Friday December 26, 2003 $10 Friday January 2, 2004 $15 Friday January 9, 2004 $20

Size: px
Start display at page:

Download "Friday December 26, 2003 $10 Friday January 2, 2004 $15 Friday January 9, 2004 $20"

Transcription

1 To : All DATAIR Retirement Plan Document System Clients From : DATAIR Document Services Date : November 24, 2003 Re : Annual Prototype Document Sponsor Reporting To maintain our status as a Sponsor of prototype retirement documents, and for plans adopted under DATAIR s name as the Document Sponsor to continue to rely upon Opinion Letters issued on those documents, DATAIR must abide by the annual reporting requirements of IRS Revenue Procedure Among other provisions, requires that the Sponsor of a prototype plan: Maintain, and be prepared to provide to the IRS, a listing of the name, current business address, and Federal Employer Identification Number of each employer that has adopted the Sponsor s plan; and Notify adopting employers of changes to the prototype during the preceding 12 months; of any intent to abandon a prototype document; or of necessary steps that are required to be taken to continue to rely on the prototype opinion letter. All adopters of DATAIR-sponsored Version 1 and Version 2 (pre-gust) prototypes must restate to a GUST-compliant document, such as our Version 3 (GUST) prototypes, by the end of DATAIR s Remedial Amendment Period, which is December 31, Each pre-gust document you report to us as Active will receive a letter from us indicating this requirement, and advise them to contact you for details. In order for us to complete this process, the DATAIR Document System Version 1.08 includes a Sponsor Reporting utility to gather the necessary information and prepare a diskette to be returned to us. Enclosed you will find a blank diskette, a Waiver Form, instructions for using the utility, and an envelope to return your reporting to us. Any plans adopted under DATAIR s name that you fail to report to us by Friday January 9, 2004 will not be included in our records of active plans for this reporting cycle. This could result in the IRS classifying those plans as Individually Designed, without reliance on the Prototype Opinion Letters issued by the IRS. An annual reporting fee applies to all active prototypes under DATAIR s name, based on the when DATAIR receives your firm s reporting diskette and waiver form as follows Package Received on or before Reporting Fee per Active Plan Friday December 26, 2003 $10 Friday January 2, 2004 $15 Friday January 9, 2004 $20 Obviously, it is to your advantage for us to receive your reply by December 26, Packages received after January 9, 2004 will not be included in this reporting cycle. There is no fee for inactive, terminated, or draft plans. Nor is there a fee for volume submitter plans and prototype plans adopted under your name as a word-for-word adopter/regional sponsor.

2 We would like to emphasize that providing current & accurate addresses for adopting employers is absolutely imperative. Due to the excessive number of letters returned as undeliverable due to incorrect address information during previous years, we are imposing a $20 special handling fee per undeliverable letter sent to adopting employers. This is in addition to the standard per-plan fee. There is a $50 per-plan special handling fee for plans reported to us manually rather than on the reporting diskette. This manual processing fee is in addition to the standard per-plan fee. You will receive a faxed or ed confirmation of the receipt of your Sponsor Reporting package from DATAIR within 3 business days of its receipt. If you do not receive a confirmation within a reasonable time period after it is mailed to us, please contact Suzanne Martineck at DATAIR. All fees associated with sponsor reporting will be included in your January or February 2004 billing statement as a separate line item. Please do not include payment when you return your reporting package to us. If you are a word-for-word adopter/regional sponsor of one or more DATAIR prototypes, please remember that you are responsible for meeting the reporting requirements of Rev. Proc for plans prepared under your name. Through the Sponsor Reporting Utility, you can generate the necessary lists and letters for plans which you are the Sponsor. Keep in mind that if you only sponsor some of the prototypes, you will still need to report any plans adopted under DATAIR s name to us for reporting. If you have any questions, please contact DATAIR Document Services group via at support@datair.com, via fax at (630) , or phone at (630) WE MUST RECEIVE A RESPONSE FROM ALL DATAIR DOCUMENT SYSTEM USERS PLEASE COMPLETE THE ATTACHED WAIVER FORM AND RETURN IT, AND THE REPORTING DISKETTE, TO DATAIR NO LATER THAN FRIDAY JANUARY 9, 2004 REMEMBER TO FILE BY FRIDAY DECEMBER 26th FOR THE LOWEST FEE

3 DATAIR Document System Annual Document Sponsor Reporting DATAIR Employee Benefit Systems, Inc. 735 N. Cass Avenue Westmont, IL Voice (630) Fax (630) Internet: http// DATAIR Employee Benefit Systems, Inc.

