Use the General tab to select report options for the Employee Payroll List and to save sets of options for reuse.
Contents
Field | Description |
Report Name
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You can change the default report name.
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Reporting Period
Field | Description |
W-2 Year
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Select the Form W-2 year for which you want to display payroll data.
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W-2 Quarter
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Select the Form W-2 quarter for which you want to display payroll data.
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Time Frame
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Specify the timeframe for the payroll data:
- Current Period: The report shows data for the accounting period that is currently open.
- Period Range: Select this option and use the adjacent fields to specify the range of accounting periods.
- Dates: Specify the start and end dates of the range.
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Employee Sort
Specify the sort order for the employees included in the report:
Field | Description |
Number
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Sort by employee number.
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Last Name
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Sort by employee last name.
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Exclusions
Field | Description |
Exclude Bonus
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Select this check box if you do not want the report to include bonus pay.
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Exclude Adjustment
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Select this check box if you do not want the report to include payroll adjustments.
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Other options
Field | Description |
Print Last Payroll Withholding Column
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Select this check box to display pay and withholding data from the most recent payroll run.
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Print Final Totals
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Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
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