Advisor Client Company Reports

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Advisor Client Company Reports

Patriot has created several reports specifically for Wholesale Advisor Partners, so you can quickly see an overview of your client accounts.  Note: users will only be able to view reports for the client accounts they have permission to access.

Go to Report > Advisors > Client Company Reports.

Payroll Info Report 

This report displays all client payroll information at a glance. By default, only companies with active products will display. You can search by any of the fields displayed. To download the report, click the Download Spreadsheet link.

The Payroll Info report lists the following information for your client accounts:

  • Company tax filing name – Click the company name to go to the client’s account
  • Number of employees 
  • Last pay date* (the most recent payroll run for a date in the past) 
  • Next scheduled pay date* (the most recent approved payroll for a date in the future)
  • Next direct deposit collection date
  • Next tax collection date
  • Pay frequency*
  • Pay type*

*The number of employees included in this field is in the parentheses

Payroll Tax Settings Report

This report displays all client tax settings information at a glance. By default, only active companies display. You can search by any of the fields displayed. To download the report, click the Download Spreadsheet link.

The Payroll Tax Settings report displays the following information for clients:

  • Company tax filing name – Click the company name to go to the client’s account
  • Federal EIN (FEIN)
  • Federal filer type
  • Federal deposit frequency
  • State
  • SUTA tax rate
  • SUTA tax effective date

Employee Payroll Report

The Employee Payroll report shows all employees paid. You can search by any of the fields displayed. To download the report, click the Download Spreadsheet link.

Enter the Start Date and End Date you wish to view. Then, click “Run Report.”

The Employee Payroll report displays the following information for employees paid in the selected period:

  • Company tax filing name – Click the company name to go to the client’s account.
  • Employee name
  • Gross wages
  • Employee tax
  • Employer tax
  • Net pay
  • Deduction amount
  • Contribution amount

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