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C
Cap-Capt
July 2, 2024
Question

DESKTOP RETIREMENT REPORTS

  • July 2, 2024
  • 1 reply
  • 0 views

Good Morning,

The company that holds the retirement plans for the company have changed the format for reports to be submitted.

How does one find a report in quickbooks desktop Premier Plus that encompasses all of these fields? 

Thanks in advance. 

Social Security NumberName - LastName - First GenderDate of BirthDate of Hire - OriginalDate of RehireTermination DateAddress - Street 1Address - Street 2Address - CityAddress - StateAddress - Postal CodeDivision IDPre-tax Deferral AmountRoth AmountMatching AmountMatching Safe Harbor AmountProfit Sharing AmountNon Elective Safe Harbor AmountPlan CompensationCurrent HoursMarital StatusLoan PaymentsEmail AddressCell Number

    1 reply

    R
    RhoiceW
    July 2, 2024

    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 note that some 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.

    R
    Rochelle_
    July 3, 2024

     

    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. 

    K
    Kevin_C
    July 3, 2024

    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!

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