PR> Reports> Quarterly Wage Report

Quarterly Wage Report

Summary

The Quarterly Wage report is used to complete the quarterly 941’s. The Quarterly Wage Report displays the paycheck amounts during the selected quarter and the taxable wages of those paychecks.

You can view this information on a single employee using the History tab of the Employee Maintenance window (PR> Maintenance> Employee> History tab). Click here for information on the History tab of the Employee Maintenance window.

Step by Step

1 Open the Quarterly Wage window (PR> Reports> Quarterly Wage).

2 Configure the report.

Enter an employee number in the Employee Number field to include a single employee on the report. Leave this field blank to include all employees on the report.
Enter a reporting group in the Reporting Group field to include only the employees attached to a reporting group.

Employees are added to a reporting group using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Group). Click here for information on Reporting Groups.

Use the Quarter drop-down menu to select which quarter to include on the report.

The date filter used to determine which paychecks belong in each quarter is selected in the Date to Use drop-down menu.

Enter a fiscal year in the Year field.
Select a State Deduction from the drop-down menu.
- Only deductions set up as multi-state deductions will appear in the drop-down menu. Multi-state deductions are created and maintained on the Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit). Click here for information on Deduction/Benefit Maintenance.
The Date to Use drop-down menu is used to select what date is used to determine which paychecks belong in each quarter.

Select Batch if you would like to use the batch month entered in the New Batch window when a Computer Checks or Manual Checks batch is generated.Click here for information about batch months and batch years.
Select Check if you would like to use the check date.

The check date is entered on the Checks step of the Computer Checks process (PR> Computer Checks> Checks> Check Date field).Click here for information on the Checks step of the Computer Checks process.
The check date is entered during the Timecards step on the Manual Checks process (PR> Manual Checks> Timecards> Select a check> Open the Checks tab> Check Date field). Click here for information on entering timecards on Manual Checks.

Select how the report will sort in the Sort By drop-down menu.
The Report Type drop-down menu affects the orientation of the report. The Landscape and Portrait formats display the same information, but in a different layout.
The SSN Option field is used to select how the social security number of the employees on the report will display.

You can use this field in conjunction with the Report Publishing feature to control how other users can access social security numbers. Click here for information on the Report Publishing feature.

Check the Subtotal by department toggle if you would like to include department totals on the report.
Check the Include employees without earnings for the year and Include employees with earnings for the year but not the quarter toggles to include additional employees in the report.

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