Use the General tab to select report options for the Contributions by Category report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
Reporting Period
| Field | Description |
|---|
| W-2 Year
|
Select the Form W-2 year for which you want to display year-to-date contribution amounts.
|
| W-2 Quarter
|
Select the Form W-2 quarter for which you want to display quarter-to-date contribution amounts.
|
| Print QTD
|
Select this check box to display quarter-to-date amounts.
|
| Print YTD
|
Select this check box to display year-to-date amounts.
|
| Time Frame
|
Specify the timeframe for the payroll data:
- Current Period: The report shows data for the accounting period that is currently open.
- Period Range: Select this option and use the adjacent fields to specify the range of accounting periods.
- Dates: Specify the start and end dates of the range.
|
Employee Sort
Specify the sort order for the employees included in the report:
| Field | Description |
|---|
| Number
|
Sort by employee number.
|
| Last Name
|
Sort by employee last name.
|
| Social Security Number
|
Sort by each employee's Social Security number.
|
Other options
| Field | Description |
|---|
| Print Wages Subject to Contribution
|
Select this check box to display the amount of wages subject to the contribution. This amount may not be identical to the gross wages amount. For example, the amount subject to State Unemployment Insurance contributions is calculated as follows: Gross wages - 125 Cafeteria contributions.
|
| Print Gross Wages
|
Select this check box to display gross wages amounts.
|
| Print Linked Withholding Amount
|
Select this check box to display withholding amounts for withholding codes linked to the contributions. For example, if the contribution code is 401KMATCH, the linked withholding amount is the amount withheld for the corresponding 401(k) withholding code.
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| Contribution-Specific Codes
|
You can select contribution codes to filter report contents. To generate the report for all contribution codes, do not make any selections in this field.
|
