Tax Summary

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The Tax Summary Report in Zoho Payroll provides an overview of tax-related contributions made by employees and employers over a specified period. This report helps you track the taxes withheld and contributed, along with a summary of paid employees and subject wages.

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Viewing Tax Summary Report

To view your Tax Summary report:

1. Go to Reports on the left sidebar.
2. Select Tax 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 data for the selected period, including details on employee and employer contributions for each tax.

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Tax Summary Report Components

The report includes the following components, providing a detailed view of tax contributions:

Component	Description
Tax Name	Lists the names of each tax included in the report, such as Federal Income Tax, Medicare, etc.
Employees’ Contribution	The total amount contributed by employees towards each tax during the selected period.
Employer’s Contribution	The total amount contributed by the employer towards each tax during the selected period.
Total Contribution	The combined total of employee and employer contributions for each tax.

In addition to these columns, the report also displays:

• Total Paid Employees: The number of employees who received pay during the selected period.
• Total Subject Wages: The total wages subject to taxes for the selected period.

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Exporting Tax Summary Report

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

• PDF
• CSV
• XLS or XLSX

To export the Tax Summary report:

1. Go to Reports on the left sidebar.
2. Click Tax 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.