Premier - Printing the History Screen Report - VIP Payroll

EXTERNAL DOCUMENTVIP FAQ - Printing History Screen ReportVIP PREMIERPRINTING HISTORY SCREEN REPORTThe History Screen report includes the values displayed on the employee’s History Screen for the previous 12months (including the current month). The values stored on the History Screen of the employees are used forcreating and printing the IRP5 certificates. The History Screen report is very useful when performing tax year endreconciliations.STEPS TO FOLLOW TO PRINT THE HISTORY SCREEN REPORT:• From the Main Menu, click on REPORTS• Select REPORTS AND MAINTENANCE• Highlight the HS REP report and click on PRINT. The report will not necessarily be located on line 99 in yourcompany. If the report cannot be located, please contact your local support deskHighlight thereportClick on PrintCopyright © 2011Version: 2.0Last saved on: 2011/03/07Created by: Liezl woodingReleased by: Nadia CoetzerPage 1 of 5

EXTERNAL DOCUMENTVIP FAQ - Printing History Screen Report• Select to print to the printer and click on YES to accept the default settings.Select to printto a PrinterClick on YesCopyright © 2011Version: 2.0Last saved on: 2011/03/07Created by: Liezl woodingReleased by: Nadia CoetzerPage 2 of 5

EXTERNAL DOCUMENTVIP FAQ - Printing History Screen Report• Select the printer that you normally print to and click on the OK button.Click on OK• Click on CONTINUE to accept the defaults.Copyright © 2011Version: 2.0Last saved on: 2011/03/07Created by: Liezl woodingReleased by: Nadia CoetzerPage 3 of 5

EXTERNAL DOCUMENTVIP FAQ - Printing History Screen Report• The first selection screen will display:• Any of the lines can be individually selected. However, there are also tick boxes where the following can beselected:o All Earningso All Deductionso All Company Contributions Any/All of these can be selectedo All Perks Tax itemso All Calculation Screen itemso All Own screen ItemsORo Items included in a Tax ReconciliationThe Tax Reconciliation option flags all the following fields as Yes:o Earnings defined as Monthly Taxableo Earnings defined as Periodic Taxableo Earnings defines as Travel Taxable (the full value of the Travel Allowance is printed)o Deductions defined as Additional Taxo Deductions defined as Tax on Lump Sumo Deduction line defined as Taxo All Perks Tax itemso Company Contributions defined as Taxableo Calculation Screen lines with the IRP5 code 4102 (Additional Tax) or 4115 (Tax on Lump Sum)o Own Screen lines with the IRP5 code 4102 (Additional Tax) or 4115 (Tax on Lump Sum)Copyright © 2011Version: 2.0Last saved on: 2011/03/07Created by: Liezl woodingReleased by: Nadia CoetzerPage 4 of 5

EXTERNAL DOCUMENTVIP FAQ - Printing History Screen ReportPlease note: If individual lines have been flagged as Yes to be included in the report, the total that prints willreflect the total for that month as displayed on the History Screen and not the total of the separate lines thatwere selected.If no fields were selected to print, the system will display an error message when trying to Continue. Click onOK to return to the selection screen.Once all of the necessary fields have been selected, click on CONTINUE• The second selection screen will display:ooThe report can be printed per employee (or range of employees) or any of the sort options above canbe used. Leave the Employee Code fields blank if all employees should be included in the report.The following section can be used to specify: If terminated employees should be included in the report If a summary report (totals for the company) or a detail report per employee should be printed The range of months for which the report must be printed. The end of the range will default tothe current period If cents should be included in the amount. If there are any amounts greater than 10000000this option should not be ticked. If not ticked, the system will crop the leftmost number fromthe amount, e.g. 78151234.46 will print as 8151234.46. If each employee should be printed on a separate pageooClick on CONTINUEClick on YES to printCopyright © 2011Version: 2.0Last saved on: 2011/03/07Created by: Liezl woodingReleased by: Nadia CoetzerPage 5 of 5