3b. Print payroll history for the calendar year
In steps 3b-d, you're going to print the reports you will need to verify the year-to-date information. You will use these reports to verify the information in the Payroll database is correct because this is the information that's going to print on the W-2s.
The Payroll History report lists the entire year’s activity, including check numbers and year-to-date totals for each employee. You will use this report to
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balance the Annual 941 report in step 3c,
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verify the same information displays on the Payroll History Report to the Annual 941 report, and
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verify the same information displays on the Payroll Conversion Report to make sure the converted employee information is correct.
Tip! The Payroll History report for the entire year can be quite lengthy. You may wish to start the print job just before you leave the office for the evening or at some other time when printer traffic is low.
Do not throw the Payroll History report away. State and Federal laws require that you keep payroll data for several years. After you have finished using the Payroll History, you should store this report in your archives.
Webinar: Step 3B and D. Payroll history and employee tax summary
How do I print the Payroll History report?
Print the Payroll History report for the entire calendar year. You're going to use the report to list the entire year's activity, including check numbers and year-to-date totals for each employee.
Do this...
1. Open Connect Payroll > Reports > Payroll History.
2. Select Payroll History - By Calendar Year [Caselle Master] from the Title drop-down list
3. Verify that the report dates select the entire calendar year.
How do I change the date range for annual reports? Use the options in Report Dates to select the calendar year (01/01/YYYY to 12/31/YYYY). To learn more, see the help topic titled How do I change the date range for annual reports?
4. Next, click Print (Ctrl+P).
5. When the Print Setup form displays, click OK.
6. Set the printed report aside. You’ll use it later to reconcile the Annual 941 Report.
The Payroll History report prints for each employee. At the end of each employee, the report prints the employee’s year-to-date totals. The last page of the report shows you the grand total for all employees. Set the printed report aside. You’ll need it in a few more steps.
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