Troubleshoot year end reports

Employee moving company

If during the tax year, one or more employees transferred to another company in your payroll.
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If an employee moves from company A to company B during the year, their cumulatives aren't included in the employee cumulatives (all) report or the final control report for the old pay group.
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However, their cumulatives are still included in the pre year end data check report for the original company, similar to what would happen on the old P35.

Manual or cancel payments processed

Processing cancel or manual payments after the final payroll run is processed, and the final control report has been generated, can cause reports not to balance.

The complete update report reflects the employees’ cumulatives before the cancel or manual payments were processed, whereas the pre year end data check report reflects the employees’ current cumulatives.

Manually adjusting cumulatives

Adjusting the employees’ cumulatives after the final payroll run, and the final control report has been generated can cause reports not to balance.

The complete update report reflects the employees’ cumulatives before the employees’ cumulatives were adjusted.
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The pre year end data check report reflects the employees’ current cumulatives.

Checking the reports in the middle of a payroll run

Checking the reports in the middle of a payroll run can cause the reports not to balance.
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This check should be done at the end of a payroll run and before you start the next payroll run.