Each employee's wages, excess wages, wage base, and taxes for the time period.
By default, this summary is sorted by Social Security number.
Employee Journal
Payroll transactions per employee. Each transaction includes the pay date, check number, and all deductions per paycheck.
By default, this summary is sorted by Social Security number.
943 Worksheet
If the IRS requires your company to file Form 943 (Employer's Annual Tax Return for Agricultural Employees), this worksheet supplies the numbers you need. Be sure to import payroll data for the entire year of the form.
The worksheet shows totals for taxable wages and the tax amounts for federal income tax withholding, social security, and Medicare. It also shows the total for advance earned income payments.
Rate & Hours by Job
The number of hours worked (per employee) calculated by the rate (per payroll item) for the specified time period. Payroll items can include regular salary, vacation time, sick time, overtime, and other items you may have defined.
By default, this summary is sorted by social security number.
Quarterly
The total funds spent per payroll item, per quarter for the specified time period. Payroll items can include compensation, federal withholding, federal unemployment (FUTA), Medicare, state disability (SDI), social security, state unemployment, and 401(k).
By default, this summary is sorted by social security number if the transaction was for an employee, or by the tax ID if the transaction was for an agency.
YTD Report
The year-to-date amounts per payroll item, per employee for the specified time period. This worksheet uses the traditional payroll method of organizing data, which includes year-to-date totals, quarter-to-date totals, and current (using the date specified in the Date Range and Preferences window) totals.
If you specify a beginning date other than January 1st in the Date Range and Preferences window, you may receive a message indicating that the year-to-date totals are incomplete.
Deferred compensation
Compensation and deferred compensation by tax-tracking type for the specified time period.
By default, this summary is sorted by date.
8846 Worksheet
A worksheet that helps you determine the amount of credit you can collect for employer's taxes paid on certain types of employee tips. The credit is equal to the employer's portion of social security and Medicare taxes paid on tips received by employees in a food and beverage establishment, such as a bar or restaurant, where tipping is typical.
Calculated percentages
A summary of payroll items and the actual, calculated rates per employee. You can use this to verify that the rates for each payroll item were calculated correctly on each employee paycheck.
By default, this summary is sorted by payroll item.