Select this check box to include records that are Add transactions.

Select this check box to include records that are Delete transactions.

Select this check box to include records that are Update transactions.

Enter, or click to select, the ID for the employee whose records you want to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes all employees in the search.

Enter, or click to select, the ID (Costpoint login ID) for the user who is responsible for the modifications you want to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes records regardless of who made the modifications.

Enter, or click to select, the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, Costpoint includes records regardless of when the modifications were made. The format for date is MM/DD/YYYY.

• This field displays the transaction type for this row. The types are:
• A: Add transaction
• D: Delete transaction
• U: Update transaction

This non-editable field displays the employee ID for the employee whose record was modified.

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

This non-editable field displays the date on which the modifications took place for this transaction.

This non-editable field displays the pay cycle code that is assigned to the employee as of the transaction date/time.

This field displays the Tax Service Group ID to which the employee is assigned. This field is used to group the employee for tax reporting purposes.

If this check box is selected, the employee referenced in this transaction is covered under a retirement plan for W-2 reporting purposes as of the transaction date/time.

If this check box is selected, the employee referenced in this transaction is a nonresident alien as of the transaction date/time.

This non-editable field displays the employee's federal filing status as of the transaction date/time. Valid values are:

• S (Single)
• M (Married)
• H (Head of Household)
• E (Exempt)

This non-editable field displays the employee’s federal withholding override amount (in lieu of the Costpoint-calculated amount withheld) as of the transaction date/time.

This non-editable field displays the number of federal tax exemptions claimed on Form W-4 by the employee as of the transaction date/time.

The field displays the percentage for the related tax that overrides the system-calculated amount. Costpoint uses this amount each pay period.

This method is not supported by IRS W-4 and Deltek assumes no liability if it is used.

This non-editable field displays any additional federal tax amount the employee elected to withhold, above the Costpoint-calculated amount as of the transaction date/time.

If this check box is selected, the employee is subject to Social Security Payroll Tax as of the transaction date/time.

If this check box is selected, the employee is subject to Medicare Payroll Tax as of the transaction date/time.

If this check box is selected, the employee is exempt from Federal unemployment tax as of the transaction date/time.

If this check box is selected, the employee is prohibited from editing his W-4 information in Deltek Employee Self Service as of the transaction date/time.

Select the version of Form W-4 used by the employee. Valid values are:

• 2019: Select this option if the most recent W-4 form submitted by the employee is 2019 or its earlier versions.
• 2020 or greater: Select this option if the employee has submitted the 2020 W-4 form or its succeeding versions.

This non-editable field displays the employee's Advance EIC Filing Status as of the transaction date/time. The filing statuses are:

• None
• Married Without Spouse Filing
• Single or Head of Household
• Married with Both Spouses Filing

This non-editable field displays the employee’s Advance EIC override amount as of the transaction date/time.

This non-editable field displays the employee's SUTA state as of the transaction date/time.

If this check box is selected, the employee has unemployment insurance coverage for the specified SUTA State.

This non-editable field displays the employee's withholding state as of the transaction date/time.

This non-editable field displays the number of dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the number of state tax exemptions claimed by the employee as of the transaction date/time.

This non-editable field displays the number of state tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee’s state tax withholding override amount as of the transaction date/time.

This non-editable field displays the employee’s state tax withholding override percent as of the transaction date/time.

This field displays the employee's state withholding filing status as of the transaction date/time. The state withholding filing status field determines which tax withholding tables will be used to calculate the employee’s state taxes.

This non-editable field displays the employee's additional state tax withholding amount as of the transaction date/time.

If this check box is selected, the employee was exempt from Nebraska's minimum withholding rule as of the transaction date/time.

This check box is selected if the taxable wages will be reduced by the veteran exemption amount. This check box is applicable only if the withholding state is PR (Puerto Rico).

This check box is selected if the taxable wages will be reduced by the special deduction amount. This check box is applicable only if the withholding state is PR (Puerto Rico.

This non-editable field displays the state where the taxable entity is located.

This field displays the number of age 65 or over exemptions.

This non-editable field displays the employee’s first local withholding code as of the transaction date/time.

This non-editable field displays the employee's Local 1 filing status as of the transaction date/time.

This non-editable field displays the number of Local 1 tax exemptions claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 1 dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 1 tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee's Local 1 override amount as of the transaction date/time.

This non-editable field displays the employee's Local 1 additional withholding amount withheld as of the transaction date/time.

This non-editable field displays the employee’s second local withholding  code as of the transaction date/time.

This non-editable field displays the employee's Local 2 filing status as of the transaction date/time.

