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State Tax Analysis
Function
For those organizations that withhold State taxes for multiple States, this will supply reports summarizing taxable wages by State for the current period, Monthly totals, Quarter to Date, and Year to Date. These reports can be useful in supplying the detail for various State tax reporting needs.
Things You Should Know
Operating Procedures
Month Ending: The current month end will be displayed.
Include SSN#: Check this box to include SSN# on report.
Edit State Wages/Withholding tab: This step allows you to edit the State Tax Analysis for a specific employee(s). An example of a need for editing information would be if an employee moved from one State to another, and the appropriate change had not been made to the State field on the Payroll and Compensation tab of the Employee File.
Note: Once an employee number is entered the grid will display all check dates for all jurisdictions.
The check date used for the edit record will determine whether or not the Monthly Totals, Quarter to Date totals, and Year to Date totals are affected. For example, if the current period is May, and the edit record is dated May, the effect will be seen on the Monthly, Quarter to Date, and Year to Date columns. If, however, the current period is May and the edit record is dated April, the effect will be seen only on the Quarter to Date and Year to Date columns. And accordingly, if the current period is May and the edit record is dated March, the effect will only be seen on the Year to Date columns.
Please be aware that as this information is being retrieved from the tables that
hold the W-2 information, as you edit this information you are having an effect on the W-2s that will be printed at the end of the year.
Employee: enter or select the Employee Code you wish to edit or you may skip this and select the Employee’s Name in the next field.
Name: If you did not enter an Employee Code you will need to enter or select the Employee’s Name you wish to edit, Last name first.
Code: enter the State code for which you are making the change.
Wages: enter the amount, if necessary, of the changes to the taxable State wages.
Tax Amount: enter the amount, if necessary, of the changes to the State taxes withheld.
Check Date: enter the check date for the payroll you are making the change. As stated above in the Edit section, the date you choose will determine which columns are affected by this entry.
PR: enter the payroll run # for this entry.
Enter: this will move you to the next line on the grid.
Should you wish to remove an entry on the grid, before the record is saved, double click on the appropriate line.
Save Edit: this will save your entry.
Print: used to print your report.
For those organizations that withhold State taxes for multiple States, this will supply reports summarizing taxable wages by State for the current period, Monthly totals, Quarter to Date, and Year to Date. These reports can be useful in supplying the detail for various State tax reporting needs.
Things You Should Know
- The information on these reports is prepared on a calendar year basis. The table formed for the State Tax Analysis is also used to print the state wage and tax information on the W2’s. It is very important, for those who withhold state taxes, that you proof this report every pay period.
- All employees will appear on the State Tax Analysis for reconciliation to other registers. If the class setup has an N under State for any class of employee at the time W2s are prepared, no state wages or taxes will be reflected on the W2.
- The wages printed on the State Tax Analysis will reflect gross less deferrals.
Operating Procedures
Month Ending: The current month end will be displayed.
Include SSN#: Check this box to include SSN# on report.
Edit State Wages/Withholding tab: This step allows you to edit the State Tax Analysis for a specific employee(s). An example of a need for editing information would be if an employee moved from one State to another, and the appropriate change had not been made to the State field on the Payroll and Compensation tab of the Employee File.
Note: Once an employee number is entered the grid will display all check dates for all jurisdictions.
The check date used for the edit record will determine whether or not the Monthly Totals, Quarter to Date totals, and Year to Date totals are affected. For example, if the current period is May, and the edit record is dated May, the effect will be seen on the Monthly, Quarter to Date, and Year to Date columns. If, however, the current period is May and the edit record is dated April, the effect will be seen only on the Quarter to Date and Year to Date columns. And accordingly, if the current period is May and the edit record is dated March, the effect will only be seen on the Year to Date columns.
Please be aware that as this information is being retrieved from the tables that
hold the W-2 information, as you edit this information you are having an effect on the W-2s that will be printed at the end of the year.
Employee: enter or select the Employee Code you wish to edit or you may skip this and select the Employee’s Name in the next field.
Name: If you did not enter an Employee Code you will need to enter or select the Employee’s Name you wish to edit, Last name first.
Code: enter the State code for which you are making the change.
Wages: enter the amount, if necessary, of the changes to the taxable State wages.
Tax Amount: enter the amount, if necessary, of the changes to the State taxes withheld.
Check Date: enter the check date for the payroll you are making the change. As stated above in the Edit section, the date you choose will determine which columns are affected by this entry.
PR: enter the payroll run # for this entry.
Enter: this will move you to the next line on the grid.
Should you wish to remove an entry on the grid, before the record is saved, double click on the appropriate line.
Save Edit: this will save your entry.
Print: used to print your report.