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AnneA19
Level 1

Employee Reports

Hey,

I need help pulling a report on behalf of a client. How do you pull a report from Quickbooks pro 2021 to show the following info:

  • Employees Name
  • State the Employee is filing in
  • Employees Gross Annual Wages
  • Federal Marital Filing Status
  • Federal Exemptions
1 Comment 1
JaeAnnC
QuickBooks Team

Employee Reports

I've got the reports you need, @AnneA19.

 

Currently, there's no consolidated report in QuickBooks Desktop (QBDT) showing the employee's annual wages and tax withholding information. However, you can export reports to Excel to combine the employee payroll details you need. 

 

First, run the Payroll Summary report to show the employees' gross annual wages. Here's how:

 

  1. Go to Reports, hover your mouse to Employees & Payroll, and click Payroll Summary.
  2. Set the Dates to This Calendar Year.
  3. Then, export the report to Excel.

 

Once done, generate and customize the columns of the Employee Withholding report to display the employees' federal and state tax information. To do that:

 

  1. Go to Reports, hover your mouse to Employees & Payroll, and click Employee Withholding.
  2. Select Customize Report.
  3. Go to the Display tab. Under Columns, put a checkmark beside EmployeeState WorkedFederal Filing StatusFUTAMedicareSoc. Sec., and AEIC.
  4. Click OK.

 

You'll know if an employee has federal exemptions if there's a NO under the selected federal taxes. Then, export it to Excel to combine it with the Payroll Summary report.

 

Additionally, QBDT allows you to email reports at a regular and recurring scheduled time, so you won't need to send them manually.

 

You can ping me anytime by mentioning my name in the comments below whenever you have questions involving payroll reports. I'm always around to offer support. Keep safe, and have a nice day.

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