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Generate a year to date detail report

How to generate a year to date detail report in Sage Payroll and HR.

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Written by Kombie Makhubele

A Year To Date Detail report shows the total earnings, deductions, and other year to date values for the selected tax year. It also provides a detailed breakdown of these totals per employee within the chosen pay group.


Generate the Year To Date Detail report

  1. Select Reports and then select the Payroll tab.

  2. Scroll down to Year To Date Detail.

  3. Select the tax year.

  4. Select the pay group.

  5. Select the employee.

  6. Select Generate report.

  7. Review report displayed on the screen.

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