Last modified by: Kevin Zimmer -

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
    • First 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 ColumnStatus
    • 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 ColumnRegion Of Employment
  • Click Add.


4. Sort

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


5. Saving
  • Scroll down below your table.
  • 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 Custom Report Name field.
  • Click Add a Bookmark.

  • 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.

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