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What report shows employee and employer match for a 401K plan?

Created on  | Last modified on 

Summary

Run the Employee 401K list in Sage BusinessWorks to display your 401K deduction totals.  The 401k list includes the social security number, name, address, hire date, hours, gross pay and up to three deduction totals for each employee.

Resolution

  1. Select PR, Reports, Employee Reports, Employee List, Employee 401K List.
  2. Select the desired Employee ID range, Employee Status and Check date range.
  3. Under Deduction 1 select your 401k employee deduction ID.
  4. Under Deduction 2 select your 401k employer match deduction ID.
  5. Click Print or Preview.

 NOTE: You won’t be able to see this information on the report until you set up the deduction and run checks that include deductions

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