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. 

Reports

Go to Reports and then click on Quarterly & Year End on the left toolbar.

Under Search, make sure you have selected the following settings:

  1. Pay Group: Select the pay group you want to report on.
  2. Year: Select the year you want to run the report on.
  3. 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.


What's next?

Would you like to learn how to run a date range report?

Do you want to see reports for specific pay cycles?