Custom Reports (again)

[TheBigZ]

So I've read the notice on the custom reports menu... "The Report Center has all of the reports needed for all accounting and reporting needs and should be used for such purposes." I get that you don't want us using that section to do actual payroll tax returns.

Well, I need a list of the local tax for the quarter, broken down by employee... without having to reload the paper tray to do it. I don't see a report in Report Center that will do that. So I've been using a custom report for years. And of course it's inevitable that 1 or 2 employees will be off by a couple cents for each employer since there's no proper calculating going on.

Am I just wearin my 'stupid' glasses & not seeing the report that will give me that info, or can we get it added so I can stop using any custom reports at all.

[Paul Mayer]

Is it that you use the list for information or you actually submit it as an attachment to your local tax report?

If it is just for information, one of the two reports you should be printing each pay day in case of a future audit has that information. The 80 Column report under the Period reports give you all figures by Pay Period, MTD, QTD and YTD.

[TheBigZ]

Is it that you use the list for information or you actually submit it as an attachment to your local tax report?

Information. I write the numbers on a form from the local collector. The form is generally preprinted with the employees names, addresses & socials.


If it is just for information, one of the two reports you should be printing each pay day in case of a future audit has that information. The 80 Column report under the Period reports give you all figures by Pay Period, MTD, QTD and YTD.

That's what I meant by the "reload the paper tray" remark. That report generates a lot of paper (& uses toner) that's not needed for this. What I need would fit on 1 page... a list of employees, with the total of local tax for the quarter for each one. I'd be surprised actually if everyone using the program is printing all that paper for each pay. I can print anything I need later for an audit if it ever comes up. I go overboard on backing up my system (raided data drive on the PC, and a raided NAS drive that mirrors the PC on the fly, and periodic cd burns).

At any rate, I can use the 80 column report I guess... or go ahead & print a custom report & compare it on screen to the 80 column & make any changes that way.

[Paul Mayer]

We know the report uses paper, but that report is a MUST to have printed and stored in a filing cabinet, notebook or whatever in case of an audit.

The IRS does NOT want to look at a computer program they want to see details that are only in that report. And since you have it because you are printing it out to keep you out of trouble, the numbers are there.

See this page as we have that report and the company report marked in bold text as to why they need to be printed and stored. You print those and you will have a one day audit, you don't and you will have auditors visiting you all day every day for weeks.