Prearchival Reports for the US
Run the following reports before performing your fourth quarter-end processing or running the Archive End-of-Year Payroll Results flow.
There are a few kinds of reports to help you.
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Diagnostic
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Balancing
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Reconciliation
Depending upon the returns of these reports, you might have to adjust various balances.
Diagnostic Reports
Use these reports to identify issues before archiving your tax data.
Report name |
How you use it |
For more info, check here in the Help Center |
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Balance Exception Report |
Identify values that vary for the same balance dimension. This variance could indicate overpayments or underpayments. Use this info to detect the necessary balance adjustments to correct payments. |
Balance Exception Report for the US |
Employee Active Payroll Balance Report |
View current values for any given list of employee balances. |
Employee Active Payroll Balance Report for the US |
Balancing Reports
Run these reports to detect errors or discrepancies in your balance data.
Report name |
How you use it |
For more info, check here in the Help Center |
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Statutory Deduction Register |
Identify the wages and taxes paid by both the employee and employer. |
Statutory Deduction Register for the US |
Reconciliation Reports
Use these reports to identify balance problems for individual employees.
Report name |
How you use it |
For more info, check here in the Help Center |
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Payroll Activity Report |
View details of the payroll run or QuickPay, such as balance adjustments, reversals, and balance initializations, taxes withheld, earnings, deductions, payment info, employer liability, and quarter and year-to-date details. |
Payroll Activity Report for the US |
Payroll Balance Report |
Displays the results of the payroll run. |
Payroll Balance Report for the US |