Contributions by Category Report

The Contributions by Category report displays amounts for each contribution category, by employee, for three reporting periods that you specify.

Contribution Categories

Contribution categories enable you to track amounts, other than withheld taxes, that your firm contributes to employee accounts. For example, you could use contribution categories to track the following:

  • Matching contributions to 401(k) accounts.
  • Contributions toward employees' health insurance costs.
  • State Unemployment Insurance payments for a state other than the state for which an employee has a withholding amount.

Multicompany

If you are using the Multicompany feature, this report only shows data for the active company.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

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