Employee Ledger Card Report

The Employee Ledger Card can be an essential tool in obtaining detailed information about an Employee’s deductions, tax withholding, hours, and wages per Paycheck. Besides the information already listed, the report also contains the Employee’s tax withholding marital status, Social Security number, address, and number of allowances claimed. The report pulls information from the Paychecks and will display one Employee per page if it is run with detail. If it is run without detail, the report will list all Employees on one page.

Setup

Select Employee - Select Employee(s) to be included in the report.

Emp. Cls. - A subset of Employees can quickly be selected if the Classifications are set on the Employee file(s).

Select Style -

Tax Withholding - Displays Gross Wage, Tax Withholding, Other, and the Net Wage. All voluntary deductions withheld from the Paycheck will be grouped into the Other category.
Deduction Detail - Displays Gross Wage, Individual Voluntary Deductions, Tax Withheld, and Net Wages per paycheck. All taxes withheld from the paycheck will be grouped into the Tax W/H category.
Deduction Summary - Displays Gross Wage, Individual Voluntary Deductions, Tax Withheld, and Net Wages per Employee for the date or check number range specified. Up to 12 deductions can display on the report. If more than 12 deductions exist in the data, select the deductions to include.
Gross Pay/Wages - Display Gross Wages by Pay Headings, Total Hours Worked, and Total Gross Wages. It will not display Tax Withheld, Deductions, or Net Pay information.
Gross Pay/Hours - Display Hours Worked by Pay Headings, Total Hours Worked, and Total Gross Wages. It will not display Tax Withheld, Deductions, or Net Pay information.

Select Range - Select either a date or check range for the report.

Include SSN - With this option selected, the Employee Social Security number will print on the report.

Include Subtotals - This option displays month and quarter totals for the range specified.

Departments Sort - Available on the Deduction Summary style only, this option sorts and totals the report by the department set on the Employee file.

Show Detail - Available on the Tax Withholding, Gross Pay/Wages, and Gross Pay/Hours styles, selecting this option displays the individual check information. If it is not selected, the report shows one line per employee and displays only the totals of the range selected.

Include Additional Dataset - If the report is based on a date range and the workstation has access to additional datasets, one can be selected in the drop down box and included in the calculations.

Employee Ledger Card - Tax Withholding - Without Detail

Employee Ledger Card - Tax Withholding - Showing Detail

Employee Ledger Card - Deduction Summary

Employee Ledger Card - Deductions Detail

In the example above, the Insurance, Cafeteria, 401K, United Way, and all Misc are setup on the Accounting / Setup / Preferences / Payroll tab.