PunchRoll
PunchRoll

Reporting

Turn payroll history into reports and files ready for review

Review and download payroll and employer-cost reports from processed periods. The history keeps together the totals an owner or accounting professional needs to examine.

For tax work, PunchRoll prepares exports for Forms 941-PR and 499 R-1B, plus W-2PR forms and EFW2 or EFW2PR files. These are preparation tools: downloading a file does not file it with Puerto Rico Treasury, the IRS, or another agency.

The workflow lets you hand data to a CPA, submit it through the appropriate external channel, and then record the confirmation number in the platform.

What it solves

Reusable totals

Payroll and employer-cost reports from processed periods.

Quarterly work

Exports that support preparation of Forms 941-PR and 499 R-1B.

Year-end closing

W-2PR and EFW2/EFW2PR files available for review.

Clear scope

Separates file generation from filing with an agency.

Step by step

Real application · Demo data · Spanish and English captions
  1. 1

    Choose the period

    Start from processed payroll or the relevant tax year.

  2. 2

    Review totals

    Validate wages, withholding, and costs with your professional.

  3. 3

    Download and submit

    Generate the file, file outside PunchRoll, and record the receipt.