If you manually run any year-end-related fixed format reports for a legal entity or if you enable automatic report generation upon payroll commit to start at a given point in the year, you can view those reports in the Archived Reports tab in Year End > USA Year End in two expandable sections, Latest and History.
The History section in the Archived Reports tab contains all of the reports in the Latest section, grouped by report type and sorted by most recent first.
The Latest section contains all of the most recently run year-end reports for the legal entity. The History section contains expandable sections for each of the reports types that were run for the legal entity. Click the link to a report to open it as a PDF file.
USA Year End Archived Reports Tab: Toolstrip and Reports
The toolstrip in the Archived Reports tab in USA Year End has two controls: Legal Entity and Year. Note that these controls reflect what is selected in the Overview tab.
You can use different legal entity and year settings to work in this tab. Then, after you are done, you can use the Sync option to change the Legal Entity and Year selection back to the defined selections for Overview. Select an entry from each of these to display any archived reports that are available for that legal entity and year.
Reports in the Archived Reports tab are listed under two main sections, Latest and History. The reports available in the Latest section in the Archived Reports tab are:
- Payroll Register Report by Legal Entity
- Payroll Summary Report by Legal Entity
- US Earning & Deduction Matrix Validation Report
- 1099-M Management Report
- 1099-R Management Report
- W-2 Exception Management Report
- W-2 Management Report
You can configure your instance of Dayforce to automatically generate year-end forms and reports in the Properties tab of System Admin > Client Properties in the Payroll section by selecting the Auto Generate Year End Forms and Reports overnight after commit? checkbox and then specifying a month in the Auto Generate Year End Forms and Reports after commit starting from drop-down list.