EAH-TaxBalance-View Quick Start Guide

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Overview


This view contains YTD, QTD and MTD payroll tax balances by employee, calendar and fiscal year for employees who receive a W-2.

One row per employee per tax element per month for calendar month and fiscal month.


Steps to Take


Fields that make up the primary key:

  • Employee ID
  • Balance Type Code
  • Balance Tax Code
  • Balance Year
  • Balance Quarter
  • Balance Period
  • Balance Tax State Code
  • Balance Tax Locality Code
  • Balance Tax Tax Class

Key Fields to use as filters: