Print Payroll Reports or Forms Needed for Auditing, Adjusting or Year-End Closing Purposes

It is important to make any required adjustments before printing employee W-2 forms or closing the current payroll tax year because it is difficult to correct errors afterward.

Below are some reports or forms you'll want to print:

  • Quarterly and Yearly Earnings report: This report displays payroll earnings and withholdings by payroll period, payroll quarters, and payroll tax year. This is a record of all payroll earnings for the selected payroll tax year.
  • Payroll Tax Report: These can be used for paying the payroll taxes for your company. The tax reports that can be printed are: FICA EE, FICA ER, FUTA, MEDICARE, and XXSUI ER (where XX represents your state code).
  • State Quarterly Forms: Sage 50 provides specific reports for Utah and California, such as the California DE6 and the State Quarterly Wage Worksheet. These are printed through the Payroll Tax Form Selector.
  • 941 and 940 EZ Forms: These forms are used for filing quarterly and annual payroll information with the federal government. These are printed through the Payroll Tax Form Selector.
  • Employee W-2, Company W-3, and Vendor 1099's Forms: You will need to print these forms prior to closing the payroll or fiscal year. These are printed through the Payroll Tax Form Selector.

Note: To close the payroll tax year, you will use the Sage 50 Year-End Wizard, which will prompt you to print any reports or forms you have neglected to print.