Report Packs
Report packs enable you to group reports together in a template, and apply that template to multiple clients, enabling you to create a number of reports for a number of clients.
There are four groups of reports:
Report Pack Group | Reports created for | When | Reason |
Bureau Reconciliation | Bureau (You) | Each pay period before generating your client’s reports. | For you to reconcile after processing your client’s payroll. |
Client Approval | Client | Each pay period before employees are paid. | For your Client to approve (sign off) payroll. |
Payroll Final | Client | Each pay period after employees are paid. | For your Client to keep payroll information for their records. |
Year-end | Client | Annually at the end of the tax year. | P60s to be issued to employees. |
The main screen consists of three sections: