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.
W-2 Year Select the Form W-2 year for which you want to display year-to-date amounts.
W-2 Quarter Select the Form W-2 quarter for which you want to display year-to-date amounts.
Time Frame Use these options to specify an additional reporting period:

Current Period

The report shows data for the accounting period that is currently open.

Pd Range

Specify a range of accounting periods. You can select accounting periods from the drop-down lists, or you can enter them in mm/yyyy format.

Dates

Specify a range of dates. Enter the start and end dates of the range, or click and select the dates.

Employee Sort Select the sort order for the employees included in the report:
  • Number — Sort by employee number.

  • Last Name — Sort by employee last name.

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.
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.