4 Table of Contents Section Page Section I Instructions for those Who Are Not Word for Word Adopters Introduction Who Should Report What Plans Get Reported What You Should Have Received Before You Start Installation of the Sponsor Reporting Utility Starting the Sponsor Reporting Utility Sponsor Information RDS Location Information Plans Being Reported Reports How to complete the Waiver Form What gets returned To DATAIR Does DATAIR Return to My Firm. 7 Section II Instructions for Those who are Word for Word Adopters Introduction Reporting To DATAIR What You Should Have Received Before You Start Installation of the Sponsor Reporting Utility Starting The Sponsor Reporting Utility Sponsor Information RDS Location Information Plans Being Reported Reports/Letters How To Fill Out The Waiver Form What Gets Returned To DATAIR What Does DATAIR Return To My Firm 13 Appendix A Frequently Asked Questions 14 Appendix B Waiver Form DATAIR Employee Benefit Systems, Inc.

5 Section I Instructions for those Who Are Not Word for Word Adopters of Prototype Documents 1.1 Introduction Word for word adopter is the new term under Revenue Procedure for what was called a Regional Sponsor under Revenue Procedure Revenue Procedure , requires DATAIR, as a Prototype Document Sponsor, to maintain a current list of all employers who have adopted and maintain documents sponsored by DATAIR. Additionally, we are required to notify each employer who has adopted a plan of changes made to the prototype document, or of required amendments. The Sponsor reporting process allows DATAIR to comply with the above requirements. 1.2 Who Should Report If you have ANY plans in either the DATAIR Windows Document System, OR the DATAIR DOS Retirement Document System for which DATAIR is the Document Sponsor, then you must report them to DATAIR. Even if you are a Regional Sponsor for some of your documents, any documents not covered by your Word for Word Adopter status must be reported to DATAIR. (Note: If your firm was a regional sponsor of our Pre- GUST Documents, but is NOT a Word for Word Adopter of our GUST documents, you must also follow the instructions in Section II, Instructions for those who are Word for Word Adopters.) 1.3 What Plans are Reported to DATAIR To comply with its reporting requirements under Rev. Proc , DATAIR is concerned with documents that meet the following criteria: Documents that show DATAIR as the Document sponsor AND ARE ALSO coded as a Prototype Document AND ARE ALSO coded as Active AND ALSO has an effective date prior to 01/01/2004 DATAIR s reporting requirements do NOT include the following: Documents where the Document Sponsor is other than DATAIR. Documents coded as Proposals or Defaults. Volume Submitter Documents and Individually Designed Documents. 1.4 What You Should Have Received In this package you should have received the following: These Instructions. A CD supplied by DATAIR containing Version 1.08 of the DATAIR Document system, which includes the current Sponsor Reporting Utility, that must be installed. A diskette supplied by DATAIR. This Diskette contains information needed by the Sponsor Reporting Utility and should not be discarded. It must be returned to DATAIR unless you have no plans to report. A waiver form. This waiver form must be completed and returned to DATAIR. A pre-addressed mailer envelope. Use this mailer to return the diskette and waiver form. Page 1

6 If you did not receive all of the above, please contact DATAIR Customer Support so that we may send replacements. 1.5 Before You Start Make sure that the information in your plan files is up to date. In particular, please make sure the following is correct. Plan type information (Plan Type, Sub Type, Document Type) These selections can be found on the Plan information screen, at the Plan info, and Document info tabs. In RDS, it may be found on the Plan Definition Screen. The Plans current status (Proposal, Active, or Inactive) Documents that are not adopted by the employer at this time should be coded as Proposal in WinDS or D for draft in RDS. Documents coded as Proposal are not subject to Sponsor Reporting. In WinDS, it is found on the Plan info screen on the Plan Info Tab. In RDS, it is found on the Plan Definition Screen. Documents that are currently adopted and in force by the adopting Employer should be coded Active. Documents coded as active, are subject to Sponsor Reporting The Adopting Employer s name and address The name and address information entered here is what is used to mail the notification letters. If the Adopting employer has moved, changed names, etc., this information must be brought up to date in order for the notification letter to reach them. In WinDS, it is found on the Plan info screen on the Sponsor Tab. In RDS, it is found in Screen Group 1, names and addresses. The Tax ID number The IRS requires a Tax ID number. This must be an EIN, not a Social Security number. In WinDS, its found on the Plan Info Screen, Sponsor Tab. In RDS, it is found in Screen Group 1, names and addresses. Document Plan Sponsor The document sponsor must be selected to indicate who is the document sponsor. In Win DS it is found on the Plan Info Screen, Document Info Tab. In RDS, it is found in Screen Group 1, names and addresses. Effective Date The effective date must be filled in. In WinDS it is found in the Plan info screen, Documents tab. In RDS, it is found in Screen Group 1, names and addresses. Effective dates later than 01/01/2004 are excluded from this reporting cycle. Making sure this information is filled out and up to date on all active plans to be reported to DATAIR will ensure that the sponsor reporting process goes smoothly. Page 2

