Enhanced Local Tax Withholding Report

Enhanced Standard Reporting Availability

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Local Tax Withholding report provides comprehensive visibility into local jurisdiction tax withholding by talent, enabling you to monitor compliance, verify withholding accuracy, and streamline reconciliation across cities and municipalities. This enhanced report delivers faster processing and extended historical data to support multi-quarter analysis and auditing.

Enhanced Reports

On This Page

Accessing the Report

Understanding This Report

Using Filters

Reading the Data

Practical Applications

Exporting Your Data

Refreshing the Report

Accessing the Report

Navigate to the Local Tax Withholding report from the Analyze tab in Avionté BOLD.

1. Click Analyze in the top navigation bar.
2. Click Reports in the left menu to open the report library.
3. In the search bar at the top of the report list, type LOCAL TAX.
4. Click Local Tax Withholding from the filtered results to open the report.

Understanding This Report

What This Report Shows You

This report displays local jurisdiction tax withholding data organized by talent, showing gross amounts, taxable gross, subject gross, and tax amounts for each city or municipality where withholding applies. Each row represents a single talent's withholding for a specific local jurisdiction within a selected time period, enabling you to verify withholding calculations, track tax liability by location, and reconcile local tax remittances.

Why Use This Report

Local tax compliance requires accurate tracking of withholding by jurisdiction, often across multiple cities and municipalities with varying tax rates and rules. This report centralizes withholding data by talent and locality, eliminating the need to compile information from multiple payroll cycles or disparate sources. You can quickly validate withholding amounts, identify discrepancies before filing deadlines, and generate documentation for audits or tax authority inquiries.

Who Benefits

• Payroll and Tax Teams: Verify local tax withholding accuracy, reconcile quarterly filings, and prepare documentation for tax authority submissions.
• Accounting and Finance: Monitor tax liabilities by jurisdiction, validate accruals, and support month-end and quarter-end close processes.
• Compliance Officers: Audit withholding across localities, ensure adherence to local tax regulations, and respond to jurisdiction-specific inquiries.
• Operations Leaders: Analyze withholding patterns by region or office, identify process improvements, and support strategic planning for multi-location operations.

Using Filters

Apply filters to focus on specific divisions, time periods, or offices. Filters help you isolate the exact data you need for compliance reviews, quarterly reconciliation, or audit preparation.

Filter Name	What It Does	When to Use It
Division	Limits results to a specific division in your organization.	Use when reviewing withholding for a specific division or preparing division-level tax reports.
Region	Filters data to a defined geographic region or organizational division.	Use to analyze withholding patterns by territory, support regional compliance reviews, or generate reports for regional finance teams.
Office	Narrows results to a specific office location.	Use when reviewing withholding for a single branch, supporting office-level audits, or validating location-specific tax calculations.
Accounting Period Date	Filters data to a specific accounting period date range.	Use to review withholding for a specific accounting period, reconcile period-end liabilities, or prepare period-specific tax reports.
Check Date	Filters data by the date checks were issued.	Use to isolate withholding from a specific pay cycle, reconcile check-date-based filings, or respond to inquiries tied to a specific payment date.

Reading the Data

Each row in the report represents a single talent's local tax withholding for one jurisdiction during the selected time period. Understanding each field helps you validate calculations, identify trends, and prepare accurate tax filings.

Field Name	Description
Employer	The legal employer entity responsible for the withholding obligation.
Region	The geographic region or organizational division where the withholding occurred.
Office	The specific office location associated with the withholding.
Year	The calendar or fiscal year in which the withholding was processed.
Quarter	The quarter (Q1, Q2, Q3, or Q4) in which the withholding occurred.
Talent Name	The full name of the talent or employee for whom local taxes were withheld.
Local Jurisdiction / Locality Name	The name of the city, municipality, or local taxing authority where withholding applies.
Gross Amount	Total gross earnings for the talent during the selected period, before any deductions or withholding.
Taxable Gross	The portion of gross earnings subject to taxation under local tax rules, excluding non-taxable income such as reimbursements or certain benefits.
Subject Gross	The specific amount of earnings subject to local tax withholding after applying jurisdiction-specific exemptions, thresholds, or adjustments.
Tax Amount	The total amount of local tax withheld from the talent's earnings for the specified jurisdiction and time period.
Talent Count	The number of unique talents included in the filtered result set. Use this field to verify totals when aggregating data across multiple talents or jurisdictions.

[SCREENSHOT: Local Tax Withholding report showing a sample data table with multiple rows displaying Employer, Region, Office, Year, Quarter, Talent Name, Local Jurisdiction, Gross Amount, Taxable Gross, Subject Gross, Tax Amount, and Talent Count columns]

Practical Applications

The Local Tax Withholding report supports key compliance, reconciliation, and operational workflows. Here's how teams use this report to streamline processes and ensure accuracy:

• Quarterly Tax Filing Preparation: Filter by accounting period date or check date to compile withholding totals for quarterly municipal tax returns, ensuring all withholding amounts are captured and reconciled before filing deadlines.
• Jurisdiction-Specific Compliance Audits: Isolate a single locality to verify that withholding rates, subject gross calculations, and tax amounts align with municipal tax regulations and recent rate changes.
• Multi-Location Reconciliation: Compare withholding across regions or offices to identify discrepancies, validate consistency in tax calculations, and ensure uniform application of withholding rules.
• Employee Inquiry Resolution: Filter by talent name to quickly retrieve an individual's local tax withholding history, providing documentation for employee questions or disputes regarding withholding accuracy.
• Year-End Tax Reporting: Generate annual withholding summaries by employer or jurisdiction to support W-2 preparation, year-end tax filings, and reconciliation with payroll registers.
• Audit Trail Documentation: Export filtered data to create audit-ready records of local tax withholding by jurisdiction, supporting internal audits, external reviews, and tax authority inquiries.

Exporting Your Data

Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

1. Apply any filters you want included in your export.
2. Click the three-dot menu icon (⋮) in the top right corner of the report area.
3. Select your preferred format from the Download submenu:
   • Image: Creates a visual snapshot of the report as currently displayed.
   • CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools.
   • PDF File: Generates a formatted document suitable for printing or formal distribution.

Note: Your export will include only the data visible based on your current filter selections. To export all invoice data, ensure all filters are set to “Include all” before downloading.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Avionté automatically refreshes report data every 5 minutes. If you want to see the most current invoice and payment data immediately after changing filters or after new transactions have been recorded, you can manually refresh.

1. Locate the circular arrow icon above the filter panel on the right side of the screen.

2. Hover over the icon to see it expand and display the word “UPDATE.”
3. Click the icon to re-run the report based on your current filter selections.

The report will reload with the latest data from your database, reflecting any new invoices, payments, or balance changes since you last viewed it.