Tax transaction history summary (form)
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).
Note
This topic describes functionality that is available only if the Payroll - USA configuration key is selected.
Controls
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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See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).