Tax Return Report

The Tax Return Report will detail any federal or state tax returns. If you are using uAttend Payroll, your Payroll Admin will have access to the Payroll Reports Dashboard at the bottom of the Reports page in your uAttend portal.

The information in this article applies to accounts using uAttend Payroll. If you are looking to export time and attendance details for a 3rd party payroll provider, please see our Export Preferences and Pay Period Report articles.

Notes:

• At a minimum, Check dates must be specified to produce the Tax Return report.

• The report can be filtered by Status and Tax Codes.

• The report can also be sorted by Employers in ascending and descending order.

To produce a Tax Return Report:

1. Navigate to the Reports tab.

2. From the Payroll Reports Dashboard, click on Tax Return.

3. Set the Status of the employees. 
4. Set the Employee field to display all employees or select a specific employee.
5. (Optional) Select the Pay Group, Payrun Type, or Payrun ID.
6. (Required) Manually enter the dates for the Check Date range or click the Calendar icon and select a day using the calendar pop-up.
7. Adjust the Sorting Criteria to meet your needs.
8. Click View. The Report may take a few minutes to load depending on the size of the report.
9. Click the Export icon to export your report.