payable

The main report will show the following information:

• Payable State
• Workplace State
• Employee
• Job Name
• Gross Taxable Wages
• Taxable Super
• Total Taxable Wages

Export Options

You can export the on-screen data for the Payroll Tax Report (Historical Data) in either .pdf or .csv format. A ‘Detailed CSV’ is also available and will include the following columns:

• Pay Through Entity
• Branch
• Division
• Payable State
• Tax Rate
• Customer ID
• Customer
• Job Name
• Workplace State
• Employee ID
• MID
• Employee Surname
• Employee First Name
• Employee Pay Type Name
• Permission Group
• Eligible
• Total Gross Wages
• Total Super
• Total Wages
• Gross Taxable Wages
• Taxable Super
• Total Taxable Wages