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It would be helpful to be able to access a report that includes employee deferrals & employer matches (separately) by pay date, for auditing purposes.
Karen Penwarden
| Company | Kindness General Contractors, LLC |
| Job Title / Role | H.R. Manager |
| I need it... | Yesterday...Come on already |
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The detailed version breaks down the report by employee, not pay date. In completing the audit for the year, it is necessary to have "batches" by pay date.
Hi Karen. Why doesn't the 401(k) Fringes and Deductions Report when ran in Detailed view not work for this? You will have to set up Reporting Categories to use this report first. I'd be happy to walk you through it if needed. Please let me know