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Form 940 preparation report (PayrollUnemplTaxRtnPrepReport)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Form 940 is the employer’s annual federal unemployment (FUTA) tax return. The FUTA tax provides the funds that are used to pay unemployment compensation to workers who have lost their jobs. Employers pay FUTA tax and do not deduct this tax from their employees’ wages. The Form 940 preparation report provides information to help you prepare the required tax form.

Note

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Tax year

The tax year for the Form 940 that you are completing.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

PayrollUnemploymentTaxReturnPrepReport

Location of report in the AOT

SSRS Reports\Reports\PayrollUnemploymentTaxReturnPrepReport

Menu item of the report

PayrollUnemploymentTaxReturnPrepReport

Navigation to the report

Click Payroll > Reports > Tax > Annual reports > Form 940 preparation.

Where the data in this report comes from

The data on this report comes from the following sources:

  • PayrollTaxTransactionHistoryUnion_1 view

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).