Patriot has created several reports specifically for our Accountant Partners, so you can quickly see an overview of your client accounts. Note: users will only be able to view reports for the client accounts they have permission to access.
Go to Report > Partners > Client Company Reports to see all the reports.
Full Service Onboarding Report
Accountant partners and authorized staff can utilize the Full Service Onboarding Report to effectively manage client onboarding. This tool allows you to easily track the status of onboarding and see each client’s progress in the process.
Pay Schedule Report
The Pay Schedule report enables accountant partners and users with permissions to efficiently view and manage clients’ past and upcoming payrolls.
Payroll Tax Settings Report
The Payroll Tax Settings report allows you to view all your clients’ FEIN, federal deposit frequency, SUTA rate and effective date at a glance.
Employee Payroll Report
The Employee Payroll report shows an overview of employees paid for your client companies along with important information like net and gross pay, contributions and deductions, and employer and employee taxes at glance.