PRINT SOC SEC AND MEDICARE RECONCILIATION REPORT
Use this screen to print a reconciliation report listing for each employee's paycheck within the selected date range, all employees' Social Security and Medicare eligible wages, the Social Security and Medicare liability on the Social Security and Medicare eligible wages, Social Security and Medicare Withheld, and any Social Security and Medicare differences. If a difference is printed for any employee, investigate it and make adjustments, if required. Some normal rounding differences can be expected, a maximum of $.01 per paycheck per employee.
Print this report after each payroll is posted, whenever the social security and/or Medicare Computed Employee's Withholding and Employee's Withholding from Earnings on the Federal Quarterly Payroll Tax Report do not agree, and as part of the Close Payroll Year process.
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Options
Use the options in this group box to specify the report that you want to print.
Report Type
Medicare
Select this check box for Medicare reporting.
Social Security
Select this check box for Social Security reporting.
Selection Ranges
Use this group box to select the taxable entity and the date range for which you wish to print the report.
Taxable Entity
Use these fields to enter taxable entity information.
Option
This field always displays One.
Start
Enter, or click 
to select, the taxable entity you wish to print on the report. This is a required field.
Date
Option
This field always displays Range.
Start
Enter, or click 
to select, the starting check date you want included on this report.
End
Enter, or click to select, the ending check date you want included on this report.
Both the Start date and the End date must have the same year. Also, the End date must be later than the Start date.
Report Options
1st Sort
Use this drop-down list to sort the report. With either selection, both the employee name and employee ID display on the report. Options include:
-
Employee Name — Select this option to sort by the employee's displayed name, as set up on the Manage Employee Information screen.
-
Employee ID — Select this option to sort by the employee's ID.