How to Download Important Reports

How to download important reports

How to download Payroll Register Reports

1. Navigate to Payroll, then click on the Reports tab.

2. Under the Standard Reports tab, you’ll find the payroll register report under the Payroll Reports section, click on Payroll Register.

3. Select the desired pay run from the dropdown, and then click Submit.

Only one pay run can be selected at a time.

4. Once the report has successfully loaded, scroll down to the bottom of the report. Click Export to PDF.

5. Repeat the above steps for all payroll registers required.

How to download Year End Tax Forms (T4, T4A & RL-1)

1. Navigate to Payroll, then under the Payroll tab, click Tax Form Runs under the Year End section.

2. Click View on each of the Year End Tax Form Runs you need to download.

3. Click View All T4 Slips. The same will apply for any further tax forms required, T4A or RL-1.

4. All tax forms will open in a separate tab. Once this tab is open, click the Download button.

5. Repeat the above steps for all tax form runs required.

How to download Employee Tax and Compensation Reports

1. Navigate to Payroll, then open the Reports tab.

2. Under the Custom Reports tab, you’ll find the employee tax and compensation report under the Employee Reports section. Click on Employee Tax and Compensation.

3. Employee selection should stay as All. Click Submit.

4. Scroll to the right-hand side of the report to find the Export buttons. You can download this report in Excel, CSV or PDF format; click on the format you require. 

    • Related Articles

    • How do custom reports work?

      Opening a custom report Select Reports on the side menu and choose the Custom Reports tab. Click on any custom report to view or edit. To see a detailed list of which data is included in each report, check out our article on What information is in ...
    • What information is in the employee custom reports?

      Employee Contact Points This report can be filtered to show only one employee at a time, otherwise, it will show all employees with a new row for each contact point the employee has.  Below is a table of all fields that are included in the report. ...
    • What information is in the standard reports?

      Departmental Payroll Register This report breaks down your register entries into department sections. Each department will have a departmental total, and the report shows a company total at the bottom. You can export this report to a pdf. Employee ...
    • How to set up Federal Personal Tax Credits

      We have enhanced the way our system is able to handle how you process Federal Personal Tax Credits. Previously, tax credited was based on a static amount of $13,229.00. We have recently made changes to our system to provide Federal Personal Tax ...
    • How to download Client Sales Tax Rate Report

      A new Client Sales Tax Report has been added to the Payroll Custom Provider Reports. This report shows the sales tax rate. To view and download this report, follow the below steps: 1. Sign into your payroll account and click Reports