This non-editable field displays the number of Local 2 tax exemptions claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 2 dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 2 tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee's Local 2 override amount as of the transaction date/time.

This non-editable field displays the employee's Local 2 additional withholding amount as of the transaction date/time.

This non-editable field displays the employee's third local withholding code as of the transaction date/time.

This non-editable field displays the employee's Local 3 filing status as of the transaction date/time.

This non-editable field displays the number of Local 3 tax exemptions claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 3 dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 3 tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee's Local 3 override amount as of the transaction date/time.

This non-editable field displays the employee's Local 3 additional withholding amount as of the transaction date/time.

This non-editable field displays the employee's fourth local withholding code as of the transaction date/time.

This non-editable field displays the employee's Local 4 filing status as of the transaction date/time.

This non-editable field displays the number of Local 4 tax exemptions claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 4 dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 4 tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee's Local 4 override amount as of the transaction date/time.

This non-editable field displays the employee's Local 4 additional withholding amount as of the transaction date/time.

This non-editable field displays the employee's fifth local withholding code as of the transaction date/time.

This non-editable field displays the employee's Local 5 filing status as of the transaction date/time.

This non-editable field displays the number of Local 5 state tax exemptions claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 5 dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the number of Local 5 tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee's Local 5 override amount as of the transaction date/time.

This non-editable field displays the employee's Local 5 additional withholding amount as of the transaction date/time.

The following optional fields default with the appropriate information based on the settings on the Tax Reporting Information tab of the Manage Employee Taxes screen. If the applicable fields are populated on the Manage Employee Taxes screen, the fields on this screen display the SUTA reporting information for the following states:

• Alaska
• California
• Iowa
• Indiana
• Massachusetts
• Michigan
• Minnesota
• Missouri
• New Mexico
• Washington
• Virgin Islands
• Pennsylvania
• Wyoming

This non-editable field displays the employee’s Alaska primary work site geographic code as of the transaction date/time.

This field displays the employee's Alaska occupational code as of the transaction date/time.

Enter the seasonal designator (optical) code.

This non-editable field displays the employee’s California unemployment insurance and disability insurance plan code as of the transaction date/time.

If this check box is selected, the employee is a company owner.

This field displays the employee’s Employee/Employer Relationship code entered on the Manage Employee Taxes screen.

• 0-Worker/Employer: Code 0 indicates that there is no relationship between the worker and the employer.  Most workers will fall into this category.
• 1-Owner or Officer: Code 1 indicates that the worker is also an owner or officer of the business.
• 2-Spouse of Owner or Officer: Code 2 indicates that the worker is a spouse of an owner or officer of the business.
• 3-Parent/Grandparent of Owner or Officer: Code 3 indicates that the worker is a parent or grandparent of an owner or officer of the business.
• 4-Child of Owner or Officer: Code 4 indicates that the worker is a child under 18 years of age of an owner or officer of the business.
• 5-Sibling of Owner or Officer: Code 5 indicates that the worker is a sibling of an owner or officer of the business.
• 6-Board Member: Code 6 indicates that the wages reported are for a board member of the business.

This field is optional if you are not reporting D.C. SUTA wages for this employee.

This field displays the worksite number as of the transaction date/time.

If this check box is selected, the employee was employed no longer than 28 consecutive calendar days on a test or trial basis as of the transaction date/time.

This field displays the Pennsylvania residence political subdivision code.

This field displays the political subdivision code that is assigned to this employee's work location

This field displays the employee's class code as of the transaction date/time. Valid class code options are:

• C: Corporate Officer
• I: Inmate Worker
• J: Job Training Program Act (JTPA) Worker
• P: Partner
• S: Sole Proprietor
• V: Volunteer
• W: Welfare
• I: Independent Contractor
• N: No Class Code

If the WY Class Code is C (Corporate Officer), this non-editable field displays the employee's corporate officer ID as of the transaction date/time. Valid options are:

• P: President
• V: Vice President
• S: Secretary
• T: Treasurer
• O: Other
• N: None

This non-editable field displays the coverage type to which the employee was subject as of the transaction date/time. If the employee was subject to both unemployment and workers' compensation, this field displays B (Both). Valid options are:

• U: Unemployment Only
• W: Workers Compensation Only
• B: Both
• N : None

This field displays the employee's U.S. citizenship status as of the transaction date/time. This is used to report the U.S. citizenship status of the employee when reporting Virgin Islands SUTA information to Ceridian Tax Services (CTS). Valid settings are:

• None
• U.S. citizen
• Non-citizen with permanent residence ID card issued by USINS
• Alien holding temporary or indefinite work permit