About Payroll Setup Reports

Setup reports allow you to review the information you entered when setting up payroll features in Sage 300 Payroll.

Sage 300 Payroll includes the following Setup reports:

Setup reports
Report Name	Report Description
Class Codes	Lists the information entered for Class 1, Class 2, Class 3, and Class 4 in the Class Codes page. Included are the class codes and descriptions assigned to each class.
Common Deduction Limits	Lists details entered in the Common Deduction Limits window, such as deduction, description, employee annual maximums, and employer annual maximums.
Earnings and Deductions	Lists the information set up for accruals, advances, benefits, deductions, earnings, or expense reimbursements. The report must be printed for one earning/deduction category at a time.
EFT Combine	Lists the companies you have entered on the EFT Combine page.
EFT Options	Print the EFT Options setup report after setting up your EFT (direct deposit) options or whenever you want to verify the setup of the banks you use for direct deposit. This report lists the information entered on the EFT Options page.
G/L Integration	Print this report to verify the information that you entered on the G/L Integration page.
Optional Fields	Print this report after setting up your optional fields or whenever you want to verify your optional fields setup.
Options	Lists the information entered on the Payroll Setup Options window, including the years of history to keep, pay periods per year, hours per pay frequencies for each pay frequency, and integration options.
Overtime Schedules	Lists the information entered for the selected overtime schedules on the Overtime Schedules page.
Shift Differential Schedules	Lists the information entered for the selected shift differential schedules on the Shift Differential Schedules page including shift differential rates for Shift 1, Shift 2, Shift 3, and Shift 4.
Tax Profiles	Lists the information entered for the selected taxes in the Income Taxes either the Federal and State Tax Codes window or the Local/Other Tax Codes window. This information includes base earnings, base deductions, and G/L distribution accounts.
Update Local Taxes Audit	This report logs all changes made to Local/Other Tax Codes setup window. The audit includes the date and type of each change, if the tax setup is new or was modified, and the new value of each change as applicable. Once printed, the audit report clears.
Work Classification Codes	Print the Work Classification Codes report after setting up or modifying your work classification codes.
Workers' Compensation Codes	Lists the information entered for the workers' compensation groups and codes on the Workers' Compensation Codes page. This includes the workers' compensation group, codes, descriptions, and rates (current and previous).