Report Description
This report provides a summary of an employees as required to provide certain states such as Illinois, on a quarterly basis.
Activate following this path: Admin Tools > Reports > Report & Advance Query = "state withholding payroll schedule aq"
Parameters
Parameter Name |
Options |
Description |
Supplier |
All available suppliers |
select from dropdown |
Year |
|
enter year |
Quarter Number |
1,2,3, or 4 |
enter the quarter |
State |
US States |
enter the state |
Report Fields
Field |
Description |
Employee Name |
displays full name of employee |
SSN |
displays the SSN of the employee |
Taxable Gross |
displays the taxable gross for state withholding for the state entered into the parameter |
TaxAmount |
displays the tax liability amount for the state withholding for the state entered into the parameter |
1. Export to Excel - Save to desktop or folder for access. Naming of file does not matter for state upload.
2. Open Excel file to view data / format. Delete Header row (EmployeeName, SSN, TaxableGross, TaxAmount). Delete Grand Summaries row. Delete Sum row. File will error upon state upload if not removed.
3. Closely review all of the SSN data to locate any 8-digit SSN fields. This likely means the leading Zero (0) was dropped from Excel due to formatting. Follow steps 4,5 & 6 to correctly insert leading Zero back into sheet. Otherwise, skip to step 7.
4. Right click on the field which is missing the leading Zero (0). Then select Format Cells...
5. Navigate to "Text" under Category and select it. Click OK to save selection.
6. Return to field and insert leading Zero (0) back to complete SSN number. Tab off to save edit.
7. Once all edits are completed, Save As (*.cvs) file. File is then ready for state upload.
Helpful Hints
- When saving this file to upload to the state withholding website, please save it in .csv format.
- If you open the file in Excel, or double click into the SSN field, the SSN may change and drop the leading 0s.
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