Deduction Reports

Standard Deduction Report

Follow these steps to generate an employee deduction report for the deduction code selected or for a group of deductions for the specified date range.

NAVIGATION: REPORTS menu > Deduction/Expense Reports > Deduction Reports > Standard

  1. Deduction Code: Select a Deduction Code for the report or leave this field blank to generate a report that contains all deduction codes.
  2. Description: When a deduction code is selected its description will be displayed in this field.
  3. Deduction Group: Type in a group code that has been assigned to several deductions in the Deduction/Benefit Master.
    1. For Example:  If you have several Union Codes, in the deduction benefit master you may enter a group code of UNON for all of them.  Enter UNON as a Deduction Group code for the report.  The report will include information for all deduction codes that were setup with the UNON group code.
  4. Pattern Match: Enter part of the code information and then fill in the remainder with question marks.
    1. For Example:  If all your local tax codes begin with L then enter L???? to generate a report for all deduction/benefit codes beginning with L.
  5. Date Range: enter or select the start/end date for the report range
  6. Report Type: Click in one of the circles to select Summary or Detail for the report.
    1. The Check Number and Pay Date output selections are available only when Detail is selected.
  7. Options: check the box to print the full social security number
  8. Output Selections
    1. The default setting is for all of the report options to be checked except Acct/Case Number
    2. Click in a box to remove or add check mark(s) to generate a report with the desired information on the report. Options are:
      1. Hours
      2. Gross Wages
      3. Deduction Gross
      4. Deduction Amount
      5. Acct/Case Number - not checked by default  When checked, the Case Number setup in the Employee Deduction ACH/EFT Setup will be included on the report.
    3. Check Number and Pay Date output selections are only available when the Report Type of Detail is selected.
  9. Sort Order: click in one of the circles to select the sort order by:
    1. Employee Number
    2. Employee Name
  10. Employee: select a specific employee or leave blank for all.
  11. Preview or print the report (see Report Preview, Print and Save Options)

With Address Deduction Report

This program will generate an employee deduction report for a selected Deduction Code or for a group of deductions for the specified date range.  This report is the same as the Employee Deduction Report but will include address information needed for submissions such as local taxes.

NAVIGATION: REPORTS menu > Deduction/Expense Reports > Deduction Reports > With Address

  1. Deduction Code: Select a Deduction Code for the report or leave this field blank to generate a report that contains all deduction codes.
  2. Description: When a deduction code is selected its description will be displayed in this field.
  3. Deduction Group: Type in a group code that has been assigned to several deductions in the Deduction/Benefit Master.
    1. For Example:  If you have several Union Codes, in the deduction benefit master you may enter a group code of UNON for all of them.  Enter UNON as a Deduction Group code for the report.  The report will include information for all deduction codes that were setup with the UNON group code.
  4. Pattern Match: Enter part of the code information and then fill in the remainder with question marks.
    1. For Example:  If all your local tax codes begin with L then enter L???? to generate a report for all deduction/benefit codes beginning with L.
  5. Date Range: enter or select the start/end date for the report range
  6. Report Type: Click in one of the circles to select Summary or Detail for the report.
    1. The Check Number and Pay Date output selections are available only when Detail is selected.
  7. Sort Order: click in one of the circles to select the sort order by:
    1. Employee Number
    2. Employee Name
  8. Print Full SSN: check the box to print the full social security number on the report
  9. Output Selections
    1. The default setting is for all of the report options to be checked except Acct/Case Number
    2. Click in a box to remove or add check mark(s) to generate a report with the desired information on the report. Options are:
      1. Hours
      2. Gross Wages
      3. Deduction Gross
      4. Deduction Amount
      5. Acct/Case Number - not checked by default  When checked, the Case Number setup in the Employee Deduction ACH/EFT Setup will be included on the report.
    3. Check Number and Pay Date output selections are only available when the Report Type of Detail is selected.
  10. Preview or print the report (see Report Preview, Print and Save Options)

Multiple Selection Deduction Report

This program will generate a report for up to six selected deduction codes for the date range entered.

