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Generate a retirement funding report

How to generate a retirement funding report in Sage Payroll and HR.

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Written by Kombie Makhubele

A retirement funding report shows each employee’s year‑to‑date retirement fund values by pay group.


Generate the retirement funding report

  1. Select Reports and then Retirement funding.

  2. Make the following selections:
    Tax year
    Pay group
    Report type
    Retirement fund type
    Employees

  3. Select Generate report.

  4. Review report displayed on the screen.

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