Tax transaction history detail (form) [AX 2012]

Updated: August 27, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

 Click Payroll > Inquiries > Tax transaction history detail.

Use this form to view all payroll tax transactions. You can export the data to Microsoft Excel to analyze the data or to create custom reports, and you can view the pay statement where the tax transaction was created.

To view a summary of all payroll tax transactions, see Tax transaction history summary (form).


This topic describes functionality that is available only if the Payroll - USA configuration key is selected.



View pay statement

Open the pay statement that includes the selected tax transaction.

Grid headings



Personnel number

To view tax transactions for a specific worker, press Ctrl+G, click in the Worker filter field, type a first name followed by an asterisk, and press Enter. For example, enter diane*. For more information, see Advanced filtering and query options.


The date of the tax transaction. This is usually the date of the pay statement that includes the tax amount.

Tax code


The code and description of the specific tax.

Tax type

The type of tax represented by the tax code.

State or province

The state or province where the tax transaction is owed.


The residency indicator that is used to calculate the tax.

Tax method

The tax rate method that is used to determine the amount of tax owed on the transaction.

Gross wages

The sum of all of the gross wages on the pay statement that use the same tax method.

Gross subject wages

The gross wages minus any pretax deductions.

Subject wages

The portion of the gross subject wages that was subject to the tax because it was below the wage limit.



For unemployment and certain other taxes, the number of hours and the rate that are used to calculate the amount of the tax.

Excess wages

Wage base

For unemployment and certain other taxes, the wage base is the amount of the worker’s wage that is subject to the tax. Any amounts over the wage base are considered excess wages. Excess wages are not subject to the tax.

System- calculated tax

The amount of tax that was calculated for the transaction.

Vendor invoice

The identifier of the accounts payable invoice that includes the amount owed to the vendor for this tax.

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