From the Sage Business Cloud Payroll (SBCP) homescreen:

1. Click on Reports
2. Click on Financial
3. Scroll down and click on Year to Date Detail
4. Select employees to view – In the drop down you can select which employees to view. If you do not make a selection the system will automatically include all employees in the report.
5. Select whether you want to sort this report by department or pay point. The default selection is “None”.
   • If you tick the 'Include employees with no transactions' check box you would include employees who has no year to date values processed on the system
   • If you tick the 'Include previous tax year terminations' check box you will include all previous employed employees.
   • If you tick the 'Show additional information' check box you will include additional information (period end date, employee status, date engaged, termination date, tax status, UIF status, excluded from SDL and do final tax calculation)
   • If you tick the 'Show medical aid info' check box you will include medical aid information (it will reflect the medical tax credits applied)
   • If you tick the 'Show retirement funding info' check box will include all the retirement funding information (RFI-able Remuneration and Fund Remuneration totals)
6. Click Preview