Jump to content

making some of my 6.0 custom reports available.


Recommended Posts

Posted

at last, I have put some custom reports on our web site

(LDA-FCPA.com) they are under custome reports, these are now as ready as I will ever be for 6.0

I offer no promises they will work in every case, but if they help then go for it.

There is a word file that briefly describes them as well, please download that one.

There are the ADP/ACP reports. they sort alphabetical, a column indicating if the ee is excluded from the ACP test and are in landscape.

the adprsult report will do the shift of unused deferrals.

and then the adpacpcr will indicate the corrections needed to pass a failed test. it shows the results using the pre SPJBA rules as proof, along with the actual refund. I had to 'fake' the system out to determine the refund using the shift, but instructions are on the adprsult report.

Please be careful. these reports replace Quantech's, so rename Qtech first.

there are some govt form reprots-

sched I, sched ssa, and a sched T (or at least a brave attempt at sched T.

always compare your results to other Qtechs available, etc.

There are a few allocation reports, and a 15% report that also checks for 415 limits.

There is also even an attempt at a 414(s) compensation test.

ok, maybe I missed a few odd categories that may show up on employees, but the reports seem to be working fairly well for my purposes. again, make sure you read the report notes file and rename the Qtech ADP report first. these will not work under custom reports.

any other comments you can e-mail me directly.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use