The PCB withholding report shows a breakdown of the withholding tax (both withholding and clearance) withheld per month for a specified date range or pay run.
The report is available via the 'Reports' tab on the payroll dashboard.
The data can be filtered as follows:
- Date Range: There are multiple frequencies to choose from as well as a 'custom range'. Remember that report results are based on PERIOD END DATE. Additionally, if you want to select a specific pay run instead of a date range, you can change to that filter by clicking the toggle button:
- Employing entity: This option will only appear if the business has more than one employing entity set up. The default selection here is 'All'.
- Group by: Here you can select either 'Earnings location' or 'Employee default location'. If 'Employee default location' is chosen the data will be assigned to the employee's primary location (listed on their employee file > pay run defaults page), regardless of which location the employee worked.
- Earnings location/employee default location: The filter type displayed here depends on the 'Group by' selection you made above. Here, you are able to specify a particular location to report on.
Once you have entered the required details, clicking on 'Run Report' will generate a web view of the report.
The report contains more than just tax withheld amounts for the selected period. Extra information has been provided here to easier assist reconciling this report with other payroll reports. An explanation of each header is as follows:
- Month: Even if you have selected a quarterly, annual or other custom date range, the figures will be displayed on a per month basis. Data is recorded based on the period end date of the pay run;
- Reporting location: The data is reported per location based and may vary depending on whether you have chosen to report by earnings location or employee default location;
- Gross earnings: These are all pay earnings for the date range/pay run period;
- Tax exempt earnings: This will refer to earnings that are PCB exempt. The setting to make pay categories PCB exempt is accessed via the Payroll settings > Pay categories page;
- Pre-tax deductions: Any deduction that has been configured to be pre-tax via the Payroll settings > Deduction categories page will be included here;
- BIK taxable: Any benefits in kind that has been configured to be taxable via the Employee file > Pay run inclusions page will be included here;
- BIK tax exempt: Any benefits in kind that has been configured to be tax exempt via the Employee file > Pay run inclusions page will be included here;
- Taxable earnings: This will refer to earnings that are configured to be taxable, ie any pay category that does not have the 'PCB exempt' box ticked on the Payroll settings > Pay categories page;
- PCB withheld: This includes PB and PCB adjustments in pay runs for employees, and any tax adjustments that have been set up via the Employee file > Pay run inclusions page.
You can choose to export this report into CSV, Excel or PDF format.
You can easily access the report filter and download button whilst scrolling through the report via a sticky filter, without having to scroll back to the top of the page. The sticky filter buttons will appear on the top right-hand side of the report when you scroll down the report:
Using this sticky filter, you can choose to change the filter parameters by clicking on the 'Filter' button and making the changes then clicking the 'Update' button. You also have the option to clear the filter completely to default by clicking the 'Clear filters' option at the bottom right-hand side of the sticky filter.