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Report for Employer Paid HSA

Report for Employer Paid HSA

Description of Issue

How to generate a report on what Employer Contributions for an HSA were reporting on W2s?

Context
  • Enterprise ERP

  • Payroll

  • Accumulators Report

Cause

Instructional

Resolution
  1. Go to Accumulators Report (Payroll > Employee History > Accumulators report).

  2. Click Search.

  3. Enter the Year, HSA Deduction code and frequency Y for just the yearly amounts.

  4. Click Accept.

  5. Click Excel.

  6. Select the required boxes including Employer amount.

  7. Click Accept.

Additional Information










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