7 1.6 Installation of the Sponsor Reporting Utility Sponsor Reporting is installed as part of the Installation of the DATAIR Document System V1.08. You must have Win DS 1.08 installed to run the current Sponsor Reporting. Once DS 1.08 is installed, the Sponsor Reporting Utility can be started from the Activities List Bar. 1.7 Starting The Sponsor Reporting Utility You will find the Sponsor Reporting Utility listed in the Document System Activities list bar, similar to that shown below. Page 3

8 1.8 Sponsor Information After starting the Sponsor Reporting Utility, and clicking <Next> to pass the opening screen, the next screen will display your Sponsor Information. Please confirm your company name, address, phone, and contact information. Any fields with missing required information will be highlighted in red. The information on this screen will appear on any notification letters EXACTLY as shown here. In addition, we have provided space for an address or FAX number. While not appearing on notification letters, we can use this or FAX number to communicate with you regarding Sponsor Reporting. Your address will NOT be used or distributed for any other purpose. Click <Next> to continue on to the next section. Page 4

9 1.9 RDS Location Information The Sponsor Reporting Utility will attempt to find your Retirement Document System (RDS) Plan files. Only if it is not successful will the following screen be displayed. If the Sponsor Reporting Utility is unable to find your RDS plans on its own, you may use the <Browse> button to point to the location of your RD1 files. When completed, click <Next> to continue. If you do not have the DOS RDS system installed, then you may skip the next section Plans Being Reported The data will be gathered from both systems. The Sponsor Reporting utility will then sort the plans to decide which are reportable. The resulting list will be displayed. The sorting criteria is as follows: 1) only active prototype plans are shown. 2) Plans migrated from the RDS system to the Windows Document system will be shown only once. 3) Plans are matched based in EIN Page 5

10 number and three digit plan number and 4) plans effective prior to 01/01/2004. Plans from the old RDS system that have not been restated for GUST, will have a status of Pre-Gust. Plans from the Windows Document System will have a status of Gust. You may exclude a plan from the list if you believe it does not meet the criteria by removing the check mark in the leftmost column. Missing required data will be highlighted in red. A selection button for Exceptions Report will appear to provide a list of plans requiring corrections. To correct missing data, you may return to the Document System and open the plan in question, then enter the missing data. You may then return to Sponsor Reporting and select the Refresh selection to re-load and re-verify the data. You may work in both the Document system and Sponsor Reporting simultaneously. Once you are satisfied with the list, click <Next> to continue to the last section. Note: If the system has determined you have no reportable plans you have no need to continue the process. You may click <Finish> to exit the program and skip to Step 1.12 How To Complete the Waiver Form Reports You may make a hard copy report of the reportable plans using the Print Summary Report button. Margins are adjustable. A print option is also available to preview the report before printing it. At this time you can complete the Sponsor Reporting process by creating the reporting file. Insert the DATAIR supplied diskette (or a blank, formatted floppy if it s not available), and click Create Reporting File. You will be notified when the system is done writing files to the diskette. If your system does not have a Floppy Disk drive, or you wish to the results to us, the output location for the reporting file may be changed in the Advanced Options screen. The file created is called TRANSMIT.TXT. You may now Click <Finish> to exit the Sponsor Reporting Utility. Page 6

