Tax transaction history summary (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 summary.

Use this form to view a summary of 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 all payroll tax transactions, see Tax transaction history detail (form).

NoteNote

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

Buttons

Information

View pay statement

Open the pay statement that includes the selected tax transaction.

Grid headings

Information

Worker

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.

Date

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

Tax code

Description

The code and description of the specific tax.

Tax code type

The type of tax represented by the tax code.

State or province

The state or province that the tax transaction is owed to.

Residency

The residency indicator that is used to calculate the tax.

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.

Hours

Rate

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.

Actual combined tax

The actual tax amount from the pay statement, including any manual changes or deletions to the pay statement tax lines that correspond to this tax. It is the same as the System calculated tax amount unless the user made manual changes on the pay statement.

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 that is owed to the vendor for this tax.

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