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 (ID 26733): 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.
TIP: Video included on Year-End Videos tab:
- How to Print Quarterly Reports in Payroll
- Overview of Period and Year End Processes
TIP: Set up Paperless Office to save your Period & Year-End Reports (ID 49809)