Generate consultant payroll report

Summary

Learn how to generate a Consultant Payroll Report in Box + Dice.

This article covers:

• About the consultant payroll report
• Generate the consultant payroll report 

About the consultant payroll report

The Consultant Payroll Report is crucial for accurately tracking consultant commissions, ensuring proper payroll processing, and making necessary adjustments for fees, taxes, and contributions. 

Generate the consultant payroll report

To generate the consultant payroll report:

• Click More > Staff or Accounting > Payroll  
• Search for the consultant  
• Select the consultant/s from the search results
• Click Commissions
• Select the Date Range
• Select which Commissions to include in the report
• Click the Project Commissions to include only when project listings are involved

• Enter the details in the Payroll fields:
  • Balance b/f - The Balance Brought Forward from the previous rollover period, if applicable
  • Retainer Paid - The refundable retainer fee that the consultant must repay, if applicable
  • Superannuation - The superannuation contribution to be paid out of the total commission earned in the current period
  • Advertising Contribution - Advertising expenses to be paid by the consultant out of their commission 

To finalise the consultant payroll report:

• Click Manage Adjustments  
• Enter Adjustments

These adjustments can be positive or negative, depending on the changes required.  

• Enter any taxes that need to be deducted from the consultant’s total commission under Less Tax 

• Click Clear to remove any previously saved drafts

• Click Save As Draft if you are not ready to finalise
• Click Send via Email or
• Click Save to PDF or Word to generate report

• Select a Report template 

Once downloaded, the report is pulled from Sales Listings and includes total commission, commission splits, deductions, and adjustments.