Year To Date Balances

Export the YTD balances for your employees.

  1. Open the required company.

  2. Go to Reports.

  3. Select Pay Runs.

    Select Pay Runs.

  4. Select Year To Date balances.

  5. Choose Tax Year.

  6. Choose Month.

  1. Select Preview.

Select Alternatively, download a CSV for all employees, or Download as.. (if required).

  • Download as PDF.

  • Download as CSV.

Example...