Print Quarterly Reports

• Print quarterly reports in ETR for verification before closing the quarter

• Final reports can be printed after closing, but check changes cannot be made

Verify Totals

• Once the quarter is closed, Q1 paycheck adjustments cannot be made

• Use the following reports for verification

  • PR, Employees, Employee Total Verification: Lists employees with unmatched totals

  • PR, Employees, Employee Master List: Displays QTD and YTD totals with a report total on the last page

  • PR, Reports, Company Totals Report: Shows QTD and YTD company totals

  • PR, Utilities, Print Payroll Verification Report: Compares company totals to employee totals and identifies inconsistencies

  • PR, Reports, Tax Deposits Register: Use this report to re-enter tax deposits if figures changed in the Company Totals window

Check Deduction Taxable Status

• If a deduction's taxable status is incorrect, create a new deduction and adjust checks accordingly

Confirm SUI Rate

• Ensure the SUI rate is updated for 2025

Backup Your Company

• Always back up your company before closing the month, quarter, or year.