Standard 401k to Avantax
Feb 15, 2024
This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Avantax file specifications. This transformation is used in a detamoov integration with Avantax.
| Source File | Destination file |
| Standard 401k | Avantax |
File Specifications
| File Type Generated | CSV |
| Header Row(s) Generated | YES |
| Footer Row(s) Generated | NO |
| End of Row Character | CRLF |
| File Naming Generated |
Detamoov_[Payroll Co Name]_[Plan ID]_[Division]_[Pay Frequency Code]_[Date in mmmdddyyyyhhmmss].csv |
Field Mappings
The table below details the specific field mapping and transformation rules applied to ensure the Avantax Payroll Contribution csv format is created correctly from the standard 401k format.
| Avantax Field Name | Standard 401k Field Name | Field Type | Details |
| Plan ID | PLAN ID | STRING | |
| Pay Period Begin Date | PAY PERIOD BEGIN DATE | DATE | MM/DD/YYYY |
| Pay Period End Date | PAY PERIOD END DATE | DATE | MM/DD/YYYY |
| Pay Date-Date Employees are Paid | PAYROLL CHECK DATE | DATE | MM/DD/YYYY |
| Pay Frequency Sequence Number | NUMBER | Provided by Avantax - field override | |
| Pay Frequency Code | PAY PERIOD START DATE AND PAY PERIOD END DATE | STRING | W = Weekly B = Biweekly S = Semimonthly M = Monthly Q = Quarterly A = Annual |
| Division ID | STRING | Provided by Avantax - field override | |
| SSN | SSN | STRING | Numeric only |
| First Name | FIRST NAME | STRING | |
| Middle Name | MIDDLE NAME | STRING | |
| Last Name | LAST NAME | STRING | |
| Employee Number | EMPLOYEE NUMBER | NUMBER | |
| Current Pay This Pay Date | CURRENT PAY PERIOD GROSS PAY | NUMBER | Round - 2 decimals |
| Current Hours This Pay Date | CURRENT PAY PERIOD HOURS WORKED | NUMBER | Round - 2 decimals |
| Pre-Tax Deferral | NUMBER | Requires a transformation override per plan | |
| UD 1 - Roth Deferral | NUMBER | Requires a transformation override per plan | |
| UD-2 Safe Harbor Match | NUMBER | Requires a transformation override per plan | |
| Safe Harbor Nonelective PS | NUMBER | Requires a transformation override per plan | |
| Discretionary Match | NUMBER | Requires a transformation override per plan | |
| Discretionary Nonelective PS | NUMBER | Requires a transformation override per plan | |
| Loan Payment | 401k LOAN 1 REPAYMENT AMOUNT | NUMBER | Round - 2 decimals |
| Date of Birth | DOB | DATE | MM/DD/YYYY |
| Date of Hire-Original | HIRE DATE | DATE | MM/DD/YYYY |
| Termination Date | TERMINATION DATE | DATE | MM/DD/YYYY |
| Date of Rehire | REHIRE DATE | DATE | MM/DD/YYYY |
| Address1 | ADDRESS LINE 1 | STRING | |
| Address2 | ADDRESS LINE 2 | STRING | |
| City | CITY | STRING | |
| State | STATE | STRING | |
| Zip Code | ZIP | STRING | |
| LEAVE BLANK-DO NOT POPULATE | STRING | ||
| LEAVE BLANK-DO NOT POPULATE | STRING |
