Payroll Report Taxes by Paycheck

Question

Hi everyone, I’m hoping someone might have a solution or suggestion on the Taxes by Paycheck report. (It probably does not matter, but the Acumatica version is 2023 R1, build 23.103.0013)

Working with my client, we built 2 templates utilizing Additional Sorting and Filtering.

1 template lists the detail for all paygroups that start with “EB” correctly.

1 template lists the detail for all paygroups that start with “JT” correctly.

The Totals page is identical for both runs; therefore, the totals page does not adhere to the Additional Sorting and Filtering.

Does anyone have any suggestions?

Doug Johnson · Accepted Answer

@amyj03The issue you describe above is expected. Let me explain …The Taxes By Paycheck report (PR.64.10.70) contains multiple sections: a detail section followed by 2 sub-reports. I opened the Acumatica Report Designer to figure this out …Editing the Taxes By Paycheck report in the Report DesignerThe detail section (main part of the report) changesto reflect the criteria you enterinto the Additional Sort and Filters tab, but the sub-reports do not.Added filtering condition to show Weekly/Hourly paychecks only (monthly/salaried excluded)IssueSub-reports operatecompletely independently of the main report, including any Additional Sort and Filtering criteria, so the results of the sub-report did not change.Results of sub-report are the same, regardless of how the report is filteredSo what can be done?The report and sub-report can be updated to include the Pay Group as a Report Parameter.The Report Parameters can be passed from the main report to the sub-report so your totals section will be consistent with your details section.Add a new parameter and change both the main report and sub-reports to use this parameterThis change can be done by somebody with detailed knowledge of the Report Designer.

amyj03 · Answer

Awesome Doug!Many thanks to you and the Acumatica support team!Your presentation of the screenshots and notes make it perfect for me to hand to our report writer(s).Have a blessed day everyone.