The Tax Register Report shows all tax-related information and tax-related balances for current and terminated employees. It reports on processed assignments with balance values to display for the tax year.

The Tax Register Report prints the tax status and tax directive values retrieved from the run result values. This information is printed in the header of the report. The total tax value is printed in the body of the report, and is calculated by adding the value of the Tax balance to the value of the Tax on Lump Sums and Voluntary Tax balances.

You run the Tax Register Report from the Submit Requests window.

   To run the Tax Register Report:

1. In the Name field, select Tax Register Report.

2. Select the name of the payroll in the Parameters window.

3. Select the payroll period.

   Your effective date is used to default the pay period, but you can override this.

4. Select which assignments you want to include in the report. If you select All, the report will include active and terminated assignments.

5. Use the Specific Assignment parameter to produce a tax register for one assignment only.

   Note: If you choose a processed assignment with no balance values, the report will print no data found.

   The assignments you see here depend on which assignments you choose to include in step 4.

6. Select whether you want to print PTD, print MTD and print YTD.

7. Select the sort order for the report.You can choose to sort by Full Name, Employee Number and Assignment Number.

8. Select whether you want to generate a detail report. Choose Yes to print balance values per assignment. Choose No to print grand totals only for the selected payroll.

9. Choose the Submit button.

   To run the BI Publisher technology based Tax Register Report:

1. In the Name field, select Tax Register Report Archiver.

2. In the Parameters window, select the legal entity. This report shows applicable information for all payrolls in the selected legal entity.

3. Select the name of the payroll to run the report for a particular payroll only. In case, you do not select a payroll, this report shows the applicable information for all payrolls in the selected legal entity.

4. Select the effective date. The application uses your system effective date, but you can override this.

5. The remaining parameters are similar to those used for the Tax Register Report. The Tax Register Report Archiver spawns the Tax Register Report(XML). You can obtain the report output from "View Output" of Tax Register Report(XML).

   Note: You can run this report in multiple threads by choosing the number of threads in Action Parameters to attain a better performance.