Print the 12 Month History report

How to generate a 12 month report in Excel on Sage Payroll Professional.

The 12 Month History report generates all the payroll information for the current and previous 12 month in Excel format. The report includes:

• Employee fixed information
• Earnings
• Deductions
• Company Contributions
• Perks (taxable benefits)
• Calculation screen values
• Hours screen values
• Own Screen values

The report allows you to select specific totals to include in the report, to print a tax reconciliation, and add special field to include.

1. Access your company from the Company Listing screen.
2. From the Main Screen, go to History, then select Reports.
3. Select 12 Months History Report.
4. Choose the print range and sort control fields.
5. Select Continue.
6. Choose the terminated records to include in the report.
7. Select the range of processing periods.
8. Click Make Selections to choose the employee fixed information fields.
   Click Continue when you've completed your selections.
9. Choose the financial fields to include:
   • Select None to exclude all definition fields
   • Select All to include all definition fields
   • Select Selected, then click Make Selections to choose specific fields
10. Select all the Total fields to include in the reports.
11. Select Print Tax Recon to include taxable fields only.
12. Select Additional Special Fields, then click Make Selections to include in the report.
13. Select Continue.
14. The Excel report creates, then download in a ZIP file to your computer.
    Select Finish to return to the Main Screen.

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