Custom Crystal Report showing pre-tax and post-tax deductions

Question

I'm trying to create a custom crystal report that shows Employee Number, Full Name, Gross wages, Pre-Tax Deductions, Post-Tax Deductions, Gross wages (excluding Pre-Tax Deductions). 
 I believe I need to use UPEMPL, UPCHKH, and UPCHKD to get the Employee Number, Full Name, and Gross Wages. I can sum the check detail on Category=4 (Deductions) to get all deductions but how do I determine if it is a pre-tax or post-tax deduction? 
 Any help would be appreciated. 
 
 EDIT: We are using Sage HRMS v10.7045 / Sage 300. We will be applying the quarterly update in the next day or two.

angel g · Accepted Answer

UPDTLM.EW2BOX is used for Aatrix integration. Unless you guys set it up correctly, it probably is not. I don't think this can be used to determine what deductions are pre tax and which are not. Querying deductions that are pre-tax is not that simple because a deduction can be pre tax for one or many different taxes. I recommend looking in the table UPINCL where CATEGORY=4 and OWNERTYPE=2 . This will query deductions/INCLUDEID's with individual records for each tax/OWNERID that is deducted after the deduction. If a deduction does not appear on this query that means it is after tax. Alternatively, you can also add an optional field at the earnings/deduction code level in order to flag it as pretax or after tax and then write your report around that.

Arlie C. Skory · Answer

You may need to add one more table. UPDTLM includes a W2 definition that might be helpful.:

EW2BOX 
 Integer 
 Employee W-2 Box 
 List: 13 entries

1 
 = 
 Not Applicable

2 
 = 
 Other Information Box

3 
 = 
 Dependent Care

4 
 = 
 Employee 401(k)

5 
 = 
 Employee 403(b)

6 
 = 
 Employee 408(k)(6)

7 
 = 
 Employee 457

8 
 = 
 Employee 501(c)(18)(d)

9 
 = 
 SIMPLE Retirement Acct

10 
 = 
 Deferrals under section 409A

11 
 = 
 Roth contributions to Employee 401(k)

12 
 = 
 Roth contributions to Employee 403(b)

13 
 = 
 Health Savings Account

Sage HRMS

Custom Crystal Report showing pre-tax and post-tax deductions

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