Generating YTD Statutory Payroll Reports

There are 4 types of payroll reports in the system, as listed below:

• Fixed Transactions Report
• Monthly Payroll Reports
• YTD Payroll Reports
• YTD Statutory Payroll Reports

In this entry, I will explain to you the fourth one - YTD Statutory Payroll Reports. There are four types of reports in this article:

• Year to Date (EIS)
• Year to Date (EPF)
• Year to Date (SOCSO)
• Year to Date (PCB)

You may also be interested in the other three articles:

• How to generate a fixed transactions report
• How to generate monthly payroll reports
• How to generate YTD payroll reports

Type 1: Year to Date (EIS)

Note: The Year to Date (EIS) report shows the EIS/SIP contributions for the whole year, summarized by employees, month, and employee/employer portion.

Step 1

On the left icons, click Reports(1) > Payroll (2)> Year to Date (EIS)(3).

Step 2

Choose Payroll Year and Company. For the Group By column, you may select None if you would like the report to include all data from the company. Then, click Generate Report.

Note: To custom selection, you could also click on Advance. Click By Conditions and select the criteria that you would like to filter by, and click Generate Report.

Note: To custom-selected employees only, click on Selected Employee(s) alternatively. Click Exclude/Include All to exclude everyone first, and then click on the selected employees. Click Generate Report.

Step 3

To export to Excel, click on the three vertical dots button on the top right, located next to the Filter button. 

Type 2: Year to Date (EPF)

Note: The Year to Date (EPF) report shows the EPF/KWSP contributions for the whole year, summarized by employees, month, and employee/employer portion.

Step 1

On the left icons, click Reports (1)> Payroll(2) > Year to Date (EPF)(3).

Step 2

Choose Payroll Year and Company. Clicking on the Subtotal & Grand Total only box located below the filters will display the subtotal and grand total only without breaking them down into itemized transactions. Then, click Generate Report.

Note: To custom selection, you could also click on Advance. Click By Conditions and select the criteria that you would like to filter by, and click Generate Report.

Note: To custom-selected employees only, click on Selected Employee(s) alternatively. Click Exclude/Include All to exclude everyone first, and then click on the selected employees. Click Generate Report.

Step 3

To export to Excel, click on the three vertical dots button on the top right, located next to the Filter button. 

Type 3: Year to Date (SOCSO)

Note: The Year to Date (SOCSO) report shows the SOCSO/PERKESO contributions for the whole year, summarized by employees, month, and employee/employer portion.

Step 1

On the left icons, click Reports(1) > Payroll (2)> Year to Date (SOCSO)(3).

Step 2

Choose Payroll Year and Company. Clicking on the Subtotal & Grand Total only box located below the filters will display the subtotal and grand total only without breaking them down into itemized transactions. Click Generate Report.

Note: To custom selection, you could also click on Advance alternatively. Click By Conditions and select the criteria that you would like to filter by, and click Generate Report.

Note: To custom-selected employees only, click on Selected Employee(s) alternatively. Click Exclude/Include All to exclude everyone first, and then click on the selected employees. Click Generate Report.

Step 3

To export to Excel, click on the three vertical dots button on the top right, located next to the Filter button. 

Type 4: Year to Date (PCB)

Note: The Year to Date (PCB) report shows the tax deductions for the whole year, summarized by employees, month, and employee/employer portion.

Step 1

On the left icons, click Reports(1) > Payroll(2) > Year to Date (PCB)(3).

Step 2

Choose Payroll Year and Company. Clicking on the Subtotal & Grand Total only box located below the filters will display the subtotal and grand total only without breaking them down into itemized transactions. Click Generate Report.

Note: To custom selection, you could also click on Advance alternatively. Click By Conditions and select the criteria that you would like to filter by, and click Generate Report.

Note: To custom-selected employees only, click on Selected Employee(s) alternatively. Click Exclude/Include All to exclude everyone first, and then click on the selected employees. Click Generate Report.

Step 3

To export to Excel, click on the three vertical dots button on the top right, located next to the Filter button.