How do I print quarterly reports for the 4th quarter?
Print the quarterly reports required for your site for the fourth quarter; include Federal and State quarterly reports.
Tip! You should have received the official Form 941 and Schedule B forms from the IRS. You may use the corresponding Caselle reports, see the previous list, to copy information to the federal forms. If you would like to print the information directly onto the official forms, contact customer service for instructions.
This is a list of the Quarterly reports. You should only print the reports that are required by your organization.
Printing quarterly reports
1. Open Connect Payroll > Reports > [Insert Report Name].
See the list of quarterly reports, shown above.
2. Verify the quarterly date range for the selected report.
The quarterly date range for the fourth quarter is usually 10/01/YYYY to 12/31/YYYY. If you're printing the quarterly reports for the fourth quarter, you should change the report date range to set 10/01/YYYY as the from date and 12/31/YYYY as the to date.
How do I change the date range for quarterly reports?
Report date range, Fourth quarter dates
3. Click Print (Ctrl+P) to print the report.
4. Repeat these steps to print the next quarterly report.
The quarterly report prints. Repeat these steps to print the next quarterly report in the list, and then set the quarterly reports aside. You’ll need them later.
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Step 1c. Print quarterly reports for the fourth quarter
Print the quarterly reports required for your site for the fourth quarter; include the federal and state quarterly reports. How do I print quarterly reports for the 4th quarter? Copyright © 2025 Caselle, Incorporated. All rights reserved.How do I change the date range for quarterly reports?
Change the report date range to print a quarterly report. Changing the date range for quarterly reports 1. Click Advanced Options. Advanced Options link in Report Dates The Report Dates Advanced form displays. Report Dates Advanced form 2. Use the ...How do I change the date range for quarterly reports?
Change the report date range to print a quarterly report. Changing the date range for quarterly reports 1. Click Advanced Options. Advanced Options link in Report Dates The Report Dates Advanced form displays. Report Dates Advanced form 2. Use the ...3e. Verify reports
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You can take these preliminary steps to balance the Payroll Year-end Reports: 941 Report, Employee Tax Summary, and Pay Code Transaction Report. Balancing the Payroll Year-end Reports is not required but it will make it easier for you to complete the ...