Overview
The Pre-tax Contributions Report displays all contributions processed via contributions files or using auto-deposit.
Here are a few key points to keep in mind when creating Pre-Tax Contributions Reports:
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Only contributions with a funding date within the specified date range will be included.
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Report generation can take 1–3 hours, depending on the amount of data. Once ready, it will appear under “Ready to Start” for download.
The sample Pre-tax Contributions Report outlines what information can be included on this report.
How to create a Pre-tax Contributions Report
To get started, log in to Forma Admin and click “Reports” from the menu on the left. Click the "New Report" button, select "Pre-tax Benefits" report type, and select "Pre-tax Contributions Report" from the list of templates.
Next, select the reporting period and optional columns to include in the report.
Included columns: These columns will always be included on the Pre-tax Account Report and can’t be deselected.
- External Employee ID
- Account Type
- Employee Amount
- Employer Amount
- Tax Type
- Funding Type: Payroll or carryover
- Funding Date: The date in the contributions file or the auto-deposit date. We only include the contributions funded within the report date range.
- Funding Status: Published or Errored. You will only see Errored for HSA contributions if the HSA is not opened yet. Once the HSA is opened, it will be published automatically.
- Error reason
Optional columns: By default, these columns will be included in the report. You can exclude columns by unchecking the box.
- Primary Email: Email employees use to log into Forma, usually the work email. If the employee is terminated, the email will be updated to personal email.
- Full Name
- Created At: The date when the contributions file is processed or the auto-deposit date.
- Funding Request ID: Applicable to HSA only. The funding request sent to the bank in order to fund the HSA.
- Contribution ID: Applicable to all contributions. The ID in the database for each contribution will be unique.
Click “Run Report” to create the report.
While the report is being created:
When the report is ready to download:
Report generation time depends on the amount of data in the report. If the download button isn't available, try refreshing the page.
