Payroll Reports

It is one thing to know the information contained on a report, but knowing how to use the reports and when to use them is more productive. The following chart is not intended to list all the uses, only some of the more common ones.

Report Name	Common Uses
Employee Listing	Employee Record – Verification of information entered in Employee Information. Composite – List of employees with no pay information.
Payroll Period Summary	Verification of payroll information prior to posting.
Taxable Income Summary	Trouble shooting 941 or State Tax info by date range. Detail Report may be used in conjunction with Ledger by Accounts for problems with Tax Liability accounts.
Pay Item Summary	Verification of pay grouped by Pay Item, e.g., salary, housing allowance, auto allowance, bonus, etc.
Payroll Employee Detail	Verification of payroll information prior to posting.
Taxable Income Detail	Troubleshooting 941 or State Tax info by date range. Troubleshooting of W-2.
Deduction Detail	Troubleshooting of liability holding accounts for deductions. Verification of Employee of YTD deductions.
State Detail	Troubleshooting State Tax info by date range. Troubleshooting of W-2 for State Tax box.
Payroll Worksheet	Use to verify pay items setup by employees.
Percentage Report	Originally designed for states with a tax deduction based upon the number of hours worked. That function is now supported by the program.
Time Off Remaining	Verification and updating Employee Information.
Time Off Accrued Log	Verification and updating Employee Information.
Payroll Tax Forms	Required Reporting

For tips on how to format and customize a report, check out Report Setup Window.