The idea
Open Payroll report dashboard (Reports › Employee payroll report). Press View report on a card to open the report. Companies with elected members also have Elected member payroll report with the monthly payroll, CIT, tax, allowance, deduction and advance reports.
| Report | What it shows |
|---|---|
| Monthly payroll report | Each employee's salary, other income, deduction, tax and net for a month: personal, pay and tax information |
| CIT report | CIT taken, with the CIT account number |
| Provident fund report | PF taken: the company's and the employee's share, with the PF account number |
| Social security fund report | SSF: the company's and the employee's share |
| Provident fund loan report | PF loan deductions |
| Gratuity report | Gratuity: the company's and the employee's share |
| Tax report | Tax by type (SST, income tax) for each employee |
| Allowance report | Allowances by item |
| Deduction report | Deductions by item |
| Advance deduction report | Loan and advance installments and interest taken |
| Employee annual report | One employee's payroll month by month for a fiscal year |
| Individual tax projection report | One employee's projected tax for the year, from the current settings and any payroll already made |
| Annual tax projection report | The projection for all employees |
| Overtime report | Overtime paid |
Which report answers which question
| You want to know | Open |
|---|---|
| What each employee was paid for a month | Monthly payroll report |
| How much tax was taken, split into SST and income tax | Tax report |
| How much of each loan or advance was recovered | Advance deduction report |
| What overtime was paid | Overtime report |
| One employee's pay, month by month, for a year | Employee annual report |
| What one employee's tax for the year is projected to be, from the current settings | Individual tax projection report |
| The same projection for everyone | Annual tax projection report |
The Employee annual report and the Individual tax projection report need an employee and a fiscal year, or the screen says "Please select atleast an employee and fiscal year". A year with no payroll shows "Payroll not exists".
Use a report
- Open it
- Choose the filters
- Export