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BB662020
January 5, 2022
Question

State Mandate Retirement report

  • January 5, 2022
  • 3 replies
  • 0 views

California State Mandate Retirement report not working for 2022 payroll.  Report is blank and no amount of filter adjustment helps.

3 replies

BigRedConsulting
BigRedConsulting
January 5, 2022

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"?

B
BB662020Author
January 5, 2022

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.

S
ShiellaGraceA
January 5, 2022

Thanks for posting here today, @BB662020.

 

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:

 

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.

H
hwray
January 18, 2023

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.

K
kathidaugherty
January 25, 2024

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?

    K
    kathidaugherty
    January 25, 2024

    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?

      J
      JanbonN
      January 25, 2024

      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.

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