View Year-to-Date and Payment Balances in Reports

Use the Report YTD Summary parameter to view year-to-date balance values and control which balances are included in payroll reports.

The reports include the Periodic Payroll Activity, Periodic Payroll Register, and Periodic Statutory Deduction Register. This table shows how you can use this parameter to report balances.

Using Report YTD Summary

Parameter Value	Balances Reported
Yes	Year-to-date total from the last process run for a person in a specific PSU and TRU within a specified date range.
No	Each separate transaction included in the report displays the current total, and the year-to-date total for all the processes run for a person within ta specified date range.

For example, suppose you transfer your employee, Susan Smith, from PSU1 /TRU1 to PSU2/TRU2, effective April 01. A new payroll relationship is created with the new tax reporting unit. You submit the Periodic Payroll Activity Report with a Process Start Date of January 1 and a Process End Date of December 31. This table shows what totals the report includes.

Scenarios	Year-to-Date Totals Displayed for PSU1/TRU1 From	Last Action Displayed for PSU2/TRU2
Susan continues working in PSU2/TRU2.	March 31	Last action processed in December
Susan continues working in PSU2/TRU2. You pay her an off-cycle commission on June 30 for the previous payroll relationship (PSU1/TRU1).	June 30	Last action processed in December
You terminate Susan's employment August 30.	March 31	Last action processed as of August 30

If instead of terminating Susan on August 30, you transfer her from PSU2/TRU2 back to PSU1/TRU1 on October 1, the previous payroll relationship for PSU1/TRU1 is reused with a new assignment ID. This table shows the results the report includes.

Scenarios	Report Results PSU2/TRU2 Display as of	Last Action for PSU1/TRU1
You transfer Susan from PSU2/TRU2 to PSU1/TRU1.	September 30	Last action processed in December

Payment and Non-Payment Balances

When you process a reversal or balance adjustment, you decide whether to include or exclude the balances from the payment. When you submit a report that includes the Balances Reported parameter, your selection of the parameter determines which balances are displayed. Optionally, select values for the Scope, and the Report YTD Summary parameters. These parameters determine how the balances are reported and whether you can select a value for the Balances Reported parameter, as shown in this table.

Using Report YTD Summary for Reporting Payment Balances

Parameter	Parameter Value	Balances Reported
Scope	Summary	Total includes payment and nonpayment balances.
Scope	Detail	The 'Include in Payment' section of report lists payment and nonpayment balance details.
Report YTD Summary	No or blank	Balances included in the report are based on the value selected for the Balances Reported parameter.
Report YTD Summary	Yes	Report lists payment and nonpayment balance information. Balances reported parameter values aren't available for selection.