Create Reporting Summary Screen

Click here to return to the Create Reporting Summary main topic page.

Report Type	Use to select the type of report for which you are creating this reporting summary. This defaults to Quarterly, but can be changed. Your options are as follows: Pennsylvania Local Monthly: For Pennsylvania Act 32 reporting Pennsylvania Local Quarterly: For Pennsylvania reporting Quarterly: Used when creating a summary for quarterly reporting Annual Diagnostics: Used before creating the actual annual summary file enabling you to correct any incorrect or incomplete information Annual: Used when creating a summary for annual (W2/1099) reporting

Corporation	Use to select the corporation for which you are creating this reporting summary. This defaults to the home branch of the user running the process, but can be changed.

Month	If the Report Type is Pennsylvania Local Monthly, select the month for which you are creating this reporting summary. If the Report Type is not Pennsylvania Local Monthly, this field will be grayed out.

Quarter	Use to select the quarter for which you are creating this quarterly reporting summary. This defaults to the last quarter, but can be changed. Valid quarter dates are as follows: First Quarter: January 1 through March 31 Second Quarter: April 1 through June 30 Third Quarter: July 1 through September 30 Fourth Quarter: October 1 through December 31 NOTE: If you selected Pennsylvania Local Monthly, Annual or Annual Diagnostic as your report type, this field will be grayed out and non-editable.

Year	Enter the year for which you are creating this reporting summary. This defaults to the current year (if Quarterly or Pennsylvania Local Quarterly is selected as the report type) or the previous year (if Annual or Annual Diagnostics is selected as the report type). You will receive a warning if the year selected is more than 1 year in the past (if you select Annual or Annual Diagnostics as the report type) or if the year is not the current year and the quarter is not the fourth quarter (if you select Quarterly or Pennsylvania Local Quarterly as the report type).

Process ID	Unique ID number for this reporting summary. This number used to track the summary through the system and identify reports associated with it. This field is not editable.

Status	Displays the step that the create reporting summary process is current going through. This field is blank until you click .

Process	Click this button to create the report summary based on the criteria entered on the window. The system will warn you if a summary file already exists for the parameters selected. You will be given the option of overriding the current file or of cancelling the new reporting summary.

Cancel	Closes the window without running a reporting summary.