Viewing and Exporting Employer EINs from Payroll Snapshot

Overview

This article explains how to view and export a list of currently active employers along with their Federal EINs by customizing the Payroll Snapshot view. Use this guidance when you need a consolidated list of employer EINs for reporting, reconciliation, or record-keeping purposes.

Availability of a Standard EIN Report

There is currently no standard report that lists all clients and their Federal EINs in a single file. The recommended method for retrieving this information is to customize the Payroll Snapshot view to include the Federal EIN column and then export the results to Excel.

How to View and Export Employer EINs

Follow these steps to display and export a list of active employers with their Federal EINs:

  1. Navigate to the Payroll Center.

  2. Open the Payroll Snapshot.

  3. Select Customize the View.

  4. In the customization options, add Federal EIN.

  5. Confirm the view now displays the Federal EIN for each currently active employer.

  6. Export the data to Excel for further review, sharing, or reporting.

     

Tips for Best Results

  • Only currently active employers appear in the Payroll Snapshot view.

  • After adding Federal EIN, you can rearrange columns or add other fields as needed before exporting.

  • Save your customized view if you plan to reuse it in the future.

     

Key Takeaways

  • There is no built-in report that lists all clients and Federal EINs in a single file.

  • The Payroll Snapshot in the Payroll Center can be customized to display the Federal EIN for each active employer.

  • Use Customize the View to add the Federal EIN column, then export to Excel to save the list.

  • Only currently active employers are included in this view.