uAttend Payroll - 401K Report

The 401K Report will detail information that can be submitted to 401K providers on behalf of a company utilizing uAttend Payroll services. This report will also outline current and YTD (Year-To-Date) contributions and matches from employees and the employer.

Notes:

• At a minimum, Check dates must be specified to produce the 401K report.

• The report can be filtered by pay run IDs, benefit codes, and deduction codes.

• The report can also be sorted by employee social security number or employee last/first name in ascending and descending order.

To produce a 401K Report:

1. Click on the Reports tab.

2. From the Payroll Reports Dashboard, click on 401K Report.

3. Click the checkbox to specify all organization levels or individual organization levels.

4. Click the drop-down menu to select pay run IDs.

5. Click the drop-down menu to select benefit codes.

6. Click the drop-down menu to select deduction codes.

7. Select the desired Check Date Range.

8. Click View.