Payroll, Taxes and Filtering help needed.

Question asked by petek157 on Apr 27, 2011
Latest reply on Sep 2, 2011 by mazirrakhan

Title

Payroll, Taxes and Filtering help needed.

Post

Hello,

Ive racked my brains on this as long as I can handle with out throwing my computer out the window.

What I am trying to do is set up a payroll system.  What I have so far is an employee table with employee and pay info, and a labor table where I am entering daily time reports. And a payroll summary report listing all information about a given pay day record (pay date, employee, gross pay, taxes withheld from employee, taxes paid by employer etc.)

I have everything working to the point of having to start figuring payroll taxes.  If anyone is familiar with quickbooks, I am working on a Payroll Summary that I can filter using dates.  I have that all working, again to the point of figuring payroll taxes.

My main issue is how payroll taxes are figured.  For example, Unemployment insurance is say 10% of employees gross pay. BUT there is an annual \$9000.00 gross pay limit.  Meaning that we are only liable to pay 10% on the first \$9000.00 that the employee makes for the year and we dont pay anymore for the remainder of the current year for that employee. I think that I have a calc that will do this but I cant figure out a part of the calc.

Im trying to figure out how to sum up the employees gross pay for the current year automatically so every year I dont have to manually change to the new year.  I tried using a portal in the employee table listing the employees pay days filtering the portal manually with a = 2011 filter.  It works to only list the pay information from 2011 but when I put in a employee::sumfield outside the portal it sums all of the pay items (2010,2011,and a test date with 2012).

To sum up I want to:
Enter an employes time. (works)
Have all of the taxes figured keeping in mind that there are annual limits. (not working)
Use a list report to "Find" payroll information based on different criteria Dates, Jobs, Employees etc. (Kinda working. Can probably figure out once I have the tax portion working).

I am obviously going to keep working on this hopeing to figure it out myself, but in the mean time if anyone has some guidance for me I would really appreciate it.