Employee Tax Settings

What: View employee tax exemption and additional tax settings by their region of employment.

Base Report: Employee Tax and Compensation

1. Layout

• Click Layout to hide columns which we are not needed in this report.
• Uncheck all the columns except the following:
  • Employee Code
  • Last Name
  • Legal Name
  • Region of Employment
  • Department Name
  • Federal TD 1
  • Provincial TD 1
  • Additional Tax Type Deduction
  • Additional Tax Type
• Click OK.

You can, of course, choose to leave any of the other columns visible for your report.

2. Filter

• Click Filter so we can isolate the Active employees only.
• Use the following settings:
  • Filter Column: Status
  • Comparison: =
  • Value: Active
• Click Add.

• Note that when using the = operator for the Comparison field, the value entered must exactly match (both spelling and format) the criteria you are looking for.

3. Group

• Click Group so we can organize our report by department.
• Use the following settings:
  • Grouping Column: Region Of Employment
• Click Add.

4. Sort

• Use the Sort button to order the employees in each department alphabetically.
• Use the following settings:
  • Data Column: Last Name
  • Order Direction: Ascending
• Click Add.

• If this report is to be viewed by only the report creator, check off Private Report.
• Click Save As.
• Enter the desired report name in the Report Name field.
• Click Save.

 

• Your report is now saved. Next time you go under the Reports tab of the main menu, your report will appear in the report listing table.