Just a heads-up: this updated report is currently only available on the Growth Plan. We'll make it available to everyone soon!
The Year-to-Date Summary report records each employee's YTD information as per their employee profile as of the date created. This means that, unlike the Year-to-Date Journal, it will capture any manual changes made to their YTD. So, if you have manually added to or removed amounts from an employee’s YTD, then it is strongly advised you create a YTD Summary to capture these changes (both before and after). As a result, this report is very useful if your T4 Summary does not add up, as that can often be due to manual changes to YTD.
Creating the Report
A. From the left-hand menu, click Reports.
B. Choose Yearly.
C. Select Year-to-Date Summary.
D. Click Create New Report
E. Select the year for which you wish to create the report. Any year in which you have YTD information will be shown as an option.
F. Once selected, click Create Report.
Please note: Creating a new report will provide you with the current YTD information. This means that a report created in March will have much less data if created for the current year than one created in December. If you’re using this report to review your T4s, be sure to create a new report at that time to have the most up-to-date information.
Using the Report
G. Created: The date the report was created. Please note that this does not necessarily indicate the year that the report is for.
H. Payroll Year: The year the report represents.
I. Ellipses: Click this to see the options to View and Download as a PDF or Excel file. You can also click the record to view the report.
J. Use the search icon at the top if you’re looking for something specific.
K. Use the column selector to choose which columns to display.
For a refresher on using our reports, check out this article!
When you view the report, each employee’s information includes their total hours, earnings (gross, net, insurable), and deductions.
When you download the report, it will provide you with the expanded version, which includes every rule that was applied to the employee, including custom earnings, benefits, and deductions. In this version, the employees each have their own column containing all their YTD information. Unlike the YTD Journal, which breaks down the information by pay run, the YTD Summary only contains the full YTD amounts.
Why is my YTD Journal different than my YTD Summary?
The YTD Journal and the YTD Summary get information from different places, so they may be different. If you have been using PayEvo to process your payroll for the entire calendar year, these two reports should match exactly. If they do not, this indicates that you or someone in your organization has made manual changes to the employee(s) YTD.
The YTD Journal gets its data from finalized pay runs only, which are all pay runs completed in the program.
The YTD Summary gets its data from the employee YTD only.
Most common reasons why the YTD Journal and Summary might not match:
• You started with PayEvo part way through the year and entered employee YTD on start-up. The YTD Summary will then be a total of the YTD Journal amounts plus what was entered on start-up.
• Manual changes to employee YTD