Payroll reports

One library of every payroll report, a runner that opens with figures, your own custom reports, and reports mailed to your Inbox every month.

Payroll › Reports is for people who run or approve payroll and can read private pay details. Reports on a run read locked or released payroll runs, so the figures match the pay register.

Reports has two tabs: Library and Scheduled.

Library

The Library is one list of every report you can open: the built-in payroll reports, the statutory reports, and your own custom reports.

Search finds a report by its name, then by what it is for.
Filters narrows the list by Category (Payroll, Payroll run, Statutory, Audit, Income tax and more, plus Custom), Reads (a completed run, months, a year, a day, dates or today), Kind (built in or yours), Who sees it, and Mailed.
Each row says what the report reads, who can see it, and whether it is mailed to you.
The row menu has Schedule, to get the report in your Inbox every month. A custom report you own also has Delete.
New custom report builds your own report. Pick the pay register for a month range, or employees’ financial details, then pick columns, filters and a sort order. Save it for yourself or share it with other payroll reporters. Private columns such as bank details show only their masked form.

Running a report

Open a report from the Library and it runs straight away on a sensible default: the latest completed run, the current month or year, or today. There is no Run button.

Change the period at the top (the run, month, year, day or dates) and the report runs again.
Filters narrows it to a legal entity, a pay group, or other choices the report offers.
The page shows the main figures, one chart, and the table, with the pager always shown.
Export Excel downloads the file. Its menu also has Download CSV and Mail it to me monthly. The file holds every row your filters find and is never cut. Over 10,000 rows, export per location.
If no run is locked yet, or your filters hide every run, the page says so. Use Every entity, every pay group to clear the filters.

Reports you asked to receive every month. A schedule runs after each payroll run is released, or on a day of the month, and puts the file in your Inbox. You can pause, resume or delete a schedule. If you lose access to payroll reports, your schedules pause on their own.

Files to upload and tax certificates

These are files you upload to a government portal, so they are on Payroll › Filing, not in Reports.

Run files: the PF ECR, PF arrears ECR, ESI contribution file, ESI review sheet, and the PT and LWF file of each locked or released run. Open Filing › This quarter and the Files to upload for each run fold. Pick the run and download each file.
Part B for one person: the annual salary TDS certificate (Form 130, Part B) for one employee and one financial year. Open the Form 130 fold on Filing, then Download Part B in that person’s row menu. It is made from payroll, so it works before any TRACES file is uploaded. People who prepare payroll see this action too.
Uploading Part A from TRACES, releasing certificates to employees, and the ZIP of many certificates are for the tax verifier and Finance.

Some statutory files are not available yet: EPFO bulk-upload files, PF admin charges, prescribed PF, ESI and PT forms, and wage registers. They appear once their official formats are confirmed.