Sammiemor Posted January 31, 2018 Posted January 31, 2018 Hello All, At a TPA firm I worked at previously we had an excel spreadsheet and checklist that we used and were so helpful when completing testing. The spreadsheet ensured that you knew what your compensation totals (415, ADP, Gross, Pre-entry, etc.) and deferrals/catch-up totals should be in the beginning. As well as, the checklist made sure all testing items were addressed before having it reviewed. Unfortunately, when I left that company, I didn't keep any copies and the place I work at now, doesn't have such beneficial tools. Does anyone have any that they are willing to share? Thanks bunches in advance!!
ratherbereading Posted February 1, 2018 Posted February 1, 2018 Sammiemor, I have a checklist we use at our TPA but it involves more than testing. If you want it please send your email address and I will be glad to share... Sammiemor 1 4 out of 3 people struggle with math
austin3515 Posted February 1, 2018 Posted February 1, 2018 I feel the same way about my checklist as Coca Cola does about their recipe! It is THE secret ingredient!! Sammiemor 1 Austin Powers, CPA, QPA, ERPA
Puffinator Posted September 30, 2019 Posted September 30, 2019 This thread is from last year and just ran across it... But, I'm very interested in your spreadsheet templates. Would you mind haring these with me..? I'm on an OCD-induced mission to tweak my toolbox of stuff that I've drafted and/or Frankenstein'ed together over the years. LOL
thepensionmaven Posted October 1, 2019 Posted October 1, 2019 I'm very interested in your spreadsheet templates as well.
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