State Mandate Retirement report

I don't see such a report on the Reports menu and have never heard of it.

How do you access the "California State Mandate Retirement report"?

State Mandated Retirement is only for certain states, California being one of them.  If you are not in California (or one of the other states), perhaps it is not available.  Otherwise, it is in Employees & Payroll Reports.

Thanks for posting here today, @Cyclewench.

I'll share the steps on how you can pull up the report. You'll want to make sure you have the latest payroll tax table update and QuickBooks latest release. This way, your reports are updated.

Please refer to these articles for the step-by-step instructions:

• Get the latest payroll tax table update

• Update QuickBooks Desktop to the latest release

After running the updates, pull up the report again. Here's how:

1. Go to Reports.
2. Select Employees & Payroll, then click State Mandated Retirement.

Additionally, here's a link to get answers to common state retirement questions: State retirement savings plan (Savers program) FAQ.

Please don't hesitate to reply if you have other questions or concerns with reports. I'll be around for you. Take care and have a nice day ahead.

Report Blank starting in 2022.

I want to make sure you're able to get the State Mandated Retirement report in your QuickBooks Desktop, @Cyclewench.

Since you're still unable to get the data of the State Mandated Retirement report when following my peer's instructions, @ShiellaGraceA, I recommend reaching out to the Desktop Payroll Support Team. Our payroll representatives have advanced tools to look at your account closer, like screen-sharing to determine the issue in a secure environment.

Here's how to contact support:

1. Press the F1 on your keyboard when the program is open.
2. Select Contact Us.
   
   
    
3. Enter Support in the field and click Continue.
4. From here, you can message an agent or get a call.

The following linked article provides additional info about contacting the QuickBooks Desktop Customer Support Team.

In addition, you can create other custom reports for payroll, take a look at this article: Customize payroll and employee reports. For effortless access to these personalized reports, you can memorize these reports.

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

Quickbooks help and/or support has never been able to even understand the software problem nor resolve the issue.  Contacting has been a waste of time.

All your suggestions have been, and always are, done.  Report still blank.

Still not working as of 01/19/2022.

I can share some information that can help you generate the report that you need, @Cyclewench.

There may be some minor data issues with your company file that's why you're having this blank report. Try running the Rebuild and Verify Utility tool to fix possible data damage on your company file.

Please follow the steps below:

1. Open your company file again.
2. Go to the File menu, then select Utilities and choose Rebuild Data.
3. Click OK in the QuickBooks Information window.
4. Wait until the repair is done. Then, click OK.
5. Then, go back to the File menu and select Utilities and choose Verify Data.
6. Click OK if QuickBooks doesn't find any problems. Or Rebuild Now if it finds issues with your company file.

If you still get the same issue, let's try running the QuickBooks File Doctor to fix common issues. 

1. Open your QuickBooks Tool Hub.
2. Select Company File Issues.
3. Click Quick Fix my File.
4. Choose OK when it completes and launch your QuickBooks.

I'm adding this article for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.

Once done, try running the report once again. 

You can customize this report by adding or deleting columns, adding or removing information on the header/footer, and even personalize the font and style of the report. Check this article for detailed guidance: Customize reports in QuickBooks Desktop.

I'm always here if you need further help and guidance in generating your report. Let me know by leaving a reply below. Keep safe and have a great rest of the day!

Verify Date utility produces No Problems.

I am not sure if you resolved your issue, but I was having the same problem.  My work around was to go into the Payroll Item list, click on CalSavers, and generate a report.  I used the Report tab at the bottom of the list, and then clicked Quick Report.  

I hope this helps others, the Standard Report tab did not work.

Report still does not work for California.  Report blank.  I've tried CASAV as well as CAL CASAV as the Payroll Item name.  Report still blank.  Is anyone at Intuit still out there? Has ANYONE been able to make this work?

Report still does not work for California. 1/25/2024.  Report blank.  I've tried CASAV as well as CAL CASAV as the Payroll Item name.  Report still blank.  Is anyone at Intuit still out there? Has ANYONE been able to make this work?

Hello there, Kath. This isn't the service we want you to experience. I'm here to route you to get the help you need.

Please update your payroll tax table to ensure that the report will be accessible. If it's updated, I recommend contacting our support team for them to review your account in a safe environment and find the root cause of this issue. 

Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
3. Select Contact Us.
4. Give a brief description of your issue and select Continue.
5. Sign in to your Intuit account. Select Continue and then Continue with my account.
6. We'll email you a single-use code. Enter your code and select Continue.
7. Select to chat with us or Have us call you.

Additionally, you can refer to this article on personalizing your reports: Customize reports in QuickBooks Desktop.

Let me know if you need further assistance with your reports. I'll be here to lend a hand. Keep safe and take care.