Microsoft KB Archive/78196

= Money: How to Include Social Security Numbers in Payroll Reports =

Article ID: 78196

Article Last Modified on 1/18/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 97 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition

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This article was previously published under Q78196



SUMMARY
This article describes how to include Social Security numbers in Payroll reports in Microsoft Money.

Note This article uses the term &quot;Account Transaction report&quot; to refer to a report that lists details about your account transactions that occurred during a specified range of dates.



MORE INFORMATION
When you enter a payroll transaction in Money, your create a split transaction that separates the different parts of the the paycheck into the appropriate categories, such as Gross Income, Federal Income Tax, FICA, State Income Tax, or 401-K Contributions.

To include Social Security numbers in your Payroll report, use one of the following methods.

Note In both of the following methods, you must type the Social Security number in the split details for the transaction.

Type the Social Security Number Under Description in the Split Details for Each Payroll Transaction
When you enter a split Payroll transaction, type the appropriate Social Security number in the Description field for each row in the split details for the transaction.

The following table shows an example:

Generate a Tax Report that Displays Social Security Numbers
To do this, use the appropriate method for your version of Money.

Money 98 or Later

 * 1) On the Money navigation bar, click Reports.

If you are using Money 2001 or later, click Reports on the Money navigation bar, and then click Reports Gallery.
 * 1) In the left pane, click Taxes.
 * 2) In the list of reports, click Tax-related Transactions, and then click Go to Report/Chart.
 * 3) Click Customize.
 * 4) Under Report Type, click Tax Transactions.
 * 5) On the Date tab, select the date range that you want to include in the report.
 * 6) On the Account tab, select the accounts that you want to include in the report.
 * 7) Click OK to display the report.

For Money 98 users, click Apply, and then click View to display the report.

Money 97

 * 1) On the Contents screen, click Report and Chart Gallery.
 * 2) In the left pane, click Taxes.
 * 3) In the list of Tax reports, click Tax-related Transactions, and then click Go to Report/Chart.
 * 4) Click Customize.
 * 5) Under Report Type, click Tax Transactions.
 * 6) Select the date range that you want to include in the report.
 * 7) Click All Transactions.
 * 8) Click Apply, and then click View to display the report.

Generate an Account Transaction Report that Displays Social Security Numbers
To do this, use the appropriate method for your version of Money.

Money 99 or Later

 * 1) On the Money navigation bar, click Reports.

If you are using Money 2001, click Reports on the Money navigation bar, and then click Reports Gallery.
 * 1) In the left pane, click Spending Habits.

If you are using Money 2002 or later, click Income & Expenses.
 * 1) In the list of reports, click Account Transactions, and then click Go to Report/Chart.
 * 2) Click Customize.
 * 3) On the Layout tab or the Rows & Columns tab, under Include fields, click to select the Memo check box and the Category check box.
 * 4) In the Subtotal by box, click either Payees or Categories.

If you click Payees, click to select the Show splits check box.
 * 1) On the Date tab, select the date range that you want to include in the report.
 * 2) On the Account tab, select the accounts that you want to include in the report.
 * 3) On the Category tab, select the categories that you want to include in the report.
 * 4) Click OK to display the report.

Money 98

 * 1) On the Money navigation bar, click Reports.
 * 2) In the left pane, click Spending Habits.
 * 3) In the list of Spending Habits reports, click Account Transactions, and then click Go to Report/Chart.
 * 4) Click Customize.
 * 5) Under Include fields, click to select the Memo check box and the Category check box.
 * 6) Under Date Range, select the date range that you want to include in the report.
 * 7) Under Include Transactions, click All Transactions.
 * 8) In the Subtotal by box, click either Payee or Category.

If you click Payee, click to select the Show splits check box.
 * 1) Click Apply, and then click View to display the report.

Money 97

 * 1) On the Contents screen, click Report and Chart Gallery.
 * 2) In the left pane, click Spending Habits.
 * 3) In the list of Spending Habits reports, click Account Transactions, and then click Go to Report/Chart.
 * 4) Click Customize.
 * 5) Under Include fields, click to select the Memo check box and the Category check box.
 * 6) Select the date range that you want to include in the report.
 * 7) Click All Transactions.
 * 8) In the Subtotal by box, click either Payee or Category.

If you click Payee, click to select the Show splits check box.
 * 1) Click Apply, and then click View to display the report.

Configure a Classification to Track Social Security Numbers
Create a new classification for social security numbers before you enter payroll data. To do this, use the appropriate method for your version of Money.

Money 98 or later

 * 1) On the Money navigation bar, click Categories.

For Money 2000, click More, and then click Categories & Payees. For Money 2001 or later users, click Accounts & Bills, and then click Categories & Payees.
 * 1) In the left pane, click either Classification 1 or Classification 2.
 * 2) Under Type, click the radio button next to the blank text box.
 * 3) In the blank text box, type SSN, and then click OK.
 * 4) At the bottom of the screen, click New.
 * 5) In the Name box, type a Social Security number, and then click OK.
 * 6) To include additional Social Security numbers in your reports, repeat steps 5 and 6 to add each Social Security number to the classification.

Money 97

 * 1) On the Go To menu, click Payees and Categories.
 * 2) Click Classification 1.

Note If Classification 1 is already assigned, click Cancel, and then click Classification 2.
 * 1) Under Type, click the radio button next to the blank text box.
 * 2) In the blank text box, type SSN, and then click OK.
 * 3) At the bottom of the screen, click New.
 * 4) In the Name box, type a Social Security number, and then click OK.
 * 5) To include additional Social Security numbers in your reports, repeat steps 5 and 6 to add each Social Security number to the classification.

Include the SSN Classification in the Split Details for Each Payroll Transaction
To include a classification for Social Security numbers for each item in the Split details for a Payroll transaction, click the appropriate Social Security number for the payee in the SSN classification field under the Category column.

The following table shows an example:

Generate an Account Transaction Report that Displays Social Security Numbers
Use the appropriate method for your version of Money.

Money 98 or later

 * 1) On the Money navigation bar, click Reports.

If you are using Money 2001, click Reports on the Money navigation bar, and then click Reports Gallery.
 * 1) In the left pane, click Spending Habits.
 * 2) In the list of Spending Habits reports, click Account Transactions, and then click Go to Report/Chart.
 * 3) Click Customize.
 * 4) On the Layout tab or the Rows & Columns tab, under Include fields, click to select the Category check box and the SSN check box.
 * 5) In the Subtotal by box, click either Categories or SSN.
 * 6) On the Date tab, select the date range that you want to include in the report.
 * 7) Click OK or View to display the report.

Money 97

 * 1) On the Contents screen, click Report and Chart Gallery.
 * 2) In the left pane, click Spending Habits.
 * 3) In the list of Spending Habits reports, click Account Transactions, and then click Go to Report/Chart.
 * 4) Click Customize.
 * 5) Under Include fields, click to select the Category check box and the SSN check box.
 * 6) In the Subtotal by box, click either Category or SSN.
 * 7) Select the date range that you want to include in the report.
 * 8) Click All Transactions.
 * 9) Click Apply, and then click View to display the report.

Additional query words: ssn money97 money98 money99 planet money2000 money2001 money2002 money2003

Keywords: kbhowto kbonline kbui KB78196

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