Deduction Report screen

Use the Deduction Report screen to create a report of deductions by payroll transaction for a specified date range. The report only includes employees assigned to Pay System screen to which you have access.

Note: Payroll transactions entered on the Edit Forms W-2 (U.S.) screen, the Edit Forms T4 (Canada) screen, or the Enter Payroll Initial Balances screen are included in the Deduction Report.

You can specify the types of deductions to include in the report, including deduction codes and payroll taxes. The report includes only employees assigned to pay systems to which you have access. You can print or save this report.

To open the Deduction Report screen, select Employees > Reports > Deduction Report in the All Tasks pane.

You can control the output of the Deduction Report by entering details in one or more of the following fields on the Options tab:
  • Select Format: If you have modified the format and layout of this report on the Modify Reports screen, select the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Company: Select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Check From Date: Enter the starting payroll transaction date for the report, select the date from a date picker, or enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.
  • Check Through Date: Enter the ending payroll transaction date for the report, select the date from a date picker, or enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.
  • Employee: Select one or more employees for the report. If no employees are selected, all employees appear in the report.
  • Include Deductions: Select the checkbox to include non-payroll tax deductions in the report.
  • Deduction Code: Select one or more deduction codes for the report. If no deduction codes are selected and the Include Deductions checkbox is selected, all deduction codes appear in the report.
  • Include Payroll Taxes: Select the checkbox to include payroll tax deductions in the report.
  • Detailed or Summary: Select Detailed to show the employee for each payroll transaction in the report. Select Summary to show the payroll transaction number without the employee in the report.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For more information on running the report, see Run and Print Reports.