Overview of Employee Active Payroll Balance Report

Use the Employee Active Payroll Balance report to reconcile your balances prior to year-end reporting. The Employee Active Payroll Balance Report displays the current and year-to-date values for employee balances without the need to process the payroll archive.

This report assists in determining any tax balances that are over the statutory limits and any of the tax liability balances that are improperly calculated. To assist with reconciliation and balancing of your data, run this report prior to generating the employee slip and interface files.

The report is a pipe delimited text file of live payroll balances for an employee filtered by various parameters. You can easily convert the output text file into an Excel spreadsheet for further totaling and manipulation to meet your specific requirements. You can also get the report in excel format.You can select a dimension of run or year, and a balance group usage displays all balances defined for that group.

You can configure this report to return balances for these components:

• Individual employees

• Members of a payroll relationship group

• All employees in a tax reporting unit (TRU)

• Employees associated with a specific payroll run

• Year-end employee balances

• Pay-period employee balances