Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

How to create a Payroll YTD Summary of Earnings, Deductions, EE Taxes and ER Taxes too.

(0) ShareShare
ReportReport
Posted on by 5

Need one report to show all EE's earnings, Deductions, Taxes EE and ER taxes too.  Ok if it doesn't have ER Taxes.

  • Suggested answer
    Bradley Gehrls Profile Picture
    on at
    RE: How to create a Payroll YTD Summary of Earnings, Deductions, EE Taxes and ER Taxes too.

    Hello Terry,

    I was able to do some further research and you would need to also use the following tables to pull the codes for Earnings, Taxes and Benefit

    Benefits:

    HCMBENEFIT

    HCMBENEFITPLAN

    Taxes

           PAYROLLTAXCODE

    Earnings:

           PAYROLLEARNINGCODE

    There are two fields in the PAYROLLPAYSTATEMENTLINE that you can use to determine if a Benefit is Employee or Employee and to determine if a Tax is EE or ER.  They are ISEMPLOYER for benefits and ISEMPLOYERTAX.  Hope this helps.

    Brad

  • Bradley Gehrls Profile Picture
    on at
    RE: How to create a Payroll YTD Summary of Earnings, Deductions, EE Taxes and ER Taxes too.

    Hello Terry,

    I understand that you are looking for a report that shows all the payroll codes summary.  There is no report that exists like this currently, the best option would be to create your own report.  You could use the following tables to start building your report.  

    PAYROLLPAYSTATEMENT

    PAYROLLPAYSTATEMENTLINE

    This would give you the Gross and Net for each pay statement and the payroll code break down,  You could do some sort of sum on this report to get what you are looking for.  All these items come from different reports in the system.

    Thanks,

    Brad

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,017 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Product updates

Dynamics 365 release plans