Employee Payroll List General Tab

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 You can change the default report name.

Reporting Period

Field Description
W-2 Year Select the Form W-2 year for which you want to display payroll data.
W-2 Quarter Select the Form W-2 quarter for which you want to display payroll data.
Time Frame

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.

Employee Sort

Specify the sort order for the employees included in the report:

Field Description
Number Sort by employee number.
Last Name Sort by employee last name.

Exclusions

Field Description
Exclude Bonus Select this check box if you do not want the report to include bonus pay.
Exclude Adjustment Select this check box if you do not want the report to include payroll adjustments.

Other options

Field Description
Print Last Payroll Withholding Column Select this check box to display pay and withholding data from the most recent payroll run.
Print Final Totals Select this check box if you want a line at the end of the report that shows total amounts for the entire report.