Paycheck Tax Withholding Detail

Description

Use this query to generate a list of an employee's tax gross and tax withholding in order to analyze taxable wages and/or tax withholding. Typically, users run this report on a specific employee and input either the Tax Withholding Type, Pay Run Id, or Calendar Year.

IUIE Path

Master Catalog > Human Resource Management System > Payroll > HRMS > Payroll Reports

Query Fields

  1. Campus Code(s): leave blank to search across all campuses, or enter a value(s) to limit the report to one or more campuses.
  2. Department Id(s): leave blank to search across all departments, or enter a value(s) to limit the report to one or more departments.
  3. Tax Withholding Type: leave blank to search across all tax withholding types, or enter a value(s) to limit the report to one or more tax withholding types.
  4. Employee Id(s): enter the employee's 10-digit ID number.
  5. Include State Code(s): leave blank to search across all states, or enter a value(s) to limit the report to one or more states.
  6. Exclude State Code(s): leave blank to search across all states, or enter a value(s) to exclude specific state(s) from the report.
  7. Local Tax Code(s): leave blank to search across all counties, or enter a value(s) to limit the report to one or more counties. Review the Local Tax Code page on the FMS website for a list of county codes.
  8. Pay Run Id(s): leave blank to search across all pay runs, or enter a value(s) to limit the report to one or more pay runs.
  9. Calendar Year(s): leave blank to search across all calendar years on record, or enter a value(s) to limit the report to one or more calendar years.
  10. Include Home Address? By default, this box will be unchecked. Check this box to add an additional column for the employee's home address. Remember, however, that an employee's home address is considered Restricted Data; if an employee's home address is included in the report, make sure to store the report in accordance with IU's data storage and handling guidelines.
  11. Include Email Address? By default, this box will be unchecked. Check this box to add an additional column for the employee's email address.
  12. Deductions Not Taken? By default, this box will be unchecked. Check this box to add an additional column for the deductions the employee did not take.
  13. Select Output Format: MS Excel (XLSX) is the only output option for this report.
  14. Select Output Destination: this report usually runs quickly; "Wait" is a good option.