This guide covers: open the reports page, pay register, employee earnings record, deduction report, and date range and export.
Open the reports page
What it does: Surfaces every standard payroll, employee, tax, and analytical report for one client.
Where: Accountant dashboard → Reports. The portfolio-wide analytics dashboard lives at /reports.
Steps:
- From a client, click Reports in the left nav.
- The hub is grouped into six tiles: Payroll Reports · Employee Reports · Employee Benefits Reports · Other Reports · Annual Reports · Quarterly & Annual Reports.
- The purple banner at the top deep-links to Report Packages for bundling.
- The Quick Actions strip at the bottom links straight to the four most-used reports: Latest Payroll · YTD Report · Check Register · Form 941.
Who: Accountant or SMB owner on the dashboard; client owners use the same reports nav on the client portal where available.
Notes: The portfolio dashboard /reports is a different page — Total Clients · Active Employees · YTD Gross Pay · Pending Filings cards, year-over-year comparison, monthly trends, tax-liability breakdown, deadlines, and a client summary table.
Pay register
What it does: Lists every paycheck issued for a date range — gross, taxes, deductions, net, check or DD reference.
Where: Accountant dashboard → Reports → Payroll Reports → Check Register.
Steps:
- From the reports hub, click Check Register under Payroll Reports.
- Pick the date range. The table renders: Pay Date · Check # · Employee · Gross Pay · Fed Tax · SS · Medicare · Net Pay · Status (with dynamic state/local tax columns).
- Click CSV in the report toolbar to export.
- Click PDF for a print-formatted version (a separate Print button is also available).
Who: Accountant, SMB owner, or client owner.
Notes: Voided checks remain on the register tagged Voided. The same data is available filtered by employee on Employee Earnings Record below.
Earnings record
What it does: Lists every paycheck for one employee with year-to-date roll-ups — the canonical record for employment verification.
Where: Accountant dashboard → Reports → Employee Reports → Employee Earnings Record.
Steps:
- From the reports hub, click Employee Earnings Record under Employee Reports.
- Pick the Employee from the dropdown.
- Pick the Year — this report filters by year only.
- The table shows every pay run: Pay date · Pay period · Gross · Taxes · Deductions · Net.
- Click CSV or PDF to export.
Who: Accountant or SMB owner.
Notes: This is the report to hand to lenders, landlords, or attorneys when an employee asks for income verification.
Deduction report
What it does: Aggregates deductions across employees for the selected year — useful for benefits reconciliation, 401(k) remittance, and union-dues remittance.
Where: Accountant dashboard → Reports → Payroll Reports → Deductions.
Steps:
- From the reports hub, click Deductions under Payroll Reports.
- Pick the Year.
- The table lists each employee's deduction buckets: Employee · 401k · Health · HSA/FSA · Other Pre · Garnish · Other Post · Total, with a TOTALS row at the bottom.
- Click CSV to hand off to the carrier.
Who: Accountant or SMB owner.
Notes: Garnishments show up here too — but for live disbursement tracking use Garnishments instead.
Date range and export
What it does: Lets you pull payroll totals for any custom window — month, quarter, year, or arbitrary range — and download as CSV.
Where: Accountant dashboard → Reports → Payroll Reports → Month-to-Date / Quarter-to-Date / Year-to-Date / Date Range.
Steps:
- From the reports hub, click any of the four totals reports.
- Month-to-Date, Quarter-to-Date, and Year-to-Date auto-fill the window. Date Range lets you pick start and end manually.
- Each report renders company summary stats, a tax summary, and a per-employee breakdown table.
- Click CSV in the toolbar to export.
Who: Accountant or SMB owner; clients see the same set on the client portal.
Notes: All four totals reports share the same toolbar — the only difference is which dates pre-fill.
Related: Tax & compliance reports · Report packages.