Training Tidbit: Report Template for Untaxed Employee Listing
Did you know that with Report Writer, you are able to create reports to meet the customized reporting needs at your organization?
For example, you can create a report to utilize as part of a Payroll check cycle that prints any employees without an amount being withheld and/or expensed for Federal taxes (i.e. FIT, Social Security, and Medicare).The report would help ensure all employees are being taxed properly and a mistake had not been made.A sample of this report is shown below.
For those customers who have the full version of the Report Writer module licensed, we have provided a complimentary template of this report for youto download from our website. You can then importthe report template into the Report Writer module using the Import option.Refer to the steps below for detailed instructions.
Downloading the Report Template:
- Click this link to access the report template file:
https://docs.su-inc.com/training/rw/RWTemplate2.exe/training/rw/RWTemplate2.exe - A message will appear prompting to run or save the file; click the Run button (the Open button if using Windows 2000). Note: Depending on the security settings of your Internet browser, an additional prompt may appear after clicking the Run button stating the publisher could not be verified; if the additional message appears, click Run to continue.
- When prompted for the location in which to save the unzipped file, specify a location and then click the Unzip button. The system will default to save the file on your C: drive, but that can be changed if desired. Please note the location you select for where to save the unzipped file.
- Once the file has been unzipped, a message will appear stating the process was successful; click OK.
- Then click the Close button to close the screen.
- There will now be a file called Transfer.xml containing the report template in the location you specified above.
Importing the Report Template into Report Writer:
- From the Report Writer screen, select the Options menu and then Import Reports.
- When prompted, selected the location of the Transfer.xml file (as noted above); then click Open.
- At the Import Reports screen, select the report to import by clicking once on the box under the Selected column to the left of the report name. A checkmark will appear in the box if the report is selected.
- Then click the Execute button, and when prompted to continue importing the report, click Yes. Note: If a report with the same name already exists, the system will prompt asking to replace the existing file; click Replace to copy over the existing report, or click Rename to import the file under another report name, or click Leave to keep the existing report and not import the new one.
- Click the X in the upper right-hand corner of the Import Reports screen to display the Report Writer screen.
To see a full example of this report, click the link below. The report shows two employees, one where the employee (ANDEJUL) did not earn enough to have any FIT withheld, and the other (GREEDAL) where the employee did not have any Medicare calculated because the wages were not cross referenced correctly.
For more information on the Report Writer module, visit the Report Writer product page of our website at /rw.asp. Also, to register for a Report Writer or Advanced Report Writer Workshop where you will learn how to create similar reports and those using additional report features, visit our training calendar.