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.

Contents

Column Description
Contribution Code This column displays the code that identifies a type of contribution that the employer makes on the employee's behalf.

For example, your company may have a contribution code for a matching contribution to 401(k) accounts or for contributions to State Unemployment Insurance.

You assign contribution codes to employees on the Payroll tab of the Employee Info Center.

Employee Number/ Name This column displays the employee's identification number and name.
CUR or Periods or Dates This column displays the amount contributed during the period you specify in Time Frame on the General tab.
QTD This column displays the amount contributed during the Form W-2 quarter you specify on the General tab.
YTD This column displays the amount contributed during the Form W-2 year you specify on the General tab.
CUR or Periods or Dates If the contribution code is linked to a type of withholding for the employee, this column displays the amount withheld from the employee's pay during the period you specify in Time Frame on the General tab.
QTD If the contribution code is linked to a type of withholding for the employee, this column displays the amount withheld from the employee's pay for the Form W-2 quarter you specify on the General tab.
YTD If the contribution code is linked to a type of withholding for the employee, this column displays the amount withheld from the employee's pay for the Form W-2 year you specify on the General tab.
CUR or Periods or Dates This column displays the amount of gross wages paid during the period you specify in Time Frame on the General tab.
QTD This column displays the amount of gross wages paid during the Form W-2 quarter you specify on the General tab.
YTD This column displays the amount of gross wages paid during the Form W-2 year you specify on the General tab.
CUR or Periods or Dates This column displays the amount of wages used to calculate the contribution amount for the period you specify in Time Frame on the General tab.

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.

QTD

This column displays the amount of wages use to calculate the contribution amount for the Form W-2 quarter you specify on the General tab.

YTD

This column displays the amount of wages use to calculate the contribution amount for the Form W-2 year you specify on the General tab.