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.
|
