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5% & 20% transactions


Guest Stacey L Miller
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Guest Stacey L Miller

I have been manually computing 5% and 20% transactions in order to complete Form 5500 and/or Form 5500-C/R. I feel like I'm in the Dark Ages in this area and am wanting to automate this process.

Per Quantech tech support, Quantech doesn't generate this information based on the various transactions processed. Per Quantech Crystal Reports tech support, they are not even certain they could make a report that gathers the information.

How do you all get this data?

I'd appreciate advice.

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Guest Sue Michalski

Because of all the variables involved in the 20% and 5% question, I think we are all in the same boat. We manually calculate them, too.

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