Contributions by Category Report

The Contributions by Category report displays amounts for each contribution category, by employee, for three reporting periods that you specify.

Contribution Categories

Contribution categories enable you to track amounts, other than withheld taxes, that your firm contributes to employee accounts. For example, you could use contribution categories to track the following:

  • Matching contributions to 401(k) accounts.
  • Contributions toward employees' health insurance costs.
  • State Unemployment Insurance payments for a state other than the state for which an employee has a withholding amount.

Multicompany

If you are using the Multicompany feature, this report may contain employee data for one or more companies that are associated with the employee.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Related Topics:

  • Display the Contributions by Category Report
    The Contributions by Category report is a Payroll report.
  • Contributions by Category General Tab
    Use the General tab to select report options for the Contributions by Category report and to save sets of options for reuse.
  • Contributions by Category Columns
    The Contributions by Category report contains a standard set of columns. You do not have the option to select columns for this report. The header area of the Contributions by Category report lists the Form W-2 year and quarter for which you generated the report. The body of the report displays employer contribution amounts for each employee.
Parent Topic: Payroll Reports Overview