NAVIGATION: REPORTS menu > Deduction/Expense Reports > Deduction Reports > Multiple Selection

  1. Date Range: enter or select the start/end date for the report range
  2. Sort Order: click in one of the circles to select the sort order by:
    1. Employee Number
    2. Employee Name
    3. Home Department
  3. Deduction Code Selection (Pick up to 6)
    1. Click in the boxes in front of any deduction to insert a check mark.  
    2. Up to six deductions may be checked for inclusion on the report.
    3. You can check more than six deductions, but only the first six in the list will be on the report.
  4. Select All
    1. Click this button to place a check mark in front of every deduction.
    2. Click in a checked box to remove the check mark and the deduction from the report.
    3. If all deductions are left checked and there are more than six, only the first six deductions in the list will be on the report.
  5. Unselect All
    1. Click this button to remove all checkmarks from the deduction selection box.
  6. Preview or print the report (see Report Preview, Print and Save Options)

By Vendor Code Deduction Report

This program will generate an employee deduction report for the vendor selected or for a group of deductions for the specified date range.

NAVIGATION: REPORTS menu > Deduction/Expense Reports > Deduction Reports >  By Vendor Code

  1. Vendor Number
    1. Enter or select a Vendor by Vendor Number or Name.
    2. This field may be left blank to include all vendors.
  2. Vendor Name
    1. If a Vendor was selected by Vendor Number, their name will be displayed.
    2. If a Vendor was not selected, enter or select a Vendor Name.
    3. Vendor name and number information may be left blank to include all vendors on the report.
  3. Deduction Group: Type in a group code that has been assigned to several deductions in the Deduction/Benefit Master.
    1. For Example:  If you have several Union Codes, in the deduction benefit master you may enter a group code of UNON for all of them.  Enter UNON as a Deduction Group code for the report.  The report will include information for all deduction codes that were setup with the UNON group code.
  4. Pattern Match: Enter part of the code information and then fill in the remainder with question marks.
    1. For Example:  If all your local tax codes begin with L then enter L???? to generate a report for all deduction/benefit codes beginning with L.
  5. Local Taxes Only
    1. Check this box if the report should only contain local tax information.  
    2. In the Deduction/Benefit Master, Local tax deduction codes should have Local Tax selected for their Category in order for this option to work.
  6. Date Range: enter or select the start/end date for the report range
  7. Report Type: click in one of the circles to select the level of detail for the report
    1. Summary
    2. Detail
      1. The Check Number and Pay Date output selections are available only when Detail is selected.
  8. Sort Order: click in one of the circles to select the sort order by:
    1. Employee Number
    2. Employee Name
  9. Print Full SSN: check the box to print the full social security number on the report
  10. Output Selections
    1. The default setting is for all of the output report options to be checked.
    2. Click in a box to remove the check mark(s) for any information you do not want on the report. Options are:
      1. Hours
      2. Gross Wages
      3. Deduction Gross
      4. Deduction Amount
      5. Check Number and Pay Date output selections are only available when the report type of Detail has been selected.
  11. Preview or print the report (see Report Preview, Print and Save Options)

By State Code Deduction Report

This program will generate a state withholding report by state.

NAVIGATION: REPORTS menu > Deduction/Expense Reports > Deduction Reports > By State Code

  1. State Code: Enter or select a state code for the report or leave blank to generate a report that includes all states that have been setup in the State Unemployment Tax Table.
  2. Date Range: enter or select the start/end date for the report range
  3. Report Type: click in one of the circles to select the level of detail for the report
    1. Summary
    2. Detail
      1. The Check Number and Pay Date output selections are available only when Detail is selected.
  4. Sort Order: click in one of the circles to select the sort order by:
    1. Employee Number
    2. Employee Name
  5. Output Selections
    1. The default setting is for all of the output report options to be checked.
    2. Click in a box to remove the check mark(s) for any information you do not want on the report. Options are:
      1. Hours
      2. Gross Wages
      3. Deduction Gross
      4. Deduction Amount
      5. Check Number and Pay Date output selections are only available when the report type of Detail has been selected.
  6. Print Full SSN: check the box to print the full social security number on the report
  7. Preview or print the report (see Report Preview, Print and Save Options)

Local Tax Report

This program will print a local tax report for Deduction/Benefit Codes that have a Category of PA Local WorkSite

NAVIGATION: REPORTS menu > Deduction/Expense Reports > Deduction Reports > Local Tax Report

  1. Deduction Code: Select a Deduction Code for the report or leave this field blank to generate a report that contains all deduction codes.
  2. Description: When a deduction code is selected its description will be displayed in this field.
  3. Date Range: enter or select the start/end date for the report range
  4. Sort Order: click in one of the circles to select the sort order by:
    1. Employee Number
    2. Employee Name
  5. Print Full SSN: check the box to print the full social security number on the report
  6. Employee: select a specific employee or leave blank for all.
  7. Preview or print the report (see Report Preview, Print and Save Options)

8/2023

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