Webinar_Step_3B_and_D._Payroll_history_and_employee_tax_summary_09m12s_

Webinar: Step 3B and D. Payroll history and employee tax summary (09m12s)

Set up the payroll history and employee tax summary to include the entire calendar year. You'll be using the two reports to verify employee and payroll information. 

In this webinar, learn how to: 

  • Step 3B. Print payroll history for the calendar year [More]

  • Step 3D. Print employee tax summary for the calendar year [More]

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Webinars: Payroll W-2s

      Webinar: Payroll Year-end Preparation (56m06s) Webinar: Step 1. Upload year-end checklist (4m30s) Webinar: Step 2A-D. Verify pay code information (12m28s) Webinar: Step 2E. Run Checkout (21m44s) Webinar: Step 3A. How to check GL updates (5m24s) ...

    • 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 ...

    • Payroll Year-end FAQs

      Should I install program updates prior to beginning my Payroll year-end process? Yes, you’ll need to load all program updates before you start the Payroll Year-End Checklist. Usually, the information you’ll need from the IRS and year-end reporting is ...

    • Webinar: Step 2A-D. Verify pay code information (12m28s)

      Carefully review the information stored in the Pay Codes table. The application uses the pay codes stored in the Pay Code table to calculate employee and employer amounts on quarterly reports, annual reports, W-2s, and so on. [More] In this webinar, ...

    • Step 3. Verify year-to-date information

      Step 3. Verify year-to-date information You need to verify payroll transactions for the calendar year. If you have updated payroll transactions to the General Ledger application every pay period, you should have an easier time finishing this step. ...