You can view/print Pre-YTD reports of all your clients in batch. Currently this facility is available for those clients who have at most 3 employees.
A Pre-Year to date (Pre-YTD) refers to the report which will allow you to view all the uploaded timesheet information just before committing it. You need to confirm all the values before committing the YTD.
Select the pay frequency and Pay period for which you want to download the Pre-YTD. The Pre-YTD data can also be e-mailed (in batch) for the respective clients if the email ID is provided. You can also select all the Pre-YTD Reports in one go for viewing / Printing purpose.
Please follow the steps below:
Step 1 : Go to Bureau Main Page and click on 'Batch Process' link.
Step 2 : Click on 'View/Print Pre-YTD Reports' link.
Step 3 : Select the tax frequency.
Step 4 : Click on 'Select All' link.
Step 5 : Then click on 'Download Pre-YTD Data' button.
Road map :
Bureau Main Page -> Batch Process -> View/Print Pre-YTD Reports -> Tax frequency -> Select All -> Download Pre-YTD Data