Employee Tax Summary

Report the income and tax paid by the employee.

An Employee Tax Summary shows the employee's income and the tax paid by the employer for a tax year. Use the Employee Tax Summary to find out if an employee has overpaid and is due a refund or underpaid and needs to pay an additional amount.

Printing an employee tax summary

1. Open Connect Payroll > Reports > Employee Tax Summary.

2. Use the Title menu to select the report definition.

3. Use the section titled Report Dates to select the report date range.

4. Click Print (CTRL+P).

The report prints.

Printing an employee tax summary for terminated employees

1. Open Connect Payroll > Reports > Employee Tax Summary.

2. Use the Title menu to select the report definition.

3. Use the section titled Report Dates to select the report date range.

4. Click to select the checkbox titled Include Terminated Employees.

A terminated employee is an employee who has a date recorded in the Termination field in the employee's record. Conditions: (1) The termination date must occur before the report date range, and (2) the employee record must include amounts.

5. Click Print (CTRL+P).

The report prints.