Section 125 Deduction Totals by Month Report

The Section 125 Deduction Totals by Month Report lists the employees' deductions for the 125 plan by month.

The report can be reached by selecting Reports > Payroll > Section 125 Deduction Totals by Month Report and can be created as a PDF, Excel file, or .CSV file.

The report contains the following information:

Fields included on the Employee Totals worksheet are: employee name & SSN, department, paycheck site, pay total, deduction & employer totals, active status, monthly amounts, and total amounts.

Fields included on the Summary worksheet are: number of employees and monthly totals for pay, deduction & employer.

Report filters are:

• Run By: Select calendar year or fiscal year.

• Accounting Cycle: N/A

• Payroll Cycle: N/A

• Year: Select from the years in the system.

• Register Status: Select from Approved/Pending/Paid, Approved Only, Paid, Pending, Submitted/Approved/Pending/Paid, or Submitted Only

• Employee: Select all, one, or more.

• Department: Select all, one, or more.

• Paycheck site: Select all, one, or more

• Deductions: Select the 125 plan deduction(s).

• Deduction Order: Select from All, Pre-Tax, Tax, Post-Tax, or Pre-Social Security

Sample report — Employee Totals

Sample report — Summary

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