Partner Client Company Reports
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.
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
In beta for select partner accounts! The Pay Schedule report enables accountant partners and users with permissions to efficiently view and manage clients’ past and upcoming payrolls.
The Payroll Tax Settings report allows you to view all your clients’ FEIN, federal deposit frequency, SUTA rate and effective date at a glance.
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.
The payroll Info report for partners allows you to view client payroll at a glance. It gives details of the last payroll run, collection dates, and more.
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