3f. Print additional annual reports for the calendar year
Next, print any annual payroll reports for the current year that are required for your site. This step is optional. The additional annual reports may come in handy when you verify totals, such as for health insurance.
For example, the additional reports might include
Tip! You can set up the Pay Code Transaction Report to print annual reports for a 12-month pay code transaction report for all pay codes, and 12-month pay code transaction report for health insurance pay codes.
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How do I print pay code transaction reports?
Print the Pay Code Transaction Report for the entire calendar year.
Do this...
1. Open Connect Payroll > Reports > Pay Code Transaction Reports.
2. Change the report Date Range to select the check issue dates for the entire calendar year being closed.
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?
When should I select the checkbox to Include Terminated Employees on reports that allow it? You’ll want to include all employees who worked for you during the calendar year. If an employee was terminated during the year, using the checkbox Include Terminated Employees will print the report for the employees that were terminated during the year.
3. Use the options on the Pay Codes tab to add the pay codes for
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Social Security Employee Amount,
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Social Security Employer Amount,
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Medicare Employee Amount,
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Medicare Employer Amount, and
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FWT Employee Amount.
Pay Code Transaction Report > Pay Codes tab
4. Click Preview (Ctrl+Q) to preview and save the report or click Print
(Ctrl+P) to print the report.
The Pay Code Transaction Report prints.
Pay Code Transaction Report for the calendar year
5. Review the information and amounts on the printed report.
What if I need to print other annual reports? If you need to print other annual reports that are specific to your site, you should print them now.
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