Employee Withholding History
Employee Withholding Tax History
Every time a paycheck is issued to an employee, a record of the payment amounts and taxes withheld is stored under the employee code in the employee payroll history file. This information, along with the tax payments entered in the checking account, is used to determine the amount of payroll taxes owed. The payroll withholding history can be viewed and edited at any time.
To access this information, select Withholding from the Payroll menu.
Field Labels
Code Employee code.
Name Employee name.
Social Security Employee's social security number.
Number
Check # Paycheck number.
Check Date Paycheck date.
Start Date Pay period starting date.
End Date Pay period ending date.
Payroll G/L Code Payroll account code for this employee.
Contract Labor Signifies if this check was written when the employee was a contract labor employee. Contract labor entries do not appear on the Quarterly Tax totals report.
Gross Pay Calculated Gross pay based on entered information.
Tips The amount of tips accumulated in the pay period.
Net Pay Net pay. Gross pay minus taxes and other deductions.
Federal: FIT* FIT taxes. This tax is deducted from the Gross Pay.
Federal: FICA* FICA taxes. This tax is deducted from the Gross Pay.
Federal: Medicare* Medicare taxes. This tax is deducted from the Gross Pay.
Federal: FUTA* FUTA taxes. The employer pays this tax.
State: SIT* SIT taxes. This tax is deducted from the Gross Pay.
State: SDI* SDI taxes. This tax is deducted from the Gross Pay.
State: SETF SETF taxes. The employer pays this tax.
State: SUI SUI taxes. The employer pays this tax.
Local: CIT* CIT taxes. This tax is deducted from the Gross Pay.
Pre-Tax* Deducted from Gross Pay before any taxes
Deduction 1-3: are calculated.
Taxable* Deducted from Gross Pay after all taxes
Deduction 1-3: are calculated and deducted.
Adding a New Entry:
To add a new entry into the withholding history file, select Edit/Add from the Withholding menu . You are asked to enter the employee code for the entry. Enter the code of the employee whose history you are adding and then fill in the rest of the history record.
To edit the displayed history record, select Edit/Edit from the Withholding menu .
The information in this file is sorted in employee code order. This means that the information for each employee is grouped together. If you wanted to look at all the entries for a specific date, you would want to sort the entries by the check date. To change the sorting order, select Sort from the Withholding menu.
The following are the different sorting orders.
Employee Code: Sort the file in order of employee code. This groups together all the information for one employee. This is the default sorting order.
Date: Sort the file in order of check date. This groups together all the entries by the date the check was issued.
Check Number: Sort the file in order of check number.
When you quit out of the Employee Withholding History menu and return back into it, the sorting order will revert back to the default sorting order of employee code.
Printing the History For an Employee:
To print a withholding history for the displayed employee, select Misc/Print from the Withholding History menu .
Entering the starting and ending dates and a list detailing the taxes withheld and the year-to-date totals for the employee is printed.
To see the total taxes withheld for a specific date range, select Misc/Totals from the Withholding menu.
You are asked to enter a beginning and ending date range. Unique will then add up all the withholding taxes for all employees within the date range and display them.