Summary

The Quarterly Wage report is used to complete the quarterly 941’s. The Quarterly Wage Report displays the paycheck amounts during the selected quarter and the taxable wages of those paychecks.

You can view this information on a single employee using the History tab of the Employee Maintenance window (PR> Maintenance> Employee> History tab).

Step by Step

1     Open the Quarterly Wage window (PR> Reports> Quarterly Wage).

2     Configure the report.

• Enter an employee number in the Employee Number field to include a single employee on the report. Leave this field blank to include all employees on the report.
  • The total number of employees included in the report will be displayed in the report totals at the end.
  • Click the field search button to select an employee from a list.
• Enter a reporting group in the Reporting Group field to include only the employees attached to a reporting group.
  • Employees are added to a reporting group using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Group).
  • Click the field search button to select a reporting group from a list.
• Use the Quarter drop-down menu to select which quarter to include on the report.
  • The date filter used to determine which paychecks belong in each quarter is selected in the Date to Use drop-down menu.
• Enter a calendar year in the Year field.
• Select a State Deduction from the drop-down menu.
  • Only deductions set up as multi-state deductions will appear in the drop-down menu. Multi-state deductions are created and maintained on the Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit).
• The Date to Use drop-down menu is used to select what date is used to determine which paychecks belong in each quarter.
  • Select Batch if you would like to use the batch month entered in the New Batch window when a Computer Checks or Manual Checks batch is generated.
  • Select Check if you would like to use the check date.
    • The check date is entered on the Checks step of the Computer Checks process (PR> Computer Checks> Checks> Check Date field).
    • The check date is entered during the Timecards step on the Manual Checks process (PR> Manual Checks> Timecards> Select a check> Open the Checks tab> Check Date field).
• Select how the report will sort in the Sort By drop-down menu.
• The Report Type drop-down menu affects the orientation of the report. The Landscape and Portrait formats display the same information, but in a different layout.
• The SSN Option field is used to select how the social security number of the employees on the report will display.
  • Select Do Not Print if you would like to remove the social security numbers from the report.
  • Select Print Last 4 Digits if you would like to display only the last four digits of the social security number on the report.
  • Select Print Full SSN if you would like to display the entire social security number on the report.
• Check the Subtotal by department toggle if you would like to include department totals on the report.
• Check the Include employees without earnings for the year and Include employees with earnings for the year but not the quarter toggles to include additional employees in the report.
• Check the Include negative quarterly wages toggle to include negative quarterly wages in the report.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.