FAQ 728: Top Heavy Test--The top heavy test is not including the key employees

Problem:

The top heavy test is not including the key employees. What am I doing wrong?


Solution:

The reason that you are seeing those results is because fund 3 is coded in the "Fund to Track Receivables" field on the Fund Definition screen (FUNDDEF), and all of the key employees only have balances in fund 3. Since, by default, the "Exclude Receivable Fund" box is checked when you run the top-heavy test, fund 3 is then excluded from the test, and so are the key employees since they have no balances in the other funds.

Assuming that fund 3 does not contain receivables, either remove the "3" from the "Fund to Track Receivables" field on the Fund Definition screen in the specs, or uncheck the "Exclude Receivable Fund" box when running the top-heavy test. Either option should then include the key employee when running the test.