Download ATRF-CS Quick Reference Manual

Transcript
 Submitting Data to ATRF
5. For each month that does not match:

Print one or all of the following reports:

Contributions and Service Summary lists all employees’ contributions
for one or more months.

Employee Contributions lists all contribution data for all months for one
employee, then all months for the next employee, etc.

Employee Summary totals all contribution data from all months for one
employee, then all months for the next employee, etc. This report is
similar to the Contributions and Service Summary, but is in summary
format.

Print one or all of your payroll software-generated reports that show a
summary for each employee for the month(s) in question.
Hint Print data in alphabetical order by last name to compare
ATRF’s reports and your payroll reports.

Hint Experience and personal preference will determine which
report is best for you. See the Reports section in this manual
for the reports you can print from ATRF-CS.
6. Compare each employee in the ATRF-CS report with the same employee in
your payroll report. Note all discrepancies for each employee.


Hint To help in comparing and reconciling, you can create a
spreadsheet to list all discrepancies.
7. Once all employee records have been checked, the total of any differences
should equal the difference between the Contributions Summary YTD report
and the Remittance Statement Summary.
8. If the totals do not match:

Contact your ATRF representative if you think it is an ATRF error.

Correct your data by creating change records in ATRF-CS. Follow the
steps in the How to Report Monthly section of this manual under the
heading Changing Records after data transferred to ATRF.
56 | P a g e