Running a Payroll Summary Report
Overview
The Payroll Summary Report in Beyond provides a comprehensive overview of all payroll information for paid employees within a selected date range. It breaks down Wages, Withholding Taxes, Employer Taxes, and Deductions/Benefits for clear insights into your payroll.
Running the Report
- Go to Reports and select Payroll Summary.
- Apply filters as needed to refine your report.
Sections Included in the Payroll Summary
- Wages
- Withholding Taxes
- Employer Taxes
- Deductions and Benefits
- Payroll Totals
Applying Filters
At the top of the report, you’ll find filters to help narrow the results.
- Start by selecting your desired date range.
- Use Additional Filters to refine by Run ID, Location, Department, Position, or Employee.
- Scroll to the bottom of the report to see overall summaries, including Payroll Totals, Tax Liability, 941 Taxes, Net Pay, Live Check, and Direct Deposit.
Exporting the Report
You can export your Payroll Summary Report for printing or recordkeeping in the following formats:
- Excel (.xlsx)
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.