MPI_4207 Unknown PSD Audit Report

This help text contains specific information about the MPI_4207 Unknown PSD Audit report. It includes explanations about the Report Properties dialog pertaining to this report.

For more information, see The Report Properties Dialog.

Overview

The Unknown PSD Audit report is designed to assist you in identifying the Pennsylvania local tax districts and/or employees that were set up with the Unknown PSD 990000 as a temporary place holder during a specific date range.

The report is broken down into three sections:

  • The Company Audit section displays those companies and tax codes that had the unknown PSD code assigned during the specified date range.

The code is set in the [company] > Company Maintenance > Master Company Setup > Taxes tab > Tax Setup sub-tab > Default PSD Code field.

  • The Employee Audit section displays those employees that had the unknown PSD code assigned to one or more of their taxes.

The code is set in the [company] > Employees > [employee] > Taxes tab > Tax sub-tab > PSD Code field.

  • The History Audit section displays a detailed history by date of the taxes and amounts associated with the unknown PSD.

This section may also be run in summary by employee and code. For more information, see Subtotals/Breaks.

Date Selection

In the Report Properties dialog, click on the Date Selection tab. The system displays the Date Selection page.

As explained in Date Selection, you can use Override Dates  to select specific check date/process number combinations. Millennium® actually bases each report on one or the other: the date or the process number.

This report is based on the check dates within the specified date range. This report uses company-style default date ranges, which are:

  • Most Recent Pay Period
  • Current Month
  • Current Quarter
  • Year-to-Date
  • Override Dates
  • Quarters 1–4

Data Selection

In the Report Properties dialog, click on the Data Selection tab. The system displays the Data Selection page.

As explained in Data Selection, you can use this page to include company filters to narrow down the selected data for this report. However, you cannot create a filter for this particular report.

Subtotals/Breaks

In the Report Properties dialog, click on the Subtotals/Breaks tab. The system displays the Subtotals/Breaks page:

Figure 2-481: Subtotals/Breaks page

This report does not use groups or sorts.

By default, the History Audit section displays a detailed history by date of the taxes and amounts associated with the unknown PSD.

Select the Summary radio button under the Report Format area of this page to generate a summary by employee and code.

Additional Formulas

In the Report Properties dialog, click on the Additional Formulas tab. The system displays the Additional Formulas page:

Figure 2-482: Additional Formulas page

For more information about using additional formulas, see Additional Formulas.

This report does not include additional formulas.