The Pension Adjustment Report option reports on Pension Adjustments for all the employees for one year or all years.
This report includes an option to generate an export file, ######.CSV, where ###### is the job number. The export file is generated where the logical SRB$OPSWRK is defined. All fields within the export file have any extra spaces removed from the front and back of the fields and all fields are separated by a comma.
The export file includes the following fields:
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Payroll ID code
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Employee number
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Employee name
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Taxation year of PA
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Income Tax Deduction code
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Employee's PA Amount
Enter T4 Year To Report
Enter the year to report pension adjustments. Press Enter to print all years of pension adjustments.
Select By Income Tax Deduction Code
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Enter enter without defining any tax deduction codes and all tax deduction code records will be reported.
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Enter tax deduction numbers one at a time to define the PA records to be reported.
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Click on Clear Selection toggle to clear the information out of the field
Sort Report By Employee Number Or Name
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Enter 'N' to produce the report in employee name sequence.
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Enter 'E' to produce the report in employee number sequence.
Include Generation of CSV Export File
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Enter 'Y' to include the generation of the export file.
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Enter 'N' to omit the generation of the export file.
The report lists the following:
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Employer number and name
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Year, Tax Code, Pension Adjustment amount
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Total Pension Adjustment amount