This section covers reports you should run quarterly to save for your own records and to assist in reconciling the information on your tax forms. Sage recommends the following reports (at a minimum) be printed BEFORE period-end processing:
• Quarterly Tax Report: Produces a summary of each employee's wage and tax information for the current quarter and year for each tax jurisdiction. This report should be used to assist in reconciling your quarterly 941 form and applicable State quarterly tax forms.
• Payroll Check History report: Lists all checks and direct deposits written for a specified period by employee. Use this report for reference purposes. This report may not be appropriate for all reconciling purposes.