The Quarter Report program generates a report of quarter-to-date figures for employees and provides information necessary to complete the IRS Form 941 Quarterly statement.
The Save and Recall option allows the users to create and save certain reports for different report runs for each report option. The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user. If the report is no longer needed, click on to delete the report. The Default reports cannot be deleted.
Sample Quarter Report
Form 941 Breakdown
Line 2) QTD Taxable Wages
Calculated Adjusted Gross + Medicare Pick up
Line 5C) QTD Medicare Taxable Wages
Adjustment Journals of Type Applicable Gross for Medicare Tax Items
Historical Payroll Item Applicable Gross for Medicare Tax Items (History)
Adjustment Journals of Type Life Insurance
All totaled together = Line 5C) QTD Medicare Taxable Wages
Users with Admin level privs can go to Utilities / Custom Grid Creator and select Historical Payroll Item. This will provide a grid of the history and they can filter, add columns, sort, etc