More to come... on ORIGIN Payroll and 1099 EOY Procedures.
Pre-quisitie: 10.2 13.1 14.4 15.3 15.416.1 Patch Date after 11/1/16
Processes:
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First, Validate Earnings Code is setup correctly Expand |
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| Payroll -> Setup -> Earnings Code Setup Image Modified
If you are Taxing as Supplemental, make sure that Tax is Setup Payroll -> Setup -> Taxes Maintenance Image Modified
Supplemental Tax Rate for 2015 Expand |
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title | 2015 Rate IRS Publication |
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title | Individual Check Processing |
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| Payroll -> Pay Period Menu -> Current Period Indicators Maintenance Set Check Date Image Added
Payroll -> Individual Check Processing Print Check by - Computer if you want to print a Check or ACH advice. If you are hand writing checks, Select Printed by Hand. If you wish to Direct Deposit the bonus, check the Box Use Employee's Direct Deposit. Bonus amount may be based on an hourly rate or a flat amount. Image Added
Validate information on Deduction Tab System will zero out Deductions - you may adjust if needed. Image Added
Tax Tab should be validated as well. These amounts are also adjustable. Image Added
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title | To Process as a Separate Check Run |
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| - Enter All Individual Check Earnings Amounts for each Employee in Individual Check Processing
- Go To Pay Period Menu
- Calculate Wages/Print Calc Reports
- Print Payroll Checks
- Complete Payroll Run as Normal
- NOTE: If you are printing actual CHECKS, the the "Write Checks of Type" drop down, select "Individual" or your checks will not print.
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Complete Payroll Process |
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title | Include in Normal Pay Check Run |
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| - Enter Bonus Information in the Individual Check Screen
- Process Payroll as Normal for the Current Pay Period
- Calculate Wages/Print Calc Reports
- Print Payroll Checks
- NOTE: If you are printing actual Checks, in the "Write Checks of Type" drop down, select "Both" as this will print Regular and Individual Checks
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Complete Payroll Process |
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title | EOY Payroll Process (TAXES) |
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| Payroll -> End of Year -> Copy Tax Masters to New Year It will come up with the Current Year in the Copy From field and put Next Year in the Copy To Year Image Added
Enter through the fields for Save Button to become active Click the Save Button NOTE: This will change the Current Year in the Control File. Any Payroll run after this will be in the New Year. Payroll → Setup → Control File Maintenance Image Added
Individual Taxes can then up updated Image Added
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title | Employee Information |
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| Employee Info - (Name, Address, Social Security Number) - Payroll - Employee Menu - Employee Maintenance
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| Corporation - Company Setup Menu - Company Control File
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title | Multi - State (Optional) |
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| Multi States (Optional) - Payroll - Setup Menu - State Jurisdiction
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title | Verify W-2 Data YTD Pay History |
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| YTD Pay History - Payroll - End of Quarter - QTD/YTD Register
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title | Supplemental Information |
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| Purpose - - Enter additional data to show on W2 that is not part of the base Payroll System
- Common Uses:
- Insurance above $50,000
- Tips
- Miscellaneous Box 14
- Payroll - End of Year Menu - Supplemental Maintenance
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| Purpose - - To distribute official copies of the W-2 to your employees
- Due by January 31st to employees
- Due by February 28, for Paper Filings to Federal Government
- Due by March 31 for Electronic Filing to Federal Government
- Make sure you have purchased W-2 forms
- Make sure you have a W2 printer setup in iRely to ensure proper print alignment
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| Payroll Menu - End of Year - Print W-2 Summary report - This is a plain paper version that can be verified by your accountant prior to printing actual W-2s
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| Print multiple pages of W-2s on plain paper and compare alignment to actual forms prior to printing on the forms Payroll - End of Year Menu - Print W-2 Forms - Select number per page
- For 2 per page, you will need to print separate W-2 runs for each Schedule/Packet of forms
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title | Creating W-2 Magnetic Media Files |
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| Send Electronic File to the IRS and other Government Agencies - Due by March 31st, required if you have more than 250 employees
Payroll - End of Year Menu - W-2 magnetic Media Creation Update File Name to send Pathing to your shared pcfiles folder on your server to find your W-2 file quickly EXAMPLES: Windows Server Image Added
Unix/Linux Server Image Added
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Validate your file for errors by downloading AccuWage from the IRS website |
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title | State W-2 Magnetic Media |
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| –W-2 Magnetic Media files can also be sent to your state. Payroll > End of Year Menu > State W-2 Magnetic Media Creation Note: Some states will accept the same file as the IRS while other states have unique requirements
Not all states have a unique W-2 Magnetic media format. The following is an example when the software does not have an state specific program. Image Added
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| Payroll – End of Year Menu – Reset Accruals and Award VSP Time – This step MUST be done regardless of: - VSP Program being used (Scheduled vs. Standard)
- Award Frequency (End Of Year vs. Anniversary Date etc.)
- Process should be run before First Payroll of New Year
“This Year Calculated Field” is checked each year when Benefits are awarded Image AddedThis process “Unchecks” the “This Year Calculated Field” which allows the system to calculate going forward. Image AddedExample Employee has: Image Added
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- First, Run Report without checking the Update Employee Records Box
- This will allow you to verify information without updating
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- Payroll End of year
- Reset Accruals and Award VSP Time
Verify Employee Information - Vacation Time will not change, as it is awarded on Anniversary Date
- Sick Time will reset
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- Run process again, checking update box
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- This Year Calculated is now “Unchecked”
- Vacation Time remains the same – as it is awarded on Anniversary Date
- Sick Time has been changed to 40 hours
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Payroll W2.pdf Payroll VSP.pdf Payroll Bonus Checks.pdf Payroll EOY.pdf |