How To Utilize Your Payroll Reports
What you need to know:
AgExpert Payroll reports summarize payroll activity, employee compensation, and tax liabilities for your fiscal year. Generated from payroll entries (paycheques), these reports display employee earnings, tax withholdings, and amounts owed to the Canada Revenue Agency (CRA) and other entities. They can be used to verify payroll accuracy by comparing payroll records with timesheets, tax forms, and pay stubs. Payroll reports also help you monitor payroll costs, confirm tax compliance, and review the setup of your pay types, benefits, and deductions through the Payroll Setup report.
What you need to do:
Ensure all paycheques have been entered.
Complete all outstanding remittances.
How to (Step by Step):
For employee earnings and deductions:
Click Reports.
Select Employee earnings and deductions.
The report will load using default filters. Use the drop-down filters along the top to customize your report:
Choose the number of transactions to show Per page: 50, 250 or All.
Select the Sort by method: Cheque date or Name.
Choose the Report view: Detailed or Summary.
Select the Date: Cheque date, Calendar year, Month, Pay period end, or a specific quarter.
Specify an Employee.
Choose Employee status: Active, On leave, or Terminated.
Once you have selected all your parameters, click anywhere on the body of the report page to load.
For employee listing:
Click Reports.
Select Employee listing.
The report will load using default filters. Use the drop-down filters along the top to customize your report:
Choose the number of employees to show Per page: 3, 18 or All.
Select the Sort by method by clicking the Arrow button: up for Ascending or down for Descending.
Choose an Employee.
Select Employee status: Active, On leave, or Terminated.
Check the button if you wish to Show social insurance numbers.
Once you have selected all your parameters, click on the body of the report page to load.
For employee year-to-date:
Click Reports.
Select Employee year-to-date.
The report will load using default filters. Use the drop-down filters along the top to customize your report:
Choose the number of employees to show Per page: 50, 250 or All.
Choose the Sort by method by clicking the Arrow button: Ascending or Descending.
Select an Employee.
Select Employee status: Active, On leave, or Terminated.
Once you have selected all your parameters, click on the body of the report page to load.
For payroll set-up:
Click Reports.
Select Payroll setup.
The report will load using default filters. Use the drop-down filter along the top to choose one or more Payroll sections: Benefit, Deduction or Pay Type.
Once you have selected all your parameters, click on the body of the report page to load.
Note: You can re-load a report at any time by changing one or more options and clicking on the report again.
References and Additional Resources
How to Run a Payroll
How to Process a CRA Remittance
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.