Tax Exempt employee report

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KevinY
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Posts: 6
Basic Member

    Our ER department wants a double check in place to make sure they code some of our Law Enforcement employees as being exempt for SS.  I've been exploring with Add-Ins to see if we can get a report that meets requirements using that tool.  It seems easy enough to grab the appropriate employees by Process Level and Department, and get the appropriate deduction codes.  However, I'm trying to use DEDUCTION.TAX EXEMPT.FLG to identify which (if any) employees were the Tax Exempt Code is blank (No). 

    I'm not sure what kind of a selection criteria I would put in to identify an employee who is not coded as exempt.  I've tried "No" "0" and "Null", but the DEDUCTION.TAX EXEMPT.FLG field is blank for all employees.  The valid entries for this field on PR13 are No; Yes, Exempt both tax and wage, and; Yes, exempt tax only.

    Any ideas?

    Phil Simon
    Veteran Member
    Posts: 135
    Veteran Member

      Hey Kevin

      I wouldn't go the Add-ins route.  I would write a basic Crystal or Access report against EMPLOYEE and EMDEDMASTR, with the latter being an outer join.  You'll have to filter on employee status and EMDEDMASTR.END_DATE but it shouldn't take more than a few minutes.

       

      Phil Simon

      phil@philsimonsystems.com

       

      Phil Simon http://philsimonsystems.com/ phil@philsimonsystems.com
      stephanie
      Veteran Member
      Posts: 330
      Veteran Member

        Hi Kevin - is your organization possibly using BSI codes to flag those who are exempt from SS?  We have the same type of population here and in order to stop the SS automatically, we have a BSI code set up, since SS and medicare actually don't display on PR13. Otherwise, without the BSI code, if you use any part of tax locator for federal taxes, your users have to go and disable the deductions and the errors are a pain (<<<<

        KevinY
        Basic Member
        Posts: 6
        Basic Member
          Thank you both for your responses. Stephanie -- I'll ask ER about BSI.