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J
JJCoin
July 15, 2021
Question

Pull of 401K information

  • July 15, 2021
  • 1 reply
  • 0 views

I am in the process of setting up a new 401K for my business.  The bank is requiring a file each weekly payroll that includes the full employee social security number along with the contribution and matching amount information.  The canned QB reports hide the SSN.  Has anyone else had to do this?  Did you find a work around besides manually typing the SSN's, which is what my bank is suggesting.

 

    1 reply

    A
    AileneA
    July 15, 2021

    You can pull up the Employee State Taxes Detail report to display these data, JJCoin. 

     

    Aside from their name, and SSN, it also shows your employee's deduction and tax information. Here's how to run the report: 

     

    1. Click the Reports. 
    2. Under Employees & Payroll, select Employee State Taxes Detail.

     

     

     

     

    You can also check the different reports in QuickBooks Desktop through these articles: 

     

     

    I'll be around if you have other questions or concerns. Just don't hesitate to comment below. Take care and have a great day ahead.

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