crystal reports for sched T

[Guest]

these reports can be found at LDA-FCPA.com

click on the CUSTOM REPORTS

these are 5.0 crystal reports

I can't promise these reports will work everytime, but feel free to use at your own risk. or, as with anything, double check your work. I haven't had a problem yet with them, except maybe for bad data input on the system itself.

Reports are:

census - schedule T - revised

this report will pull some of the info needed for question 4 on the sched T. if you print the 410(B) data under the nondiscrim report, you should be able to fill in the blanks.

this report will give a count of ineligibles, # of term in prior year, # of terms

this report will also tell you if a term in a prior year has comp in the current year. if this is the case, these employees will not show on Quantechs ADP test. why should an ee show if he quit in a prior year? but if he was a rehire, then such person should be on the test. in such case, you would need to delete or enter a new term date on the employee. possibly have to override his eligiblity code as well.

these people can be found on the other report

The other report:

census - data check for sched T

this is a census verification sorted by category code, with a WARNING message of problem people. feel free to ignore the misc 'count' numbers that show. this is a quickly thrown together report

anyway, feel free to try them out.

[Guest]

if you pulled the report from the website, the following correction should be to the formula

'excludables'

if {PLANEE.STATCD}='T' and {RPTEE.CURRPAYHRS}{RPTPLAN.YRBEGDATE} and {PLANHRS.BASECONTRTERMHRS}>500 then 1

else if {PLANEE.STATCD}='Z' and {RPTEE.CURRPAYHRS}{RPTPLAN.YRBEGDATE} and {PLANHRS.BASECONTRTERMHRS}>500 then 1

as I noted in the write up, I wasn't sure about my logic on the terminated ee count. I believe this should fix it. The report was designed to be an aid in completing the sched T for the 5500. I know the time crunch is here, so I wanted to get something out as soon as possible.

Sorry, I can do no more at 5.0, we just converted to 6.0.