11 1.12 How To Complete The Waiver Form The waiver form is your certification to DATAIR of what you are reporting to us, as well as instructions regarding disposition of any return materials. The options are as follows: 1. We hereby notify DATAIR, via the enclosed diskette, of those Prototype documents which have been prepared and adopted under DATAIR s name and for which DATAIR is responsible under Rev. Proc Your firm has active prototype plans sponsored by DATAIR to report and/or plans discontinued since the last reporting cycle. You are reporting these plans to DATAIR. There are then two sub options to specify how you want the notification letters handled. DATAIR will directly mail all notification letters directly to your firms adopting employers. You will receive courtesy copies of those mailings. 2. We have no Prototype documents prepared under DATAIR s name to report. Either we have no active Prototype plans, or all plans which are currently adopted are under our name as a regional sponsor of the plans, and we are responsible for reporting of those plans under Rev. Proc Further, we understand any active plans adopted under DATAIR s name not reported to DATAIR may be considered as individually designed plans by the IRS and may not rely upon Prototype Notification or Determination Letters issued by the IRS. Your firm has no prototype plans to report. Applicable if your firm is a regional Sponsor for all plans your firm handles. Once you have completed the waiver form, add your firms name, sign and date the last page What Gets Returned To DATAIR Using the enclosed mailer, the following should be returned to DATAIR: The Reporting Diskette The completed waiver form What Does DATAIR Return To My Firm When our processing of the information you provided us is completed, you will receive the following: Copies of all appropriate adopting employer letters. A summary listing of all plans for which we have information. After our January reporting to the IRS is completed, you will be billed for all active plans reported by your firm. Page 7

12 Section II Instructions for those Who Are Word for Word Adopters (Regional Sponsors) 2.1 Introduction Word for word adopter is the new term under Revenue Procedure for what was called a Regional Sponsor under Revenue Procedure Revenue Procedure , requires that Word for Word Adopters maintain a current list of all employers who have adopted and maintain plans they sponsor and be able to produce it upon demand by the IRS. Additionally, they are required to notify each employer who has adopted a plan of changes made to the prototype document, or of amendments required. The Sponsor reporting process allows you, as a Word for Word Adopter, to comply with the above requirements. 2.2 Reporting To DATAIR If you have ANY plans in your system for which DATAIR is the Document Sponsor, then you must report those to DATAIR following the instructions in Section I (Instructions for those who are not Word for Word Adopters). If you are a Word for Word Adopter for all document types your firm deals with, then you need only return the completed waiver form. See section 2.11 Completing The Waiver Form. 2.3 What You Should Have Received In this package you should have received the following: These Instructions. A CD supplied by DATAIR containing the Sponsor Reporting Utility that must be installed. A blank diskette labeled with your firm s name. This diskette will be used to return information about DATAIR-sponsored plans to us. If you have no DATAIR-sponsored prototype plans, there is no need to return this diskette to DATAIR. A waiver form. This waiver form must be completed and returned to DATAIR. A pre-addressed mailer envelope. Use this mailer to return materials to DATAIR. If you did not receive all of the above, then please contact DATAIR customer support so that we may send replacements, if required. 2.4 Before You Start Make sure that the information in your plan files is up to date. In particular, please make sure the following is correct. Plan type information (Plan Type, Sub Type, Document Type) These selections can be found on the Plan information screen, at the Plan info, and Document info tabs. In RDS, it may be found on the Plan Definition Screen. The Plans current status (Proposal, Active, or Inactive) Documents that are not adopted by the employer at this time should be coded as Proposal in WinDS or D for draft in RDS. Documents coded as Proposal are not subject to Sponsor Reporting. In WinDS, it is found on the Plan info screen on the Plan Info Tab. In RDS, it is found on the Plan Definition Screen. Documents that are currently adopted and in force by the adopting Employer should be coded Active. Documents coded as active, are subject to Sponsor Reporting The Adopting Employer s name and address Page 8

