Overview
Updated 03/15/2022
We have removed the "Include all taxes" parameter since there is a Tax List parameter in the report.
Report Description
Parameters
Report Fields
Report Description
This AQ is intended to provide employee data from the 2020 tax tab in Back Office.
Parameters
Parameter Name |
Options |
Description |
Branch (Employee) |
All available branches (default), or choose |
|
SSN |
'%' to return all results (default), or enter specific numbers |
Social Security Number |
EmployeeID |
'%' to return all results (default), or enter specific numbers |
|
IncludeAllTaxes |
No, Yes |
|
Employee Status |
ALL, Active, Applicant, Deleted, DNA, Do Not Assign, Inactive, Incomplete Applicant, On-Line Applicant, Online Applicant, Prospect, Rejected, Resume Parsed, Terminated |
Includes the selected Employee Statuses |
Tax Type |
List of all available Tax types |
|
Report Fields
Field Name |
Description |
Branch |
Employee’s Branch |
EmployeeID |
Employee’s ID |
BoldTalentID |
Employee’s ID in the Bold system |
LastName |
|
FirstName |
|
SSN |
Social Security Number |
EmployeeStatus |
Employee’s Status |
OnAssignment |
Is Employee on assignment or not? (check box) |
USWithholdingType |
This indicates if the employee is being taxed as a non-resident alien. |
TaxType |
Type of taxes. For example – Federal Income Tax, FICA, Medicare, SUI, etc. |
TaxName |
Name of the taxes. For example – FICA EE, FICA ER, MN EH, MN SUI ER, FUTA ER, etc. |
Active |
Is Employee’s Tax active or not? |
IsTaxExempt |
Is Tax exempt or not? (check box) |
TaxFilingStatusID |
|
TaxFilingStatus |
Tax Marital Status. For example – Single, Married, N/A, etc. |
HasMultipleJobs |
|
QualifyingChildren |
|
OtherDependents |
|
TotalDependents |
|
OtherIncome |
|
Deductions |
|
ExtraWithholding |
|
DateCompleted |
|
LastCheckDate |
Employee’s most recent paycheck’s date |
Dependents |
# of dependents for the Tax type |
EmailAddress |
Employee's email address |
Exemption |
# of Exemptions listed for the Tax type |
Fixed Percent |
Fixed percent rate for the Tax type |
PrimaryPhone |
Employee's primary phone number |
IRS Lock-in |
Checkbox for HasLockInLetter field (EmployeeTax and FederalW42020) |
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