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.
|
| 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
|
Use these options to specify an additional reporting period:
Current Period
The report displays data for the accounting period that is currently open.
Pd Range
Specify a range of accounting periods. You can select accounting periods from the drop-down lists, or you can enter them in mm/yyyy format.
Dates
Specify a range of dates. Enter the start and end dates of the range, or click
 and select the dates.
|
| Employee Sort
|
Select the sort order for the employees included in the report:
-
Number — Sort by employee number.
-
Last Name — Sort by employee last name.
-
SSN — Sort by Social Security number.
|
| 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
|
To generate the report for all contribution codes, do not make any selections in
Contribution Specific Codes.
To generate the report for selected contribution codes, do one of the following:
-
To generate the report for one contribution code, click it.
-
To generate the report for multiple contribution codes in consecutive rows, hold down the SHIFT key and click the first code and last code in the group.
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To generate the report for multiple contribution codes that are not in consecutive rows, hold down the CTRL key, and click each of the codes.
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