13 The name and address information entered here is what is used to mail the notification letters. If the Adopting employer has moved, changed names, etc., this information must be brought up to date in order for the notification letter to reach them. In WinDS, it is found on the Plan info screen on the Sponsor Tab. In RDS, it is found in Screen Group 1, names and addresses. The Tax ID number The IRS requires a Tax ID number. This must be an EIN, not a Social Security number. In WinDS, its found on the Plan Info Screen, Sponsor Tab. In RDS, it is found in Screen Group 1, names and addresses. Document Plan Sponsor The document sponsor must be selected to indicate who the document sponsor is. In Win DS it is found on the Plan Info Screen, Document Info Tab. In RDS, it is found in Screen Group 1, names and addresses. Effective Date The effective date must be filled in. In WinDS it is found in the Plan info screen, Documents tab. In RDS, it is found in Screen Group 1, names and addresses. Effective dated later than 01/01/2004 are excluded from this reporting cycle. Making sure this information is filled out and up to date on all active to be reported will ensure that the sponsor reporting process goes smoothly. 2.5 Installation of the Sponsor Reporting Utility Sponsor Reporting is installed as part of the Installation of the DATAIR Document System V1.08. You must have Win DS 1.08 installed to run the current Sponsor Reporting. Once DS 1.08 is installed, the Sponsor Reporting Utility can be started from the Activities List Bar. 2.6 Starting The Sponsor Reporting Utility You will find the Sponsor Reporting Utility listed in the Document System Activities list bar, similar to that shown below. Page 9

14 2.7 Sponsor Information After starting the Sponsor Reporting Utility, and clicking <Next> to pass the opening screen, the next screen will display your Sponsor Information. First Select the Document Sponsor you are reporting for. Then confirm your company name, address, phone, and contact information. Any fields with missing required information will be highlighted in red. The information on this screen will appear on any notification letters EXACTLY as shown here. In addition, we have provided space for an address or FAX number. While not appearing on notification letters, we can use this or FAX number to communicate with you regarding Sponsor Reporting. This address will not be used or distributed for any other purpose. Click <Next> to continue on to the next section. 2.8 RDS Location Information The Sponsor Reporting Utility will attempt to find your Retirement Document System (RDS) Plan files. Only if it is not successful will the following screen be displayed. Page 10

15 If the Sponsor Reporting Utility is unable to find your RDS plans on its own, you may use the <Browse> button to point to the location of your RD1 files. When completed, click <Next> to continue. If you do not have the DOS RDS system installed, then you may skip the next section. 2.9 Plans Being Reported The data will be gathered from both systems. The Sponsor Reporting utility will then sort the plans to decide which are reportable. The resulting list will be displayed. The sorting criteria is as follows: 1) only active prototype plans are shown. 2) Plans migrated from the RDS system to the Windows Document system will be shown only once. And 3) Plans are matched based in EIN number and three digit plan number. Plans from the old RDS system that have not been restated for GUST, will have a status of Pre-Gust. Plans from the Windows Document System will have a status of Gust. You may exclude a plan from the list if you believe it does not meet the criteria by removing the check mark in the leftmost column. Page 11

16 Missing required data will be highlighted in red. A selection button for Exceptions Report will appear to provide a list of plans requiring corrections. To correct missing data, you may return to the Document System and open the plan in question, then enter the missing data. You may then return to Sponsor Reporting and select the Refresh selection to re-load and re-verify the data. You may work in both the Document system and Sponsor Reporting simultaneously. Once you are satisfied with the list, click <Next> to continue to the last section. Note: If the system has determined you have no reportable plans you have no need to continue the process. You may click <Finish> to exit the program and skip to Step 2.11 How To Complete the Waiver Form Reports/Letters You have several reports available to you. You may: 1) Make a hard copy report of the reportable plans using the Print Summary Report button. 2) Create a hard copy list suitable for the IRS of active plans sorted by plan type. 3) Generate required notification letters. Note: At this time, only Pre-GUST plans prototypes are required to receive notification letters. Employers who have adopted GUST documents are not required to receive notification letters during this reporting cycle. Margins are adjustable. A print option is also available to preview the report before printing it. When you are finished with reports, select finished to Quit Sponsor Reporting How To Complete The Waiver Form The waiver form is your certification to DATAIR of what you are reporting to us as well as instructions regarding disposition of any return materials. The options are as follows: Page 12

