The Period Analysis report is only available in a wages company. The report keeps record of all the periods in the current tax year. This report is especially useful when employees query payslips for previous weeks/bi-weeks and for reconciling at Tax Year End. A maximum of 13 periods can be selected.

• From the Main Menu
• Select Reports
• Select Reports and Maintenance
• Select Per Analys ( Real Number 737)
• Send Report to PDF File
• Select Yes, on the message are the above selections correct
• Select Continue
• Selections can be made on the Selection Screen to customise the report. The available selections are:
  • Print Ranges - the report can be printed per employee (or range of employees) or any of the options below can be used. Leave the Employee Code fields blank if all employees should be included in the report.

The following section can be used to specify:

• 
  If terminated employees should be included in the report
• 
  If only the company totals should be printed, i.e. a summary report and not details per employee
• 
  If a total page must print at the end of the report for the selected employees
• 
  The range of weeks/bi-weeks for which the report must be printed
• 
  If cents should be included in the amount. If there are any amounts greater than 10000000 this option should not be ticked. If not ticked, the system will crop the leftmost number from the amount, e.g. 78151234.46 will print as 8151234.46.
• The Tax Reconciliation report is part of the Period Analysis report and shows taxable earnings, taxable company contributions, tax-deductible deductions and perks tax items that influence the tax calculation.
• This report will also indicate when an operator made manual adjustments during the year.

• When the “Select Periods to Print” box is ticked, the weeks/bi-weeks that must be included in the report, can be selected. A maximum of 13 periods can be selected.
  • Select which earnings, deductions, company contributions, perks tax items, hours and/or shifts to print for the selected range of periods. The option are:
  • All – All of the fields on the relevant screen will print.
  • Selected – All the fields on the relevant Selection screen will default to No in the Print column. You may select the fields which are to be printed and/or grouped
  • None – None of the fields on the relevant screen will print.
  • Group Fields – if more than one earning, deduction, company contributions, perks tax items, hours and/or shift fields should be added together then these fields can be grouped. The system will then display a total for these fields. This is very useful for example the UIF contributions where the UIF deduction and UIF company contribution must be added together to give a total for the field. The grouping can be indicated on the specific Selection Screen.

• Click on Continue once the selection has been made.
• The system will confirm that amounts with cents should be printed.
• Click on YES to continue.
• Confirm that the selections are correct by clicking on YES
• If the Group Fields option was selected, you will be required to define a group. Enter the group name and click on CONTINUE.
• Select the Earnings, Deductions and/or Company Contributions on the following screen (s) - if applicable. Click on CONTINUE.
• The Special Fields, which have shortened names on the selection screen, are: