View QTD and YTD Totals

You can view an employee's quarterly and yearly totals. On the Payroll tab, click Employees > QTD & YTD Totals. Select the payroll year you want to view in the top-right corner, then click each tab to view the employee's information.

As part of the Payroll End of Year process, you can reset this information each year or copy the same values from the previous year. You can enter or modify totals to correct paycheck mistakes or if you're starting the Payroll program in the middle of the year.

Salary/Deductions

On this tab, view an employee's salary changes and deductions for the year and for each quarter.

To see changes in salary amount and frequency, view salary history.

Hours

If you track employee hours, you can view the total hours worked for the year and for each quarter.

You can edit the hours in this window, but this doesn't affect paychecks.

W-2

View an employee's totals for all non-contract jobs for a specific employer. You can print a W-2 from this window or as part of the Year-End Process.

Remember that you can export W-2 information electronically through the Social Security Administration website.

1099

View an employee's totals for all contract jobs for a specific employer. You can print a 1099 from this window or as part of the Year-End Process.

Remember that you can electronically file your 1099s using the Tax E-File Processes.

Benefits

If you track employer benefits, view them here. This is for your information only. These items don't print on paychecks and aren't updated when paychecks are issued.

You can print these items in reports and use them to show employee benefits that aren't recorded somewhere else.

ACA

To ensure compliance with the Affordable Care Act, you must complete either Form 1095-B or Form 1095-C. For more information and steps on completing the form, see Affordable Care Act.

You can select Neither for Health Coverage in cases where the employee has left the company over a year ago (but you need to keep their record), or you need to come back and review that employee's settings later.

Use the Status field to track the status of each employee for affordable healthcare purposes. This field can be used in advanced report selections.

The Applicable Large Employer must enter a two-digit number for Plan Start Month. If no health plan is offered to the employee, select 00.

You can view these fields on the Employee Complete Information report.

Print an Employee's W-2

  1. On the Payroll tab, click Employees > QTD & YTD Totals.
  2. Locate the appropriate record.
  3. Make sure you have the correct year selected in the drop-down box.
  4. On the W-2 tab, select the employer.
  5. Review the information, then click Print W-2 for this Employee.
  6. Place the blank form in your printer, then click OK.
  7. Preview and print the form.
  8. The W-3 Transmittal Summary prints next. Place the blank form in your printer, then click OK.
  9. Preview and print the form.

Print an Employee's 1099

  1. On the Payroll tab, click Employees > QTD & YTD Totals.
  2. Locate the appropriate record.
  3. Make sure you have the correct year selected in the drop-down box.
  4. On the 1099 tab, select the employer.
  5. Review the information, then click Print 1099 Report for this Employee.
  6. Place the blank form in your printer, then click OK.
  7. Preview and print the form.
  8. The 1096 Transmittal Summary prints next. Place the blank form in your printer, then click OK.
  9. Preview and print the form.