Tax Payments Summary

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The Tax Payments Summary report in Zoho Payroll provides an overview of all tax payments made over a specified period. This report shows the amount paid for each tax type, along with the total amount of federal and state tax payments combined, helping you keep track of payroll tax obligations.

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Viewing Tax Payments Summary

To view your Tax Payments Summary report:

1. Go to Reports on the left sidebar.
2. Select Tax Payment Summary.
3. Use the date selector at the top of the page to choose the period you wish to analyze. Options include:
   • This Week
   • This Month
   • This Quarter
   • This Year
   • Previous Week
   • Previous Month
   • Previous Quarter
   • Previous Year
   • Custom

The report will display tax payment data for the selected period, showing each tax type and the corresponding payment amount.

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Tax Payments Summary Components

The report includes the following columns, providing a detailed view of tax payments:

Component	Description
Tax Name	Lists the names of each tax included in the report, such as Federal Income Tax, Medicare, State Taxes, etc.
Amount ($)	The total amount paid for each tax during the selected period.

Additionally, the report provides a summary at the bottom:

• Total Amount Paid (Federal + State): The combined total amount of federal and state tax payments made during the selected period.

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Exporting Tax Payments Summary

You can export the Tax Payments Summary report for further analysis or record-keeping. Available export formats include:

• PDF
• XLS

To export the Tax Payments Summary report:

1. Go to Reports on the left sidebar.
2. Click Tax Payment Summary.
3. Click the Export as dropdown at the top right corner of the page.
4. Choose your preferred format for exporting.
5. If you want to protect the exported file with a password, check the Protect this file with a password option and enter a password with at least 6 characters.
6. Click Export to download the report.