to fill the table window with the records you selected.Use this screen to access the audit trail that is maintained for the Manage Employee Taxes screen in Costpoint Employee. This screen displays all payroll-related tax information set up on the Manage Employee Taxes screen. In addition, the screen displays information specifying by whom and on what date modifications were made to the record.
Use this screen whenever you need to review changes made to the Employee Taxes table. Manage Employee Taxes information must already exist; only modifications made when the Employee Taxes check box is selected on the Configure Payroll Settings screen are displayed.
Use this group box to select the parameters pertaining to the records you want to review. You can select records for review based on the types of transactions, the employee whose record was changed, the user who made the modifications, and/or the date of any modifications. After you have made your selections, click to fill the table window with the records you selected.
Use this group box to select which type of transactions to include when selecting records to be displayed in the retrieved records table.
Select this check box to include records that are Add transactions.
Select this check box to include records that are Delete transactions.
Select this check box to include records that are Update transactions.
Use this group box to select which employee's records to include in your review. You can also elect to review only the modifications made by a single Costpoint user.
Enter, or click 
to select, the ID for the employee whose records you want to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes all employees in the search.
Enter, or click to select, the ID (Costpoint login ID) for the user who is responsible for the modifications you want to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes records regardless of who made the modifications.
Enter, or click 
to select, the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, Costpoint includes records regardless of when the modifications were made. The format for date is MM/DD/YYYY.
This field displays the transaction type for this row. The types are:
A — Add transaction
D — Delete transaction
U — Update transaction
This non-editable field displays the employee ID for the employee whose record was modified.
This non-editable field displays the name that corresponds to the employee ID related to this transaction.
This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.
This non-editable field displays the date on which the modifications took place for this transaction.
This non-editable field displays the pay cycle code that is assigned to the employee as of the transaction date/time.
This field displays the Tax Service Group ID to which the employee is assigned. This field is used to group the employee for tax reporting purposes.
If this check box is selected, the employee referenced in this transaction is covered under a retirement plan for W-2 reporting purposes as of the transaction date/time.
If this check box is selected, the employee referenced in this transaction is a nonresident alien as of the transaction date/time.
This non-editable field displays the state where the taxable entity is located.
This non-editable field displays the employee's federal filing status, such as S (Single) or M (Married), as of the transaction date/time.
This non-editable field displays the employee’s federal withholding override amount (in lieu of the Costpoint-calculated amount withheld) as of the transaction date/time.
This non-editable field displays the number of federal tax exemptions claimed on Form W-4 by the employee as of the transaction date/time.
The field displays the percentage for the related tax that overrides the system-calculated amount. Costpoint uses this amount each pay period.
This method is not supported by IRS W-4 and Deltek assumes no liability if it is used.
This non-editable field displays any additional federal tax amount the employee elected to withhold, above the Costpoint-calculated amount as of the transaction date/time.
If this check box is selected, the employee is subject to Social Security Payroll Tax as of the transaction date/time.
If this check box is selected, the employee is subject to Medicare Payroll Tax as of the transaction date/time.
If this check box is selected, the employee is exempt from Federal unemployment tax as of the transaction date/time.
If this check box is selected, the employee is prohibited from editing his W-4 information in Deltek Employee Self Service as of the transaction date/time.
This non-editable field displays the employee's Advance EIC Filing Status as of the transaction date/time. The filing statuses are:
None
Married Without Spouse Filing
Single or Head of Household
Married with Both Spouses Filing
This non-editable field displays the employee’s Advance EIC override amount as of the transaction date/time.
This non-editable field displays the employee's SUTA state as of the transaction date/time.
If this check box is selected, the employee has unemployment insurance coverage for the specified SUTA State.
This non-editable field displays the employee's withholding state as of the transaction date/time.
This non-editable field displays the number of dependent credits claimed by the employee as of the transaction date/time.
This non-editable field displays the number of state tax exemptions claimed by the employee as of the transaction date/time.
This non-editable field displays the number of state tax credits claimed by the employee as of the transaction date/time.
This non-editable field displays the employee’s state tax withholding override amount as of the transaction date/time.
This non-editable field displays the employee’s state tax withholding override percent as of the transaction date/time.
This non-editable field displays the employee's state filing status as of the transaction date/time.
This non-editable field displays the employee's additional state tax withholding amount as of the transaction date/time.
If this check box is selected, the employee was exempt from Nebraska's minimum withholding rule as of the transaction date/time.
This check box is selected if the taxable wages will be reduced by the veteran exemption amount. This check box is applicable only if the withholding state is PR (Puerto Rico).
This check box is selected if the taxable wages will be reduced by the special deduction amount. This check box is applicable only if the withholding state is PR (Puerto Rico.
This non-editable field displays the employee’s first local withholding code as of the transaction date/time.
This non-editable field displays the employee's Local 1 filing status as of the transaction date/time.
This non-editable field displays the number of Local 1 tax exemptions claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 1 dependent credits claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 1 tax credits claimed by the employee as of the transaction date/time.
