The Payroll Item Report lists check information by employee (for the period that you specify) for any global pay item, deduction item, or tax withholding item that is currently defined in the application. You may optionally include columns for SSN and/or company matching amounts for deduction items. Note that the report includes only employees for whom the payroll item actually applies. To change the primary sort method to department, mark the Departmental report checkbox, click the Department selection tab, and select the departments to include in the report (the default selection is Print all departments).
Open the File > Print dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, or (3) choosing Print Reports from the File menu. On the Reports tab in the Print dialog, double-click Payroll Item Report to move this report to the Selected pane. With Payroll Item Report still highlighted, click the Options button to open the print options dialog for this report.
See also: Payroll CS reports; Payroll Compliance module reports
Print options
Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you deselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).
General tab
Choose the type of payroll item to include in the report by selecting one of the following options from the drop-down list:
- Pay Items
- Deduction Items
- Withholding Items
Your selection for this field also affects which items are included in the drop-down list for the Payroll item field and which checkboxes are available for selecting in the Optional information group box.
The payroll items that are available for selection in the drop-down list for this field depend on which type of item is currently selected in the Item type field - pay items, deduction items, or withholding items.
Select payroll item from the drop-down list.
Choose one of the following options from the drop-down list:
- <ALL> (default selection)
- 1st payroll checkbook
- 2nd payroll checkbook
- nth payroll checkbook
Choose one of the following options from the drop-down list:
- Employee ID
- Employee Name
Choose one of the following options from the drop-down list:
- Current month (default selection)
This option refers to the calendar month of the check creation, not of the check date.
- Previous quarter
This option includes all checks entered during the previous quarter, regardless of the check date.
Note: The application uses the current payroll period to determine the previous quarter.
- Current quarter
This option includes all checks entered during the current quarter, regardless of the check date.
Note: The application uses the current payroll period to determine the current quarter.
- Current year
This option refers to the calendar year of the check creation, not of the check date.
- Latest check date
Includes check records only with the latest check date and filters out any other check records.
- Selected ranges
If you choose this option, you may also fill in one or more of the following starting and/or ending dates to limit the range(s) of printed or handwritten check records to include in the report:
- Check date: Start/End
- Period end date: Start/End
- Check number: Start/End
- 1st - 4th quarter
These options include all checks entered during the specified quarter, regardless of the check date. You must also specify the year of the selected quarter - Current year or Previous year.
- Current detail period/Previous detail period/Specific detail period (Only available if detailed payroll periods are active for this client)
These options include check records created during the current, previous, or a specified detail payroll period.
For information on selecting an appropriate range option for your report, see Range options for reports overview.
Certain checkboxes in this group box may or may not be available for selection depending on what type of payroll items are currently selected in the Item type field - pay items, deduction items, or withholding items.
Mark the checkbox for each optional item that you wish to include in the report.
- Social Security number (default = ON)
- Company matching (default = ON)
- Department detail (default = OFF)
For each employee, lists detail by department. This option is not available if the Departmental report checkbox is marked.
- Include TPSP department (default = OFF)
To include detail for the third-party sick pay department, mark this checkbox.
- Include zero amounts (default = OFF)
- Show wage components (default = OFF)
A departmental report includes a primary sort and filter on departments, which enables you to provide a multi-department client with a breakdown of information based primarily on departments rather than on employees or checks.
Mark the Departmental report checkbox to change the primary sort method to department. In addition, click the Department selection tab and choose either all departments or selected departments.
Note: If the Departmental report checkbox is marked, you may also mark the New page for each dept checkbox.
Employee selection tab
Print all employees vs. Print selected employees
Employees available
Employees selected
Department selection tab
Print all departments vs. Print selected departments
Departments available
Departments selected
Font tab
Font tab
Page Layout tab
Page Layout tab