Reports > Quarterly Reports

Year End Reports (Payroll)

After your final payroll of the year has been processed,

Navigate to Payroll > Reports > Quarterly Reports 

  • Run the 941 report
  • Run the State Withholding  report
  • Run the Local Withholding report
  • Run the Worker's Compensation report
  • Run the Quarterly Totals report
  • Run the Unemployment/ Insurance Deductions report

Confirm that all reports are Balanced before proceeding to Year End Reports.

Navigate to Payroll > Reports > Year End

  • Run reports for 401K
  • Run reports for W-2s
  • Run reports for ACA