Payroll Reports Overview

The following reports are available for the Payroll module. You access them by selecting Reports from the My AptaFund menu, and then selecting the Payroll module.

Quarterly wage & unemployment reports and state retirement reports are included in AptaFund, but they're not described in this help file because the layouts differ from state to state.

Click here for instructions on generating the reports.

Payroll

• Employer EFT Tax Report
• Multiple Work Site Report
• Payroll Configuration Values for Deductions Report
• Payroll Fund Transfer Report

Annual & Quarterly Reports

• Form 941 Quarterly Information Report

• Form W-2 Wage and Tax Statement

• Period Accrual Report

• W-2 Form Summary Report

• W-2 Form Summary Table Report

Employee Reports

• 403(b)/457(b) Plan Report

• Benefit Management Census Report

• Benefit Management Report

• Census File Report (PlanWithEase)

• Deduction and Benefit Definitions Report

• Deduction Groups Report

• Deduction Multi-Year Cap Report

• Direct Deposit Activity Report

• Employee Cost Report

• Employee Deduction Sets Report

• Employee Deduction Summary Report

• Employee Payment History for Calendar Year

• Employee Payment Summary for Calendar Year

• Employee Payroll Expenditure History for Fiscal Year

• Employee Payroll Expenditure Summary for Fiscal Year

• Employee Payroll Hours Worked

• Employee Salary Change Report

• Employee Substitute Teacher Report

• Employee Tax Location Report

• FYE Deduction Set Rollover Report

• FYE Employee Leave Balance Report

• Gross Earnings by Workman's Comp Codes

• Gross Wages by Deduction For Calendar Year Report

• Gross Wages by Deduction

• Gross Wages by Job Name

• Gross Wages by Site

• GTL Insurance over $50K Report

• Job Requisition Report

• Leave Accrual Detail Report

• Leave Liability Report

• Leave Taken Detail Report

• Leave Type Balance Report

• Missing Deductions Report

• Monthly Totals by Employee for Calendar Year

• Monthly Totals by Employee for Fiscal Year

• Paycheck Stub Report

• Payment Distribution Detail Report

• Payment Distribution Summary Report

• Payment Plan Report

• Payroll Deduction Verification Report

• Payroll Totals by Employee Details with Pay Date Range Report

• Payroll Totals by Employee Details with Registers Report

• Payroll Totals by Employee Report

• Recurring Docks Report

• School YTD Payroll Summary Report

• Section 125 Deduction Totals by Month Report

• W-2 Adjustment Report

• Withholdings and Deductions Allocation for Calendar Year Report

• Withholdings and Deductions Allocation for Fiscal Year Report

• Withholdings and Deductions by Employee for Calendar Year Report

• Withholdings and Deductions by Employee for Fiscal Year Report

Payroll Liability Reports

• Payroll Liabilities for Date Range Report

• Payroll Liabilities Vendor Detail Report

• Payroll Liabilities Vendor Summary Report

• Payroll Liability Summary for Calendar Year Report

• Payroll Liability Voucher Form

• Payroll Voucher by Vendor Report

Payroll Register Reports

• Account Activity by Payment Report

• Docked Pay by Register Report

• Excluded Deductions by Deduction Report

• Excluded Deductions by Employee Report

• New Jobs/Addenda Report

• Payroll Check and Deposit Slip Register Report

• Payroll Cross Tab for Calendar Year Report

• Payroll Cross Tab Report

• Payroll Labor Counts Report

• Payroll Paycheck Site Report

• Payroll Register Account Code Detail Report

• Payroll Register Account Code Summary Report

• Payroll Register by Department for Fiscal Year Report

• Payroll Register by Paycheck Report

• Payroll Register by Site for Fiscal Year Report

• Payroll Register Deduction Detail Report

• Payroll Register Earnings Summary for Fiscal Year Report

• Payroll Register Leave for Calendar Year Report

• Payroll Register Leave for Fiscal Year Report

• Payroll Register Overtime Hourly Rate Change Report

• Payroll Register Overtime Hours Report

• Payroll Register Paycheck Summary Report

• Payroll Register Payments Report

• Payroll Register Pre-Pay Check Listing Report

• Payroll Register Verification Report

• Paystubs by Register Report

• Supplemental Pay by Register Report

Return to Payroll Overview