This non-editable field displays the employee's Local 1 override amount as of the transaction date/time.
This non-editable field displays the employee's Local 1 additional withholding amount withheld as of the transaction date/time.
This non-editable field displays the employee’s second local withholding code as of the transaction date/time.
This non-editable field displays the employee's Local 2 filing status as of the transaction date/time.
This non-editable field displays the number of Local 2 tax exemptions claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 2 dependent credits claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 2 tax credits claimed by the employee as of the transaction date/time.
This non-editable field displays the employee's Local 2 override amount as of the transaction date/time.
This non-editable field displays the employee's Local 2 additional withholding amount as of the transaction date/time.
This non-editable field displays the employee's third local withholding code as of the transaction date/time.
This non-editable field displays the employee's Local 3 filing status as of the transaction date/time.
This non-editable field displays the number of Local 3 tax exemptions claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 3 dependent credits claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 3 tax credits claimed by the employee as of the transaction date/time.
This non-editable field displays the employee's Local 3 override amount as of the transaction date/time.
This non-editable field displays the employee's Local 3 additional withholding amount as of the transaction date/time.
This non-editable field displays the employee's fourth local withholding code as of the transaction date/time.
This non-editable field displays the employee's Local 4 filing status as of the transaction date/time.
This non-editable field displays the number of Local 4 tax exemptions claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 4 dependent credits claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 4 tax credits claimed by the employee as of the transaction date/time.
This non-editable field displays the employee's Local 4 override amount as of the transaction date/time.
This non-editable field displays the employee's Local 4 additional withholding amount as of the transaction date/time.
This non-editable field displays the employee's fifth local withholding code as of the transaction date/time.
This non-editable field displays the employee's Local 5 filing status as of the transaction date/time.
This non-editable field displays the number of Local 5 state tax exemptions claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 5 dependent credits claimed by the employee as of the transaction date/time.
This non-editable field displays the number of Local 5 tax credits claimed by the employee as of the transaction date/time.
This non-editable field displays the employee's Local 5 override amount as of the transaction date/time.
This non-editable field displays the employee's Local 5 additional withholding amount as of the transaction date/time.
Alaska
California
Iowa
Indiana
Massachusetts
Michigan
Minnesota
Missouri
New Mexico
Washington
Virgin Islands
Pennsylvania
Wyoming
This non-editable field displays the employee’s Alaska primary work site geographic code as of the transaction date/time.
This field displays the employee's Alaska occupational code as of the transaction date/time.
Enter the seasonal designator (optical) code.
This non-editable field displays the employee’s California unemployment insurance and disability insurance plan code as of the transaction date/time.
If this check box is selected, the employee is a company owner.
This field displays the employee’s Employee/Employer Relationship code entered on the Manage Employee Taxes screen.
0-Worker/Employer - Code 0 indicates that there is no relationship between the worker and the employer. Most workers will fall into this category.
1-Owner or Officer - Code 1 indicates that the worker is also an owner or officer of the business.
2-Spouse of Owner or Officer - Code 2 indicates that the worker is a spouse of an owner or officer of the business.
3-Parent/Grandparent of Owner or Officer - Code 3 indicates that the worker is a parent or grandparent of an owner or officer of the business.
4-Child of Owner or Officer - Code 4 indicates that the worker is a child under 18 years of age of an owner or officer of the business.
5-Sibling of Owner or Officer - Code 5 indicates that the worker is a sibling of an owner or officer of the business.
6-Board Member - Code 6 indicates that the wages reported are for a board member of the business.
This field displays the worksite number as of the transaction date/time.
If this check box is selected, the employee was employed no longer than 28 consecutive calendar days on a test or trial basis as of the transaction date/time.
This field displays the Pennsylvania residence political subdivision code.
This field displays the political subdivision code that is assigned to this employee's work location
This field displays the employee's class code as of the transaction date/time. Valid class code options are:
C — Corporate Officer
I — Inmate Worker
J — Job Training Program Act (JTPA) Worker
P — Partner
S — Sole Proprietor
V — Volunteer
W — Welfare
I — Independent Contractor
N — No Class Code
If the WY Class Code is C (Corporate Officer), this non-editable field displays the employee's corporate officer ID as of the transaction date/time. Valid options are:
P — President
V — Vice President
S — Secretary
T — Treasurer
O — Other
N — None
This non-editable field displays the coverage type to which the employee was subject as of the transaction date/time. If the employee was subject to both unemployment and workers' compensation, this field displays B (Both). Valid options are:
U — Unemployment Only
W — Workers Compensation Only
B — Both
N — None
This field displays the employee's U.S. citizenship status as of the transaction date/time. This is used to report the U.S. citizenship status of the employee when reporting Virgin Islands SUTA information to Ceridian Tax Services (CTS). Valid settings are:
None
U.S. citizen
Non-citizen with permanent residence ID card issued by USINS
Alien holding temporary or indefinite work permit
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Subtask |
Description |
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Multi State Tax Inquiry |
Click this link to view information from the Multi-State Taxes subtask of the Manage Employee Taxes screen. |