PSA Payroll - Reports: How to match federal tax on Payroll Summary to Account Balance Report

How to match the federal tax on the Payroll Summary to Account Balance Report

  • The Payroll Summary combines the federal tax withheld for all pay items.
  • The Account Balance Report shows the detail of the tax withheld.
    • If an employee has multiple taxed pay items the Account Balance Report will show the tax for each pay item individually.
    • Use the check number on the Account Balance Report to match the individual line items to the summary amounts on the Payroll Summary Report.
  • The Ledger Distribution Report may also be helpful as it shows individual taxed items in a different way. 

The Payroll Summary shows the combined taxes for all pay items.
Payroll_Summary_Report.jpg

The account balance report shows the taxed amounts individually by pay item.
account_balance.jpg

The Ledger Distribution also shows the tax amounts by pay item.  
Ledger_distributions.jpg

 

 

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