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Payroll Features ETA and CDD

Payroll Features ETA and CDD . 2011 User Conference Valerie Ahlers Jerome Sprecher Pat Badger. Payroll. Class objectives ETA-Employee Time and Attendance New Features in PR Maintenance EOY Procedures Q & A CDD. PR-Enhancements.

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Payroll Features ETA and CDD

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  1. Payroll FeaturesETAand CDD 2011 User Conference Valerie Ahlers Jerome Sprecher Pat Badger 2011 User Conference

  2. Payroll • Class objectives • ETA-Employee Time and Attendance • New Features in PR • Maintenance • EOY Procedures • Q & A • CDD 2011 User Conference

  3. PR-Enhancements • Tax Checks use GL location from Constants File (U3CONST) • Hand Checks (reversals) added Employer portion of FICA & Medicare • Suffix added to Employee Master (U3EMAST) • Negative deductions calculate in totals in U3PTIME 2011 User Conference

  4. Enhancements • Vacation/Sick /PTO Remaining show in U3PTIME and Standard Time file • Electronic UI • Electronic W-2’s • Deductions • State Requirements • E-mail Pay Stubs-V7 • Set up for e-mail program-eDocuments 2011 User Conference

  5. PR- Employee Master • Added Suffix-Used for W-2’s 2011 User Conference

  6. PR-Standard Time File • Adjust to Withholding • PTO, Vacation/Sick remaining 2011 User Conference

  7. PR-Constant File-Tax Check to GL Location • Tax checks use Loc from Constants 2011 User Conference

  8. PR-U3PTIME • PTO/VAC/SICK-shows remaining hrs. • Multiple Workcodes/Multiple Pay 2011 User Conference

  9. PR- U3PTIME • Negative deductions showing 2011 User Conference

  10. PR-Hand Check Entry-Opt 9 • Key in Employer FICA and Medicare 2011 User Conference

  11. PR-E-MAIL DD PAYSTUBS 2011 User Conference

  12. Payroll Maintenance 2011 User Conference

  13. PR-ACH File Maintenance 2011 User Conference

  14. PR-Deductions File 2011 User Conference

  15. PR-Federal Tax Information 2011 User Conference

  16. PR-State Tax Information 2011 User Conference

  17. PR-Check Print Options 2011 User Conference

  18. PR-Check Print Options 2011 User Conference

  19. PR-Reg. Entry Time File-U3PTIME 2011 User Conference

  20. PR-Special PR Options 2011 User Conference

  21. PR-Pay Period Reports • U3PPR0-Wage Distribution • U3PPR1-Payroll Register • U3PPR2-Deduction Register • READ THESE CAREFULLY! • If you do NOT get the Deduction Register-then you have a negative check 2011 User Conference

  22. PR-Printing Checks 2011 User Conference

  23. PR-Merge 2011 User Conference

  24. PR-ACH 2011 User Conference

  25. PR-Tax Checks 2011 User Conference

  26. PR-Hand Checks • Used to Reverse Payroll Check • Use PR reports to fill in information • Check employee information after merging • WILL NOT GENERATE A CHECK 2011 User Conference

  27. PR-Reprint Pay Stubs 2011 User Conference

  28. PR-Employee Labels 2011 User Conference

  29. PR-W-2’s 2011 User Conference

  30. PR-Electronic File-W-2’s 2011 User Conference

  31. State Unemployment Filing • Have added North Dakota, Colorado, Michigan and Idaho • Looking at adding Iowa and Washington • Have changed format for WIS • Anyone else? 2011 User Conference

  32. EOY Procedures • Be sure you are current on your PTF’s • Changes made frequently so check often • Last minute changes may be made 2011 User Conference

  33. EOY Unemployment Filing • Follow same steps as before • run other reports needed (labor, deduction, vac/sick, etc) • create 4th qtr. File • when all through, opt. 6 to clear year • run reports and balance • -this creates files with U3emaxx, U3pyexx, etc with the year (ex. 11) that is used for W-2’s (be sure info is correct before clearing) • change tax tables for new year • can do first PR of 2012 2011 User Conference

  34. PR EOY Procedures • Do Not change your Fed., State, Local & School Tax Tables until AFTER doing Option 6 to clear the year • The files saved off with the year are: • U3EMAxx, U3EDUxx, U3PDUxx, U3PYExx, U3PYHxx, U3FDTxx, U3STTxx, and U3VACxx. • Just making copies of some files so may take longer to run. 2011 User Conference

  35. Electronic Filing- W-2’s and UI • Need Client Access to make transfer to PC • W-2’s- do practice ones on PLAIN PAPER until you verify all info is correct-keep your correct copy as a file copy • Run on correct forms • difference in printers for alignment • Check out Govt. BSO website for preview of W-2’s with Accuwage • New download each year, print off verification • Check file with notepad 2011 User Conference

  36. State W-2’s • Need to check with your state if they accept electronic W-2’s • EFW2 format • Some states require additional info • MN-Preparer’s name and state tax ID • ID- RV record- state info-looking to add • Other states- check and let us know 2011 User Conference

  37. Electronic Filing • Both W-2’s and UI are in EFW2 format • Have until the end of month following the EOQ for UI and March for W-2’s but don’t wait too long due to high volume (W-2’s for state-check your state’s information) 2011 User Conference

  38. Payroll • Any questions? • Thanks for your input and sharing of information 2011 User Conference

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