17 1. We hereby notify DATAIR, via the enclosed diskette, of those Prototype documents which have been prepared and adopted under DATAIR s name and for which DATAIR is responsible under Rev. Proc Your firm has active prototype plans sponsored by DATAIR to report and/or plans discontinued since the last reporting cycle. You are reporting these plans to DATAIR. There are then two sub options to specify how you want the notification letters handled. DATAIR will directly mail all notification letters directly to your firms adopting employers. You will receive courtesy copies of those mailings. 2. We have no Prototype documents prepared under DATAIR s name to report. Either we have no active Prototype plans, or all plans which are currently adopted are under our name as a word-for-word adopter of the plans, and we are responsible for reporting of those plans under Rev. Proc Further, we understand any active plans adopted under DATAIR s name not reported to DATAIR may be considered as individually designed plans by the IRS and may not rely upon Prototype Notification or Determination Letters issued by the IRS. Your firm has no prototype plans to report. Applicable if your firm is a word-for-word adopter for all plans you prepare. Once you have completed the waiver form, add your firms name, sign and date the last page What Gets Returned To DATAIR Using the enclosed mailer, the following should be returned to DATAIR: The Reporting Diskette (only if you have plans to report to DATAIR) The completed waiver form What Does DATAIR Return To My Firm If you have plans to report to DATAIR, when our processing of your received information is completed, you will receive the following: Copies of all appropriate adopting employer letters. A summary listing of all plans we have information for, and their status. After our January reporting to the IRS is completed, you will be billed for all active plans reported for your firm. If you do not have plans to report to DATAIR, then we will acknowledge the receipt of your waiver form. Page 13

18 Appendix A Frequently Asked Questions About Sponsor Reporting 1) I have plans on multiple computers. How does the Sponsor Reporting Utility handle this? The Sponsor Reporting Utility can handle multiple sets of plan files. The procedure is as follows: 1) Run the Sponsor Reporting Utility on the first machine with plans. Complete the reporting file. 2) Go to the next machine with plans. Run the Sponsor Reporting Utility on that machine. Use the same diskette for the reporting file. When making the report on the second machine, you will see the message Data on drive A:\ already exists. Do you wish to Append?. Select Yes. This will add the data to the previous data. 3) Continue as in step 2 for however many machines have plan files. 2) Can I send my information in via the internet? Yes. Create the reporting file on diskette as per the sponsor reporting instructions, or send the reporting file to an alternate location defined in Advanced Options. The file name created is TRANSMIT.TXT. E- mail that file as an attachment to RD.Support@datair.com. Fax the waiver form to us at (630) ) I ve lost the diskette that came with the Sponsor Reporting Package. Do I need a new one from DATAIR? No. Any blank formatted floppy disk will do. 4) I have received my information back from DATAIR. On several of the plans the mailing address on the adopting employers letters is wrong. What do I do? The address on the letter is based on the information contained in the plan file. If the client has moved, then it is up to you to make sure the information remains current in the plan file. If the address is wrong, please correct it in your plan file for next year, and report it to us. We will issue a corrected letter. Be advised a manual handling fee may apply in cases like this. 5) To make corrections, do I have to leave sponsor reporting? No. You can have the Windows Document System, RDS DOS, and Sponsor Reporting running all at the same time. You can switch between them to make corrections, and use the refresh selection in sponsor reporting to re-load the corrected data. Page 14

19 DATAIR Employee Benefit Systems, Inc. Regional Prototype Sponsor Annual Reporting Waiver and Certification Form We hereby notify DATAIR, via the enclosed diskette, of those Prototype documents which have been prepared and adopted under DATAIR s name and for which DATAIR is responsible under Rev. Proc We have no Prototype documents prepared under DATAIR s name to report. Either we have no active Prototype plans, or all plans which are currently adopted are under our name as a regional sponsor of the plans, and we are responsible for reporting of those plans under Rev. Proc Further, we understand any active plans adopted under DATAIR s name not reported to DATAIR may be considered as individually designed plans by the IRS and may not rely upon Prototype Notification or Determination Letters issued by the IRS. By: Signature Date Name (Please Print) Page 15

MARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR

MARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR The following instructions will guide you through the end of a calendar year process. This process includes steps for W-2 Forms, Electronic W-2 Filing, Clear Calendar Year to Date Totals, Tax Table updates

More information

PPA RESTATEMENT INSTRUCTION BOOK

PPA RESTATEMENT INSTRUCTION BOOK PPA RESTATEMENT INSTRUCTION BOOK Merrill Lynch Prototype Defined Contribution Plan and Trust for Basic SM and RCMA plans FOR PLAN SPONSOR USE ONLY. Merrill Lynch Wealth Management makes available products

More information

Additional Medicare Tax User Guide for QuickBooks

Additional Medicare Tax User Guide for QuickBooks Additional Medicare Tax User Guide for QuickBooks Beginning tax year 2013, a new Additional Medicare Tax (a provision of the Affordable Care Act) of 0.9 percent applies to individuals Medicare taxable

More information

Lender Connect Collaboration

Lender Connect Collaboration Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides

More information

14. Roster Processing

14. Roster Processing 14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the

More information

Dashboard. Dashboard Page

Dashboard. Dashboard Page Website User Guide This guide is intended to assist you with the basic functionality of the Journey Retirement Plan Services website. If you require additional assistance, please contact our office at

More information

Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch.

Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch. Introduction Did you know that there is a new version of the CMS 1500 form? You need to be prepared to switch. We are now in the dual use time frame. Payers are accepting the new form (CMS 1500 02/12)

More information

Rev 7/20/2015. ClaimsConnect Rejection Guide

Rev 7/20/2015. ClaimsConnect Rejection Guide ClaimsConnect Rejection Guide Helper Client, The purpose of this document is to assist you in accelerating the resolution of claim rejections. We have identified the most frequent rejection messages, and

More information

QuickBooks. For Evaluation Only. Premier 2015 Level 2. Courseware MasterTrak Accounting Series

QuickBooks. For Evaluation Only. Premier 2015 Level 2. Courseware MasterTrak Accounting Series QuickBooks Premier 2015 Level 2 Courseware 1702-1 MasterTrak Accounting Series QuickBooks Premier 2015 Level 2 Lesson 2: Banking and Credit Cards Lesson Objectives In this lesson you will learn how to

More information

Investment Tracking with Advisors Assistant

Investment Tracking with Advisors Assistant Investment Tracking with Advisors Assistant Client Marketing Systems, Inc. 880 Price Street Pismo Beach, CA 93449 800 643-4488 805 773-7985 fax www.advisorsassistant.com support@climark.com 2015 Client

More information

Installation & User Manual

Installation & User Manual Installation & User Manual Version: SPS Plus 5.0.0 Installation Procedure: Run the setup batch file from the CD and follow the Wizard to complete the setup. Install will create an Application shortcut

More information

2018 Payroll Tax Changes in BusinessWorks Page 1 of 12 IMPORTANT NOTICE TO ALL BUSINESSWORKS USERS:

2018 Payroll Tax Changes in BusinessWorks Page 1 of 12 IMPORTANT NOTICE TO ALL BUSINESSWORKS USERS: IMPORTANT NOTICE TO ALL BUSINESSWORKS USERS: Effective January 1, 2018, the Illinois income tax withholding rate is unchanged at 4.95%. Also the Illinois Department of Employment Security (IDES) states

More information

Quick Reference Guide: General Budget Change

Quick Reference Guide: General Budget Change Quick Reference Guide: General Budget Change In the USC Kuali system, every type of transaction is created and submitted in the form of an electronic document referred to as an edoc. The Kuali Financial

More information

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS General Questions: Questions 1. How should store sites be named? 2. How do I get help? 3. How to request consultant/vendor access? 4. How to request FBO Vendor access? 5. How do I delete a project? Responses

More information

ACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger

ACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General

More information

NextGen Trustee Receipting

NextGen Trustee Receipting NextGen Trustee Receipting This class will cover Miscellaneous and Property Tax receipting. We will review the receipting processes as well as how to properly handle corrections for receipts entered with

More information

Chapter 6. Cash Control

Chapter 6. Cash Control Chapter 6 Cash Control This Page Left Blank Intentionally CTAS User Manual 6-1 Cash Control: Introduction The Cash Control section allows you to enter the beginning balances for the fiscal year. This section

More information

Local Government Corporation. Resource NG Trustee Demo. Resource 2018 NextGen Trustee. Demo. NextGen Property Tax Search Views

Local Government Corporation. Resource NG Trustee Demo. Resource 2018 NextGen Trustee. Demo. NextGen Property Tax Search Views Local Government Corporation Resource 2018 NG Trustee Demo Resource 2018 NextGen Trustee Demo Property Tax Search Miscellaneous and Property Tax Receipting Receipting Methods Corrections Assessment Changes

More information

Chapter 24. Tips, Tricks and Error Messages

Chapter 24. Tips, Tricks and Error Messages Chapter 24 Tips, Tricks and Error Messages This Page Left Blank Intentionally CTAS User Manual 24-1 Tips and Tricks: Introduction The (OSA) often receives questions about CTAS from the program's users.

More information

DUS DocWay TM Loan Documents User Guide. January 2019

DUS DocWay TM Loan Documents User Guide. January 2019 DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...

