What reports are available?

Types of journals available

Payer Journal
Lists basic Payer information, including: 

  • Payer TIN
  • Payer name
  • Payer address
  • Payer telephone number
  • Total number of forms created for the payer, by form type
  • Grand total of forms by form type for all payers

Recipient Journal
Lists basic Recipient information, including:

  • Recipient TIN
  • Recipient name
  • Recipient address
  • Type of return entered for each recipient

Returns Journal
Displays the total dollar amounts entered for all box/amount types on each recipient's returns. Also includes:

  • Summary section
  • Summing all dollar amounts for all recipients

Transactions Journal
Displays the dollar amounts entered in each transaction for each recipient, as well as a subtotal section for each recipient and a summary section for the payer by quarter. Gives the ability to select the specific return type and date range for the report. Includes:

  • Transaction date
  • Recipient name
  • Recipient TIN
  • Payer name
  • Payer TIN
  • Dollar amount entered for each field on each transaction

Pro Forma Journal
Displays a report of all available amount types for the specific return for each recipient. The actual dollar amounts are blank, to be filled in by hand to allow for future data entry.

SUI Journal
Displays the wages and SUI (state unemployment insurance) Tax for each transaction entered for each recipient under the selected payer. Results are organized by state. Gives the ability to select the recipients and date range to be reported on. Includes:

  • Payer name
  • Payer TIN
  • State ID for SUI
  • SUI Wage Max
  • SUI Rate
  • Recipient name
  • Recipient TIN
  • Subject Wages, Taxable Wages and SUI Tax per transaction, per state
  • Number of transactions for each quarter per payer, per state
  • Total number of transactions entered for the payer, per state

FUTA Journal
Displays the wages and FUTA (federal unemployment tax act) Tax for each transaction entered for each recipient under the selected payer. Report also includes a quarterly and annual summary. Gives the ability to select the recipients and date range to be reported on.

  • Payer name
  • Payer TIN
  • Federal Wage Base for the current tax year
  • Recipient name
  • Recipient TIN
  • Subject Wages, Taxable Wages and FUTA Tax per transaction
  • Number of transactions for each quarter per payer
  • Total number of transactions entered for the payer

W-2 Summary Journal
Displays a report of the total dollar amounts entered for all W-2s in the selected payer (similar to W-3 information), organized by the Government Agencies selected. Gives the ability to select the payer(s), Federal, and state agencies for the report.

  • Payer name
  • Payer TIN
  • Total number of employees
  • Number of W-2 forms
  • Total amount entered in Gross Wages
  • Total amount entered in Medicare and Social Security Wages
  • Total amount entered in Medicare and Social Security Withheld

1099 Summary Journal
Note: Corrected 1099s are not included in this journal.

Displays a report of the total dollar amounts entered for all 1099s in the selected payer (similar to 1096 information), organized by the Government Agencies selected. Gives the ability to select the payer(s), Federal, and state agencies for the report. Includes:

  • Payer name
  • Payer TIN
  • Total number of employees
  • Number of 1099 forms
  • Total amount entered in each available field on the 1099 forms
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