Sage 100

I'm not great at understanding Payroll reporting so I just want to make sure that I am giving my customer the correct feedback and options here. With Payroll 2.x, forms like 941s and state "DEED" forms look to total the number of employees who "worked or received pay for the payroll period that includes the 12th of the month". With the current situation I'm looking at, their pay period of 03/08/2020 to 03/21/2020 fell with a check date of 04/03/2020, so March 2020 is showing 0 for employee count. I believe older versions worked off of Check Date in each quarter, but now the reports work off of Pay Period date ranges. Have other customers questioned this or had a problem with the new reporting? Is the only option to give them some custom reporting off of payroll history and manually update the Aatrix forms as needed? Any guidance or opinions would be appreciated. Thanks!

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Amber Prayfrock, Blytheco
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Hi Amber,  I'm looking at demo data only, yet when I run the 941 Form (for 2nd Quarter) the number of employees is zero.  My data does not include June 12 in any pay period processed, however.  In your situation, since the paycheck date is April, I'd think that March 12 wouldn't be included in the report, thus the employee count wouldn't include those employees.  The field is able to be modified in the Aatrix screen.

**Edited:
Added comment - When I ran another payroll that included June 12 (since I'm using 2nd Quarter), the employee count reflects correctly.

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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
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Michelle - thanks for ​testing with demo data and confirming you get the same result there. I'm wondering if I should propose that it is working as designed and meets the federal/state form requirements as outlined, but that they have the choice to manually edit the values if they feel that they should.

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Amber Prayfrock, Blytheco
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Original Message:
Sent: 04-21-2020 15:46
From: Michelle Taylor
Subject: Number of Employees total on Aatrix Federal/State Forms

Hi Amber,  I'm looking at demo data only, yet when I run the 941 Form (for 2nd Quarter) the number of employees is zero.  My data does not include June 12 in any pay period processed, however.  In your situation, since the paycheck date is April, I'd think that March 12 wouldn't be included in the report, thus the employee count wouldn't include those employees.  The field is able to be modified in the Aatrix screen.

**Edited:
Added comment - When I ran another payroll that included June 12 (since I'm using 2nd Quarter), the employee count reflects correctly.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

I think that is the right answer :)

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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772
------------------------------

Original Message:
Sent: 04-21-2020 16:22
From: Amber Prayfrock
Subject: Number of Employees total on Aatrix Federal/State Forms

Michelle - thanks for ​testing with demo data and confirming you get the same result there. I'm wondering if I should propose that it is working as designed and meets the federal/state form requirements as outlined, but that they have the choice to manually edit the values if they feel that they should.

------------------------------
Amber Prayfrock, Blytheco
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Original Message:
Sent: 04-21-2020 15:46
From: Michelle Taylor
Subject: Number of Employees total on Aatrix Federal/State Forms

Hi Amber,  I'm looking at demo data only, yet when I run the 941 Form (for 2nd Quarter) the number of employees is zero.  My data does not include June 12 in any pay period processed, however.  In your situation, since the paycheck date is April, I'd think that March 12 wouldn't be included in the report, thus the employee count wouldn't include those employees.  The field is able to be modified in the Aatrix screen.

**Edited:
Added comment - When I ran another payroll that included June 12 (since I'm using 2nd Quarter), the employee count reflects correctly.

------------------------------
Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772