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Contents of the Export Payroll Taxes Screen

Use the fields and options to configure the Export Payroll Taxes screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

File Type

Select one of these options to specify the type of file that you want to create.

  • Periodic: Select this option to create a periodic tax file.
  • Quarterly: Select this option to create a quarterly tax file.
  • Annual: Select this option to create an annual tax file. The source of this file is the Manage Employee Earnings History table. No data is taken from the W-2 table.
  • W-2: Select this option to create the W-2 tax file. Any data provided in the Manage W-2s table will be exported along with calculated annual amounts from the Manage Employee Earnings History table.

Select

Use this group box to specify the check dates included or the year/quarter for the export file.

Check Date

These fields are enabled if you are creating a Periodic file type. Use these fields to set a date range for the checks that you want to include in the export file. The process will include checks with dates that are within the Start and End dates.

Field Description
Range Type

Select one of these options:

  • One
  • Range
Note: If you selected Quarterly, Annual, or W-2 as your File Type, this field defaults to Range.
Start

Enter, or click to select, the beginning date of the range of checks that you want to include in the export file.

End

Enter, or click to select, the ending date of the range of checks that you want to include in the export file.

Payroll Year

These fields are enabled if you are creating a Quarterly, Annual, or W-2 file type. Enter the year to be reported in the Start field.

Field Description
Range Type

The only valid value in this field is One.

Start

Enter the Payroll year that you want to include in the quarterly, annual, W-2 tax file.

Quarter

These fields are enabled if you are creating a Quarterly file type. Use these fields to specify the payroll year and the quarter that you want to include in the export file.

Field Description
Range Type

The only valid value in this field is One.

Start

From the drop-down list, select the quarter that you want to include in the tax file. Valid options are 1, 2, 3, and 4.

Include

Use this group box to specify whether or not to include paychecks that have already been included in a previous periodic file.

Field Description
Only unprocessed records

Select this option to include only unprocessed records in the tax file.

All records

Select this option to include all records in the tax file.

Report

Field Description
1st Sort

From this drop-down list, select the primary sort option for the report. The options available in this field depend on the file that you select in the File Type group box.

If you are creating a Periodic tax file, you can select Check Date or Tax Service Group in this field .

If you are creating a Quarterly, Annual, or W-2 tax file, this field defaults to Tax Service Group.

2nd Sort

From this drop-down list, select the secondary sort option for the report. The options available in this field depend on your selections in the File Type group box and 1st Sort field.

For Periodic tax files:

  • If the primary sort option is Check Date, you can select Tax Service Group or Tax Type in this field.
  • If the primary sort option is Tax Service Group, you can select Check Date or Tax Type in this field.

If you are creating a Quarterly, Annual, or W-2 tax file , this field displays only Tax Type.

3rd Sort

This field displays the third sort option for the report. The value in this field depends on your selections in the File Type group box, 1st Sort field, and 2nd Sort field. Your sort selections must all be different.

If you are creating a Quarterly, Annual, or W-2 tax file, this field displays Not applicable.

Include Employee Detail

Select this check box to include the employee detail on the report. You can clear this check box to limit the size of the report.

If this check box is not selected, the report only includes the check date subtotals (for Periodic file type only), Tax Service Tax Code subtotals, Tax Type subtotals, and grand totals. Each separate tax amount will not be provided.

If this check box is selected, the report includes the detail, check date subtotals (for Periodic file type only), Tax Service Tax Code subtotals, Tax Type subtotals, and grand totals.

Options

Use this group box to specify whether or not to include Payroll Edit records and/or FUTA credit reduction information in the tax file.

Field Description
Include Payroll Edit

Select this option to include Payroll Edit records that have check dates and numbers. Payroll Edit records are unposted checks that are on the Manage Payroll Records table.

Include FUTA Credit Reductions

Select this check box to include FUTA Credit Reduction records in the tax file.

Output File

Field Description
File Location

Enter, or click to select, the location where the tax file will be exported.

File Name

Enter, or click to select, the file name for the exported tax file.

Test File

Select this option to indicate that the generated file is a test file.

Maine Seasonal Period

These fields are required for business that are defined as seasonal by the Maine Department of Labor (DOL).

Field Description
Period Start Date

Enter, or click to select, the seasonal period start date.

Period End Date

Enter, or click to select, the seasonal period end date.

Process Export Payroll Taxes

After you print the Export Payroll Taxes report, click to process the Export Payroll Taxes file. You must print the report before processing the file.

Print and Process Export Payroll Taxes

Click the arrow next to and select Print and Process Export Payroll Taxes to print the Export Payroll Taxes report and process the file.