Printing the YTD Deductions Report - By Employee

Overview

Use this job aid to print the Year to Date Deduction report. The report is sorted by name id and tax year. Subtotals are produced by name id. The report includes year to date detail and grand total information. The standard report prints the following: name id, tax year, state tax code, SUTA tax code, local tax code, deduction 1 through deduction 10 dollars, administrative Location code, administrative department, and deduction 11 through deduction 20 dollars.

To print the year to date deduction report by employee:

1. From the Toolbar, click PAY for Payroll.

2. From the Payroll menu, select Report Manager, and then select Year To Date Reports.

3. Select Print Year To Date Report.

4. Select YTD Payroll Deduction Report - By Employee.

5. Leave the optional boxes on this window blank for all information, click Lookup to search or type beginning and ending information, and then click OK.

6. Click OK.

7. In the boxes on this window, type an option - 0 for all values, 1 for equal to, 2 for not equal to, or 3 for greater than, 4 for greater than or equal to, 5 for less than, or 6 for less than or equal to, and then type a value in the Value box.

8. Click OK.

9. In the boxes on this window, type a subtotal option - 0 for no subtotals, 1 for subtotal this level, 2 for new page this level, or 3 for subtotal and new page.

10. In the Legend Line box, type a description to print on the top of the report.

11. In the Print Employee Detail box, type Yes to print detail, or type N to eliminate detail from the report.

12. In the Print Grand Total Information box, type Yes to print grand total information, or type N to eliminate the grand total information from the report.

13. In the Replace Name Id with Alternate Name Id box, type Yes to print the alternate name id on the report, or type N to print the name id on the report.

14. Click OK.

15. In the Printer box, type the number associated to the place you want your report to print.

16. In the Print Type box, type the number associated to the characters per inch to print the report in.

17. In the Copies box, type the number of copies of the report you want to print.

18. In the Pages From and To boxes, type the page number range you want to print the report for.  Leave the boxes blank to print all pages.

19. Click OK.

Learn more about Year to Date Reports feature: