How can I combine more than one tax, pay, deduction or fringe into a single box on a W-2 or T4?

You must modify the deduction, fringe, tax or pay IDs in these formula examples to reflect the correct IDs used by your company.

You can adapt any of the YTD LOCAL TAX formula to reflect prior year totals. See the example templates below.

In order to use a formula on W-2s, the formula must be a Public formula and must include fields from the PR - Employee record.

For details on how to create a new formula in Payroll, select the appropriate link below.

The record needed to pull the associated field is denoted in brackets ([ ]). For example, the field YTD Tax [PR Employee Tax] will be found on the Employee Tax record.

Formula ID

Formula

Notes

YTD Tax

LOOKUP (YTD Tax [PR Employee Tax], Employee [PR Employee], 3, "SALEM") + LOOKUP (YTD Tax [PR Employee Tax], Employee [PR Employee], 3, "PORTLAND"), and so on

The number 3 represents a tax level: 1 = Federal, 2 = State, 3 = City, or Local
 In this example, "SALEM" and "PORTLAND" are the local Tax IDs.
 You must modify the local Tax IDs to match the your company local Tax IDs.

Prior Year Tax

LOOKUP (Prior year Tax [PR Employee Tax], Employee [PR Employee], 3, "SALEM") + LOOKUP (Prior year Tax [PR Employee Tax], Employee [PR Employee], 3, "PORTLAND"), and so on.

The number 3 represents a tax level:

1 = Federal, 2 = State, 3 = City, or Local


In this example, "SALEM" and "PORTLAND" are the local Tax IDs.
 You must modify the local Tax IDs to match the your company local Tax IDs.

YTD Pay

LOOKUP (YTD Pay [PR Employee Pay], Employee [PR Employee], 3, "BONUS") + LOOKUP (YTD Pay [PR Employee Pay], Employee [PR Employee], 3, "BONUS2"), and so on.

Where 3 represents the Pay Type:

1 = Regular, 2 = Overtime, 3 = Other, 4 = Reimbursement, 5 = Accrual
I

n this example, "BONUS" and "BONUS2" are the actual Pay IDs.

Prior Year Pay

LOOKUP (Prior year Pay [PR Employee Pay], Employee [PR Employee], 3, "BONUS") + LOOKUP (Prior year Pay [PR Employee Pay], Employee [PR Employee], 3, "BONUS2"), and so on.

Where 3 represents the Pay Type:

1 = Regular, 2 = Overtime, 3 = Other, 4 = Reimbursement, 5 = Accrual

In this example, "BONUS" and "BONUS2" are the actual Pay IDs

Prior Year Deduction

LOOKUP (Prior Year Dedction [PR Employee Deduct], Employee [PR Employee], "401K") + LOOKUP (Prior Year Dedction [PR Employee Deduct], Employee [PR Employee], "401KADMIN")

In this example, "401K" and "401ADMIN" are the the Deduction IDs.

Prior Year Fringe

LOOKUP(Prior Year Fringe [PR Employee Fringe], Employee [PR Employee], "PENSION") + LOOKUP(Prior Year Fringe [PR Employee Fringe], Employee [PR Employee], "PENSION2")

In this example, "PENSION" and "PENSION2 are the Fringe IDs.