Payroll reports relate to your employees and financials.

Once in the Reports area, you can select the star icon on any of the reports within the Government and Payroll tabs to favourite them. You can then access them from the Favourites tab.

This article covers:

  • How to set up your account to be able to run reports

  • How to run the different types of reports


Before you start

Before you can generate reports you need to:

  1. Add a new company

  2. Add new employees

  3. Add a new pay run


Per Pay Run

Pay Cheque Register

A Pay Cheque Register report includes employee earnings, deductions, benefits and net pay, including year to date values.

To generate a Pay Cheque Register report:

  1. Select Reports then Pay Cheque Register.

  2. Select a Pay Group and a Finalized Pay Run.

  3. Select Load.

Pay Run Summary

A Pay Run Summary report is a summary of all employees per pay run, with pay components and taxes.

To generate a Pay Run Summary:

  1. Select Reports then Pay Run Summary.

  2. Select a Pay Group, a Tax Year and a Pay Run.

  3. Select Generate.

Pay Statement

A Pay Statement report includes employee earnings, deductions and contribution values for a specific period, including year to date values.

To generate a Pay Statement report:

  1. Select Reports then Pay Statement Report.

  2. Select a Pay Group, a Pay Run, a Payment Type and an Employee.

  3. Select Create PDF.


Annually

Health Tax

The Health Tax is an annual tax on an employer's payments to current and former employees in a calendar year.

To create a health tax report:

  1. Select Reports then Health Tax.

  2. Select the tax year.

  3. Select Create PDF.

PIER

A PIER report is used for a year-end review to ensure that the proper amounts of income tax, Canada Pension Plan (CPP) contributions, Quebec Pension Plan (QPP) contributions and Employment Insurance (EI) were taken off.

This report includes employee calculated values for pensionable earnings, employment insurance and pension contributions with validations and recommendations.

You should create this report before you produce T4 slips.

To create a PIER report:

  1. Select Reports then PIER

  2. Select the tax year.

  3. Select Create PDF.


AD-HOC

Audit Trail

An Audit Trail report gives you details for a single user. You can select the user and the date range.

To create an Audit Trail report:

  1. Select Reports then Audit Trail.

  2. Select the User.

  3. Enter the Category.

  4. Enter the Properties.

  5. Enter the From and To dates.

  6. Select Create PDF.

Deductions & Expenses

A Deductions & Expenses report shows you the monthly statutory contributions (PAYE, CPP or QPP and EI).

To create a Deductions & Expenses report:

  1. Select Reports then Deductions & Expenses.

  2. Select the Pay Groups.

  3. Select From and To dates.

  4. Select Create PDF.

Employee Information

An Employee Information report shows you the employee details for a specific pay group.

To create an Employee Information report:

  1. Select Reports then Employee Information.

  2. Select the Pay Groups.

  3. Select From and To dates.

  4. Select Generate.

Employee Variance

An Employee Variance report shows you the difference between current and previous pay periods for your employees.

To create an Employee Variance report:

  1. Select Reports then Employee Variance.

  2. Select the Pay Groups.

  3. Select the Tax Year.

  4. Select the Pay Run.

  5. Select the Employee.

  6. Select Create PDF.

Payroll Detail

A Payroll Detail reports shows your employee's details, earnings, deductions and statutory contributions.

To create a Payroll Detail report:

  1. Select Reports then Payroll Detail.

  2. Select the Pay Groups.

  3. Select From and To dates.

  4. Select Create PDF.

Payroll Journal

A Payroll Journal shows a detailed record of the payroll transactions and is a GL integration reconciliation report.

To Create a Payroll Journal report:

  1. Select Reports then Payroll Journal.

  2. Select the Tax Year.

  3. Select the Pay Group.

  4. Select Create PDF.

Payroll Variance

A Payroll Variance report shows you the difference between current and previous pay periods for your pay groups.

To create a Payroll Variance report:

  1. Select Reports then Payroll Variance.

  2. Select the Pay Group.

  3. Select the Tax Year.

  4. Select the Pay Run.

  5. Select Create PDF.

Year To Date Detail

The Year To Date Detail reports contains the total of earnings, deductions and other totals for the year and also shows a breakdown of these per employee.

To create a Year To Date Detail report:

  1. Select Reports then Year To Date Detail.

  2. Select the Tax Year.

  3. Select the Pay Group.

  4. Select the Employee.

  5. Select Create PDF.

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