School YTD Payroll Summary Report

The School YTD Payroll Summary Report shows the totals for gross wages, as well as all selected deductions, including system deductions  (e.g. FICA, Medicare, FWT, SWT) and any selected voluntary deductions, all within a given date range.

• Only payroll registers in at least the Approved state are included.

• The pay date must be within the selected date range for the register to be included.

The report can be reached by selecting Reports > Payroll > School YTD Payroll Summary Report and can be created as a PDF or Excel file.

The report contains the following information:

Fields included on the report are: employee name & SSN, gross wages, supplemental pay, taxable income, FWT, SWT, FICA wages & tax, Medicare wages & tax, EIC, plus any selected deductions.

Report filters are:

• Accounting cycle

• Start & end dates

• Site

• Department

• Employee

• Non-taxable annuity deduction — select none, one, or more

• Post-tax deduction — select none, one, or more

• Section 125 deduction — select none, one, or more

• Taxable benefit deduction — select none, one, or more

• Dependent care reimbursement deduction — select none, one, or more

• Section 457 deduction — list is empty unless Section 457 Plan in Payroll Configuration is set to Yes

• Retirement deduction pre-tax — select none, one, or more

• Retirement deduction post-tax — select none, one, or more

Sample report

Return to Payroll Reports Overview