Your Guide to Payroll Reports in Rise
Understanding your payroll data is a key part of running a smooth business. This guide will walk you through how to access the most important reports in Rise, helping you get the information you need quickly and with confidence.
1. Payroll Register Report
There are two primary ways to access the detailed Payroll Register report in Rise. This report is a detailed breakdown of each individual pay run. It's an essential report for verifying gross wages, deductions, and net pay before and after a payroll is processed.
- From the main menu, go to Payroll > Reports.
Select the specific pay run you want to review in the Payroll register drop-down, then click Generate Report.
Method 2: Directly from a Pay Run
Go to Payroll and click on Process Payroll / Review Payroll History.
Next to the pay period you want to review, click Results.
From there, select View Payroll Register Report.
- For both options, the report will automatically open in a new tab in PDF format and can be downloaded or printed from there.
Quick Tip: Please note that this report cannot be exported to Excel. The Payroll Register is only available as a PDF, and you can only view one pay run at a time. This helps you focus on a single set of data for accuracy.
2. Year-End Tax Forms (T4, T4A & RL-1)
When tax season arrives, you'll need to access your official year-end tax forms. Rise makes it simple to view and download these important documents.
- Go to Payroll > Tax Form Runs.
- Click View next to the tax form runs you need.
- Click View All Tax Slips.
- The report will open in PDF format, where you can download or print it. Repeat this process as needed for any additional tax form runs.
3. Employee Tax and Compensation Report
- Go to Reports > Payroll reports > Employee tax and compensation.
- Optional: You can use the filters to refine your data. For example, check the box to Include terminated employees or adjust the Payroll organization to see specific data sets.
- Click Download to select and get the report in your preferred format: CSV, PDF, or Excel.
Need more help?Our goal is to help you master payroll management. If you can’t find the report you’re looking for or have any questions about the data, please submit a ticket, and our support team will be happy to assist you.
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