We know that time is money, and when you’re handling multiple clients at once, staying organized is essential. That’s why we’ve created three new advisor payroll reports that give you an overview of all of your payroll clients’ information at once.
Check out the Payroll Info Report to see the last run payroll and pay frequency. The Payroll Tax Settings Report will be your go-to at the beginning of the year for deposit frequency and SUTA updates. And, the Employee info report will be essential in keeping track of paid employees and taxes, deductions, and contributions.
To learn more about the new reports, check out our help article, Advisor Client Company Reports.