In this article, you'll find step-by-step instructions for how to
- view an adjusted report
- view your adjustment history
- view your adjustment credits and credits history
If you prefer video, watch a walkthrough of adjustment history, adjustment credits, and adjusted reports here.
If you're new to Adjustments, you might want to start with our Adjustments guide here!
View an adjusted report
1. In the navigation bar, select Reports. Locate the relevant report and click the title.
2. Under Pay period, you'll see any pay periods run for groups using the filtered criteria. Locate the relevant pay period, and select the version with (Adjusted). Then, click Run report.
- Note: you may need to use the other filters to find the relevant report.
3. Review your adjusted report for this pay period.
- This banner indicates that this is an adjusted report. You can click View adjustment to review your adjustment.
View adjustment history
A summary and breakdown of all previous adjustments are maintained for your records.
To view previous adjustments, go to Payroll > Adjustments in the navigation bar. In the table, you'll see any previous adjustments you have created. Locate the relevant adjustment and click View.
View adjustment credits
Important! Credits will not carry over to the next calendar year. On January 1, the system will send an in-app and email notification if you have any remaining outstanding tax credits for the previous calendar year. You will need to contact the applicable tax agency moving forward.
1. In the navigation menu, go to Payroll > Adjustments.
2. Click Credits to access the Credits tab. If you have any current-year tax credits, they will be displayed on this page in table view. If you have prior year credits, use the drop-down menu to select the relevant year.
The table has the following headers:
- Tax agency
- Account number: The tax agency account number for remitting purposes.
- Available credit: The total amount of credit you are entitled to.
- Applied credit: The total amount of credit you have applied to payrolls.
- Remaining credit: The total amount of credit remaining to be used.
3. For further information about a particular credit, locate the relevant credit and click View.
4. Review the details displayed on the slide-out panel, including the account number, available credit, remaining credit, and credit history.
- Under Credit history, you'll find:
- Details: Invoice number credit was actioned on/applied to.
- Account number: Agency account number.
- Applied credit: Credit amount applied to the noted invoice.