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Hi,
A client is having a multi-year payroll audit. Some reports are from SAGE50, which was the software I converted them from. The auditor prefers the SAGE50 reports and is requesting different QBO reports.
Since QBO doesn't allow for CPP & EI to be tracked to separate GL accounts, how can I customize a report that will isolate the CPP & EI expense and liability amounts by pay period and by employee? Every report I've tried doesn't seem to have the customization I need.
Thanks for any suggestions!
Hi there StephK108,
It's vital that all your payroll information be entered correctly for your books to be well-balanced. QuickBooks Online is a great tool able to help you pay your employees for their hours worked by either cheque or direct deposit. I can provide some information about reports.
One possible report that could help would be the Payroll details report, which can be found in the Payroll section of the reports tab. This can show the deduction totals per employee per pay run, as well as the amount per contribution, and pay type. It can be customized to show or hide some information, but in order to show EI and CPP based on the info you've provided, you'd need to make sure these settings are set up in this way:
In the what to include section:
At the top of the report:
In order to export this report to Excel, PDF, or print the PDF, you can click on the Share button.
If you have any other questions, feel free to reach out here.
Thanks, Alex M. I'll provide those and hopefully they work better for her!
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