| How do I print the History Screen Report? |
Description | The History Screen report includes the values displayed on the employee’s History Screen for the previous 12 months (including the current month). The values stored on the History Screen of employees are used for creating and printing the IRP5 certificates. The History Screen report is very useful when performing tax year end or Interim reconciliations submissions |
Resolution | - From the Company Main Menu
- Select Reports
- Select Reports and Maintenance.
- Locate the HS Rep on your reports menu. You can double-click or select the report and click on the Print button, to run the report.
- Select which export option to send the report to:
- Select the PDF Settings:
- Email Report
- Recipients Included
- Email Contents
- PDF Password
- Select Continue
- PDF file (you will have options to mail the report, setup a password and confirm the destination folder to save, as defined on Company Miscellaneous 5)
- Printer (You will have the option to select a printer)
- ASCII File (You can select the file name and browse to location to save the file, recommended file extensions are .TXT, .ASC or .XLS)
- View to Screen (a temporary screen with report details can be viewed)
- or select Exit
- A selection screen will appear, where you can select individual earnings, deductions/company contributions, calculation, perks tax and own screen lines
- You also have tick boxes where you can select multiple lines:
- All Earnings
- All Deductions
- All Company Contributions
- All Perks Tax items
- All Calculation Screen items
- All Own screen Items or
- Items included in a Tax Reconciliation
- Earnings defined as Monthly Taxable
- Earnings defined as Periodic Taxable
- Earnings defines as Travel Taxable (the full value of the Travel Allowance is printed)
- Deductions defined as Additional Tax
- Deductions defined as Tax on Lump Sum
- Deduction line defined as Tax
- All Perks Tax items
- Company Contributions defined as Taxable
- If individual lines have been flagged as Yes to be included in the report, the total that prints will reflect the total for that month as displayed on the History Screen and not the total of the separate lines that were selected.
- If no fields were selected to print, the system will display an error message "You have not made any selections!" when trying to continue.Click on <OK> to return to the selection screen.
- When all the necessary fields have been selected, click on <Continue>
- The second selection screen will display:
- The report can be printed per employee (or range of employees) or any of the sort options above 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 a summary report (totals for the company) or a detail report per employee should be printed
- The range of months for which the report must be printed. The end of the range will default to the current period
- 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
- Click on <Continue>
- Please Wait while the report generates
- If you make use of PDF Passwords, enter the password for the report and click submit
- The report will display
- Save the report
- Click on Finish
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