To use the IQ Payroll Tax Reports, you first need to:
Download and unzip the Payroll Tax IQ zip files to your desktop.
Run the PayrollTaxIQs.exe file.
Import the XML files into IQ.
In addition, the IQ reports use the components selected in Payroll Tax. You need to set these up before you can run the reports. Payroll Tax is located in Payroll, Maintenance, Payroll Tax. For more information, see Payroll Tax Wages Report.
There are three Payroll Tax IQ Reports:
PTAXCA - Payroll Tax Report - Transaction Cost Account
PTAXEMP - Payroll Tax Report - Employee
PTAXLO - Payroll Tax Report - Transaction Location
Choose the one that best suits your needs. These queries assume that the setup of the locations is State based.
Import the IQs
Go to Common, IQ.
Click Import.
Enter or browse to the location where the XML files were extracted to and select the XML to import.
Click Import.
Payroll Tax Report - Transaction Cost Account
Go to Common, IQ.
Double-click on PTAXCA - Payroll Tax Report - Transaction Cost Account.
In the Modify Enquiry Parameters Values window, enter the required parameters:
CostAccount - enter a specific Cost Account or use wildcards.
DateFrom and DateTo - enter the date range.
Percent - enter the Payroll Tax Percent.
TaxCode - enter the Payroll Tax.
Threshold - enter the value, if applicable.
Click OK to run the IQ Query.
Payroll Tax Report - Employee
Go to Common, IQ.
Double-click on PTAXEMP - Payroll Tax Report - Employee.
In the Modify Enquiry Parameters Values window, enter the required parameters:
DateFrom and DateTo - enter the date range.
DefaultCostAccount - enter a specific Cost Account or use wildcards.
DefaultLocation - enter a specific Location or use wildcards.
Percent - enter the Payroll Tax Percent.
State - Enter a State.
TaxCode - enter the Payroll Tax.
Threshold - enter the value, if applicable.
Click OK to run the IQ Query.
Payroll Tax Report - Transaction Location
Go to Common, IQ.
Double-click on PTAXLO - Payroll Tax Report - Transaction Location.
In the Modify Enquiry Parameters Values window, enter the required parameters:
DateFrom and DateTo - enter the date range.
Location - enter a specific Location or use wildcards.
Percent - enter the Payroll Tax Percent.
State - Enter a State.
TaxCode - enter the Payroll Tax.
Threshold - enter the value, if applicable.
Click OK to run the IQ Query.
Wildcards
The use of wildcards is dependent upon the setup of Locations and Cost Accounts.
For example:
%A% in Location returns all locations with an A anywhere in the description.
%1 in Cost Account returns all Cost Accounts that end in 1.
A% in Location returns all locations that start with an A.
Errors
The errors below may appear when running any of the Payroll Tax IQs if the PayrollTaxIQs.exe hasn't been run on the database.
'Invalid object name 'dbo._udipfnPayrollTaxCost'
There was a problem running the IQ. Please restart MicrOpay and try again.
IQ Error: Invalid column name 'iPayrollTaxID'
Ensure that the exe in the PayrollTaxIQs.zip file has been run.
Additionally, you can receive the error 'There was a problem running the IQ. Please restart MicrOpay and try again' if the parameters are incorrectly entered. Review the below:
TaxCode, CostAccount, DefaultLocation, DefaultCostAccount, State and Location need to match the existing codes in maintenance.
E.g. If the Payroll Tax code is NSWPT, then entering PTNSW in the IQ will result in the error.
If using wildcards, the entered part of the code needs to match.
E.g. If you enter X% as the location, you will receive the error if none of your locations start with X.
Dates (DateFrom and DateTo) need to be entered in the correct format, dd/mm/yyyy.