How to Find Year-To-Date Payroll Totals

To get your year-to-date payroll totals from the beginning of the year through now, (or a payroll summary for any date range)

1. Go to the Payroll Details report, found in Reports > Payroll Reports > Payroll Details.
2. Filter at the top of the page:
   • Change the Start Date to January 1 of this year.  The End date will default to your most recent payroll activity, but you can change this as needed.
   • To include all employees, leave all of them selected.  Otherwise, choose the employees you want to include in the report.
   • All sources will be selected by default.  Otherwise, choose the sources you want to include in the report.
   • Choose how you want to group the report.  When getting year-to-date numbers, the “Employee” grouping is helpful if you want to see year-to-date totals by employee.  Otherwise, “Totals” will give total amounts for all employees etc. 
     • Check: will display each payroll entry separately, including whether it was an actual paycheck, a payroll update, or a prior payroll history entry, and the check transaction date and time. Note the transaction date and times are in your company’s time zone.
     • Pay Date: will aggregate all checks together for each pay date in the date range.
     • Employee: will aggregate all checks together for one employee, helpful if you need to look up year-to-date earnings.
     • Totals: will aggregate all employees’ checks together. Use this option to view the total for all employees.
     • Location: If you have added more than one company location, you can view the total for all employees at that location.
3. Click Run Report and you will see year-to-date totals for each employee.

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