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 the IQ.
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, refer to 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. The running of these queries assumes that the setup of the Locations is State based.
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 the wildcard (%)*.
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 the wildcard (%)*.
DefaultLocation - enter a specific Location or use the wildcard (%)*.
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 the wildcard (%)*.
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
If one of the errors below appears when running any of the Payroll Tax IQs, it could be because the associated exe was not run.
'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.
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.