Employee Year-To-Date report

The Employee Year-To-Date report provides a summary of each employee’s year-to-date earnings, benefits, deductions and Canada Revenue Agency (CRA) costs.

To view an Employee Year-To-Date report:

1. Select Report Console from the Reports menu. The report console appears.
2. Select Payroll from the left menu panel and then select Employee Year-To-Date.
3. Select Active, Leave or Terminated under the Status heading to narrow the employees that will appear in the report.
4. Select the calendar year to limit the report to a specific year. Note: This option will only be available if your fiscal year isn’t the calendar year.
5. Select the employees to include in your report. You can select:
   • All - Select this to include year-to-date information for all employees on the report.
   • Tag - Select an employee tag code from the drop-down menu that appears to display year-to-date information for employees that have that code.
   • Number - Select an employee number from the drop-down menu that appears to display year-to-date information for the employee with that number.
   • Name - Select an employee name from the drop-down menu that appears to display year-to-date information for that employee. 
Note: You can set up or edit each employee’s tag code, number and name by selecting Payroll from the Setup menu.
6. Click Generate to display the report. 

Last updated on August 16, 2013 by FCC AgExpert