Costpoint Online Help

Contents of the Print Local Withholding Report Screen

Use the fields and options to configure the Print State Withholding Report screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Field Description
Taxable Entity

Enter, or click to select, the taxable entity for which you want to print this report. Establish taxable entity information on the Configure Company Information screen.

Payroll Year

Enter the four-digit payroll year for which you want to create this report.

Quarter

From the drop-down list, select the quarter for which you want to create quarterly report.

Check Date

Use these fields to enter a range of check dates to include on this report.

Field Description
Option

Use this drop-down to select the range for the check dates. Valid options are:

  • One
  • Range
Start

Enter, or click to select, the starting check date to include in this report. The system date format is MM/DD/YYYY.

End

Enter, or click to select, the ending check date to include in this report. The system date format is MM/DD/YYYY.

Locality

Use these fields to enter a range of localities to include on this report.

Field Description
Option

Use this drop-down list to select a range of withholding localities. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled.

Start

If your range selection is One, Range, or To End, enter, or click to select, the withholding locality with which you wish to start printing.

End

If your range selection is Range or From Beginning, enter, or click to select, the withholding locality with which you wish to end printing.

Sort By

Use the options in this group box to select the sort options for printing the report.

Field Description
1st Sort

The only option available at this time is State Code.

2nd Sort

The only option available at this time is Locality Code.

3rd Sort

The only option available at this time is Employee Name.