HRMS › Payroll
Year to Date
What every tax rule actually reads: the wage bases, the thresholds and the limits are all year-to-date questions.
Where to find it
Address in the console: /hrms/ytd-balances
List · 11 columns
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| ID | Code | employee_no |
| Employee | Text | employee_name |
| Year | Number | tax_year |
| Gross | Amount | gross_pay |
| Taxable | Amount | fit_wages |
| Federal | Amount | fit_withheld |
| SS wages | Amount | ss_wages |
| SS | Amount | ss_withheld |
| Medicare | Amount | medicare_withheld |
| State | Amount | sit_withheld |
| Net | Amount | net_pay |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.