Payroll Summary Reports

Greg Hatfield Updated by Greg Hatfield

The Payroll Summary Reports screen can be accessed from the REPORTS - PAYROLL menu. Several Payroll Summary reports may be printed from this screen for the current employer. Several different Payroll Journal formats are available: condensed, expanded, monthly, payee history. In addition, a Custom Payroll Journal may be created to suit the users needs.

Summary reports for 941/940 and State Liability payroll data may also be printed. These reports include all payroll entered to date for the current employer. A 941 Liability Detail report shows employee and employer contributions to social security, Medicare, and federal income tax withholding. The standard report totals checks by date to mimic Form 941 Schedule B showing daily liability. Options allow the display of each individual check grouped either by date or by employee.

Other reports include Client List (a listing of all employers/payers), Client Checklist (a listing of all employers/payers with columns to check off that various forms have been completed), Payee Address List (address list of all 941 Payroll Employees or 1099 payment recipients for the current employer), and Payee Info Update Sheet (a sheet to be given to the client to verify/update employee addresses, etc.). These reports are found in the dropdown list of Employer/Payee Information reports. Users can click the Customize button to edit the existing reports or create their own reports.

The Live Payroll program includes Workers' Compensation Reports.

First select the desired report. Then select any applicable quarter or month options to the right. The payee's SSN or EIN may be omitted from the report by selecting the Hide Payee SSN/EIN option on the screen. Click PREVIEW to view the report on the screen or PRINT to print the report.

How did we do?

Payroll Diagnostics

Reordering the columns on the Payroll Data Grid