Quarterly & Year End Reports
Purpose: To help you understand how to use the quarterly and year-end reports. This is where you can access W-2s, quarterly reports, and annual returns.
Go to Reports and then click on Quarterly & Year End on the left toolbar.
Under Search, make sure you have selected the following settings:
- Pay Group: Select the pay group you want to report on.
- Year: Select the year you want to run the report on.
- Duration: Select the duration.
The report will automatically generate and show you all results. This is where we will post the DE9, 940, 941, W-3, and all employee W-2s and contractor 1099s.
4. View: Click the View link to open the report in PDF format.
Without the employee's name, the first W-2 in the list will include all employee W-2s in one report.