DESKTOP RETIREMENT REPORTS

Hi there,  Cap-Capt. I can show you the steps in customizing the retirement report in QuickBooks Desktop (QBDT).

In QBDT, you can personalize your reports by customizing them.

Here's how:

1. On the menu section, click Reports.
2. Select Employee & Payroll.
3. Scroll down, then click State Mandate Retirement.
4. On the Reports, click Customize Report.
5. On the Display tab, search for the names you want to add under Columns and mark it as checked.
6. Once done, click OK.

I've also added a screenshot for your visual reference.

Please not that not all options you want to add are unavailable in QBDT. I recommend exporting the report as an Excel file and adding the missing formats.

In addition, you can refer to this article to learn how to customize your reports in the future in QBDT: Customize reports in QuickBooks Desktop.

Comment on the post if you still have concerns about customizing your report. I'm always here to help you.

Followed your instructions extactly, & the report is blank.

read about that in other posts, so followed those instructions

to repair file and then rebuild data.  Report still blank.

Thank you. 

Nice to have you joined this thread, Rochelle_. I'm here to make sure you get the best help available so this gets sorted out immediately.

You should be able to see the report data if you have set up the state retirement plans accurately. Also, please ensure that your QuickBooks Desktop (QBDT) is up-to-date. This way, you'll always have the latest features and fixes.

If the report is still blank, I recommend reaching out to the QBDT payroll support team. Our payroll representatives have advanced tools to look at your account closer, like screen-sharing sessions to determine the issue in a secure environment. Here's how:

1. In QBDT company, click Help.
2. Choose QuickBooks Desktop Help or press F1 on your keyboard.
3. Click the Contact Us button in the Have a question? window.
4. Enter your concern in the description box and select Continue.
5. Choose either Chat with us or Have us call you.

Refer to this article that contains the time when support is available, depending on your type of subscription, or you can get their number in this article's QuickBooks Desktop Payroll section: Contact Payroll Support.

Additionally, you can visit this article to learn about creating other custom reports for payroll: Customize payroll and employee reports. For easy access to your personalized reports, you can memorize these reports.

Feel free to swing by and add a comment if you have other concerns besides generating reports. I'll get back to you as fast as I can. Take care!

Thank you Kevin!

Since the retirement has been set up for a couple of years, simply changed the name of the payroll item to CASAV and it worked! But how do you differenciate between the 401k, the ROTH and the Employer match?

They all can't have the same name, and if you add even one character to the name then it doesn't work. Thanks! 

I can assist you with setting up your payroll items, @Rochelle_.

Making minor changes to the payroll item name won't cause issues unless a special character is entered. Have you encountered any errors while doing this?

To differentiate between the 401k, ROTH, and Employer Match, you can modify the existing names by adding a suffix or prefix. For instance:

• CASAV_401k for traditional 401k contributions.
• CASAV_ROTH for Roth contributions.
• CASAV_EM for employer match contributions.

Alternatively, you can set up separate payroll items for each contribution type. You can choose the appropriate item type and assign it a unique name. After creating all the necessary payroll items, you can allocate them to the respective employees.

In case you need more guidance on running payroll, check out this article: Create and run your payroll.

I'll be on the lookout for your response, so feel free to leave a comment below if you have more payroll-related questions. Take care, and have a great day!