Standard AQ - Employee 2020 Tax Info

Overview

Updated 03/15/2022

We have removed the "Include all taxes" parameter since there is a Tax List parameter in the report.

• Click here for information on Advanced Queries
• Click here for information on Reports

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)