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Level 1

401(k) report

Is there a 401(k) report that I can customize and download with information regarding the following fields?

- Rehire date

- Eligibility date

- Participation date

- Phone

- Email

- Hourly vs. Salary

- Contributions split into Traditional 401(k), Roth 401(k), and Employer Match

- Employee name split into First, Middle, Last, Employee Sex, Pay Date?

 

The only report I can find is the Deferred Compensation Report 401(k).

Solved
Best answer 11-13-2019

Best Answers
Highlighted
Moderator

401(k) report

Hello Steffiny,

 

Aside from the Deferred Compensation Report 401(k), you can also pull up the 401(k) Reports. You can customize it depending on the fields you need.

Here's how to pull up the report:

  1. Click Reports at the top menu and select Employees & Payroll.
  2. Click More Payroll Reports in Excel and select 401(k) Reports.
  3. Select the Report Type (Census or Payroll) you want and click Create Report.

It will open an Excel file with the data you want to display.

 

If the 401(k) Report option is not available, I'd recommend updating your QuickBooks release and the payroll tax table versions.

 

Anything you want to add or ask would be appreciated. Have a great day!

View solution in original post

5 Comments
Highlighted
Moderator

401(k) report

Hello Steffiny,

 

Aside from the Deferred Compensation Report 401(k), you can also pull up the 401(k) Reports. You can customize it depending on the fields you need.

Here's how to pull up the report:

  1. Click Reports at the top menu and select Employees & Payroll.
  2. Click More Payroll Reports in Excel and select 401(k) Reports.
  3. Select the Report Type (Census or Payroll) you want and click Create Report.

It will open an Excel file with the data you want to display.

 

If the 401(k) Report option is not available, I'd recommend updating your QuickBooks release and the payroll tax table versions.

 

Anything you want to add or ask would be appreciated. Have a great day!

View solution in original post

Highlighted
Level 1

401(k) report

How can report for 2019 if we are are currently in 2020? When i pull the report it only shows current employees and not any for 2019. 

Highlighted
QuickBooks Team

401(k) report

Let me help you in viewing your 2019 reports in QuickBooks, @NadiaS.

 

If you're trying to access your 2019 401K report, you can follow the detailed steps provided above.

 

When you access the Census report, this will show all of the active employees in the excel file, regardless of their hire date. 

paycheck date.1PNG.PNG

However, if you access the Payroll report, you can select the 2019 paycheck date in the drop-down. This will show all of the employees report for the last year.

paycheck date.PNG

Also, you'll want to run other payroll-related reports that can help you easily review payroll transactions. Check out these articles for more details:

 

 

If you need further help in running your reports in QuickBooks, tag my name in the comment section below. I'll immediately get back to you.

Highlighted
Level 1

401(k) report

This report, nor the deferred compensation report, are displaying the company match.

The deferred compensation report used to, but after a recent software update, it doesn't.

Any insights?

Highlighted
QuickBooks Team

401(k) report

Hello there, Jarrella.
 
You have to make sure that you have selected the correct date of the payroll date. If you are still not able to see the deferred compensation report, double-check the employee’s paycheck if it has 401K.
 
You can check this article for more information in setting up 401K: Set up Roth 401(k) and Roth 403(b), and Roth 457(b) plans.
 
Loop me in if you need extra help. I’ll get back to you right away. Have a good one.

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