Payroll - Year to Date Report

Payroll - Year to Date Report

The Year to Date Report is a BerniePortal Payroll standard report. It emails a download of year-to-date payroll totals for the check-date range you select.

Who this is for

Employers with BerniePortal Payroll, and Feature Admins with Payroll access for that employer, can generate this report when the employer has payroll subgroups configured for payroll reporting.

To generate the Year to Date Report:
  1. Select Reports in the top navigation menu.
  2. Select Standard in the secondary navigation.
  3. In the Standard Reports table, select Year to Date Report in the Report column. You can search for the report or filter the category to Payroll.
  4. In the Generate report for Payroll - Year to Date Report modal, select the payroll company under Report for.
  5. Select a Begin date from the available check dates.
  6. Select an End date from the available check dates.
  7. Enter the recipient address in Send Report To (this field is prefilled with your email).
  8. Select Generate & Send.
After you submit, the modal confirms that you will receive an email shortly to download the report. Use the link in that email to download the file.