Quarterly Payroll Numbers Detail Report (BOLD Analyze)

This report shows a good summary of the quarterly payroll totals broken down by tax type.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

 

Legend

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Filter Panel

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Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type QUARTERLY PAYROLL
  3. Click on the Quarterly Payroll Numbers Detail Report

mceclip0.png

 

 

Logic

This report shows a good summary of the quarterly payroll totals broken down by tax type.

 

 

Filter Options

mceclip3.png Filter Name Options Description
Date Type Accounting Period Date, Check Date  
Date From   Use this filter to refine Payment Check's Accounting Period Date or Payment Check's Date between the date range
Date To  
Date Range Yesterday, Today, Tomorrow, … When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

 

 

Graphs/Widgets

mceclip0.png

 

 

Field Details

Field Name Description Notes
Check Year Payment Check's Year  
Quarter Payment Check's Quarter  
BankID Payment Bank's ID  
Tax Type Payment Check Tax Type Description  
Tax Name Payment Check Tax Name  
Taxable Gross Payment Check Taxable Gross Amount  
Tax Amount Payment Check Tax Amount  
Payee Talent Name or Agency Name  
Check Number Payment Check's Number  

 

 

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