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Produce payroll reports

Payroll reports turn finalised runs into the documents other people need — your statutory obligations, your cost breakdown, and the file your bank pays from. Everything here reads from finalised payroll, so nothing appears until a run is finalised.

Required role: Administrator.

  1. Go to Payroll → Reports.
  2. Choose the run or the Year, depending on the report.
  3. Open the report you need, or export it.
OptionDescription
Statutory summaryIncome tax, employee and employer social insurance, employee and employer health contributions, and the social-insurance base. What you owe the authorities.
Cost by departmentEmployees, gross, and employer cost per department and cost centre, with the variance against the prior run. What payroll cost each part of the business.
Year-end tax certificatesPer-employee annual totals — gross, income tax, net, and payslip count — aggregated from the year’s finalised payslips.

Example: for HC Corp UK Ltd, the statutory summary is what Priya Raman works from for PAYE and National Insurance. Cost by department is what Daniel Okonkwo reads to see what Engineering cost against last month.

Cost by department shows the variance against the prior finalised run. A department whose cost moved without a headcount change is the fastest signal that something in configuration reached more people than intended.

Where there is no prior finalised run to compare against, the report says so rather than showing a misleading zero.

OptionDescription
Register (CSV)The payroll register in CSV.
Register (XLSX)The payroll register as a spreadsheet.
Statutory register (XLSX)The statutory register as a spreadsheet.
Cost by department (XLSX)The departmental cost breakdown as a spreadsheet.

Two outputs need a caveat before you rely on them.

The bank file is generated using the bank export format you configured, so it matches your bank’s layout. Generating it is a gated and audited action, because it carries employees’ bank details.

GL posting still uses a placeholder format. Your real accounting layout has to be supplied before it is used in production — do not feed the placeholder into a live ledger.

Example: HC Corp UK Ltd exports a payment file matching its configured bank format and uploads it. Its accounting integration is a separate piece of work, not something the placeholder covers.

Year-end tax certificates are produced per employee from the year’s finalised payslips and are available as PDFs. If a year shows no certificates, no finalised payslips exist for it — which usually means the year is not yet fully processed rather than that the report is broken.

Statutory figures go to the authorities on your own filing timetable, the payment file goes to your bank, and cost reporting goes to whoever owns the budget. For a company with more than one legal entity, consolidated reporting rolls these up across entities, segmented by currency.