We created a video to show you how to retrieve reports in iSolved.
The video can be viewed on YOUTUBE by clicking HERE
Or, copy paste this url: https://youtu.be/ty67qSuo8-c
This information below was created so you could print, and follow along with the video. There are no images due to time constraints to get this out for the Paycheck Protection Program, so please head on over to the video for full instructions.
iSolved Login:
username: is not your email
password: if you forgot, do a password reset
First, check the date you were on this system, like this:
(see video for image)
This company was on the system in 2019, which means ALL PAYROLLS for 2019 are in the system!
If there are no reports here, then you WERE not on this system in 2019.
If that is the case, you may:
1) search your emails for individual payroll reports. Find the last payroll in December in case there is a Year To Date Payroll Register
2) If you don't have the 2019 reports in the email, then email payroll@pinkpayroll.com and ask for a specific report.
Example:
Please send me the Payroll Register for 1/1/2019 to 12/31/2019 for YXZ Company.
How to Retrieve a Payroll Detail Report
Now, we are going to show you how to get your report by ANY date range where reports are in the system.
This is a report, by employee of the payroll wages for the date range you input.
This report will go back to 1/1/2019 for all clients on this system, and some that were on this last year, will go back to 1/1/2020
(see video for image)
Go to Date Range Reports
CTRL+F (or Find)
The report to search for is: Periodic Payroll Register
*please note, the video may say Consolidated Payroll Register. That is not correct. There is another good report of taxable wages called Consolidated Payroll Summary.
(see video for image)
View Report.
The report will show up as a download or in the next tab in your browser.
It depends on how you have set up reports (pdfs) to show up in your browser.
If you can't find the download, navigate to Downloads in File Explorer on a PC, and Downloads on a Mac
If you aren't sure where your downloads are, ask someone to assist, or check your browser (like Chrome) settings, as you might have customized it
Quarterly Reports
941 (Federal)
DE9 and DE9C (CA State)
You can access Quarterly Reports on this system as well!
1) If you have 2019 reports on this system, follow along.
If you only have a couple quarters here, then check your email.
2) Everyone else will 100% have their reports in an email we sent to the account holder. Please check your email for these reports.
(see video for image)
W2s were mailed hardcopy to all employers. We hope you saved the Employer Set we mailed to you with the employee copies you handed out. We don't email these..