More information

For Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los

For Lenders. Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los Accessing LOS: LOS is a web based program that can be accessed at the following URL address: https://los.chfa.org/los A User ID and Password will be assigned to all users by the designated account administrator

More information

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0 Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,

More information

Bill Pay Frequently Asked Questions

Bill Pay Frequently Asked Questions Bill Pay Frequently Asked Questions Table of Contents: I. Bill Pay Dashboard Tab II. Pay Bills Tab III. E-Bills IV. Payees (Adding/Managing) V. Transfer/ Send Money VI. Common Questions & Troubleshooting

More information

CREATE/SEARCH/UPDATE A CUSTOMER

CREATE/SEARCH/UPDATE A CUSTOMER CREATE/SEARCH/UPDATE A CUSTOMER 1) To create a New Application you must start with a Customer Search a. Click on the Customer link on the menu bar. b. In the Legal Name box, type either the full customer

More information

Certifying Mortgages for Freddie Mac. User Guide

Certifying Mortgages for Freddie Mac. User Guide Certifying Mortgages for Freddie Mac User Guide December 2017 The Freddie Mac Single-Family Seller/Servicer (Guide) requires a Seller/Servicer selling Mortgages to Freddie Mac to forward the Notes, assignments

More information

Q & A from 2009 Interim and Termination Amendments for Defined Benefit and Defined Contribution Webinar Presented Live June 18, 2009

Q & A from 2009 Interim and Termination Amendments for Defined Benefit and Defined Contribution Webinar Presented Live June 18, 2009 Q & A from 2009 Interim and Termination Amendments for Defined Benefit and Defined Contribution Webinar Presented Live June 18, 2009 Effective Dates Q: What is the 2009 Amendment effective date for section

More information

Store Credit Magento Extension User Guide Official extension page: Store Credit

Store Credit Magento Extension User Guide Official extension page: Store Credit Store Credit Magento Extension User Guide Official extension page: Store Credit Page 1 Table of contents: 1. General Settings.....3 2. Store Credit Product Creation.. 5 3. Product Price Settings..6 4.

More information

MMF Investment Policy Management

MMF Investment Policy Management MMF Investment Policy Management Citibank Online Investments Transaction Services MMF Investment Policy Management Table of Contents Table of Contents Money Market Funds Investment Policy Management...2

More information

Using the Clients & Portfolios Module in Advisor Workstation

Using the Clients & Portfolios Module in Advisor Workstation Using the Clients & Portfolios Module in Advisor Workstation Disclaimer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Overview - - - - - - - - - - - - - - - - - - - - - -

More information

Using the Merger/Exchange Wizard in Morningstar Office

Using the Merger/Exchange Wizard in Morningstar Office in Morningstar Office Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Can I use the Merger Wizard for all security types? - - - - - - - - - - - - - - - - - - 1 Can

More information

a. Sign in to TurboTax Online and open your tax return b. On the Home tab, click Save your 2010 return to your computer.

a. Sign in to TurboTax Online and open your tax return b. On the Home tab, click Save your 2010 return to your computer. Amend Federal Individual Tax Return If you used TurboTax Online to prepare and file your original return, follow these steps. If you used TurboTax Desktop, skip down to Desktop Customer Start Here! 1.

More information

NDS Payroll GUI W-2 Reporting Runbook

NDS Payroll GUI W-2 Reporting Runbook NDS Payroll GUI W-2 Reporting Runbook This page is left blank intentionally. i Table Of Contents Table Of Contents W-2 REPORTING PROCEDURE...1 W2 EMPLOYER MASTER MAINTENANCE...3 W2 BOX TABLES MAINTENANCE...6

More information

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Personnel. Absence Accumulation Process Step-by-step Instructions

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Personnel. Absence Accumulation Process Step-by-step Instructions CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Personnel Absence Accumulation Process Step-by-step Instructions 2013 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction... 1

More information

Accounts Payable (A/P)

Accounts Payable (A/P) Accounts Payable (A/P) I. Introduction a. Definition b. Accounts II. Setting up A/P a. Vendor setup b. Pay Terms III. Entering bills and paying bill IV. How it will look and Useful reports V. Steps to

More information

Income Tax and 1099 Preparation and Reporting

Income Tax and 1099 Preparation and Reporting Income Tax and 1099 Preparation and Reporting Preparing income tax forms and 1099s are two of the most common ways in which practitioners become involved with their clients' QuickBooks data. This guide

More information

Payment Center Quick Start Guide

Payment Center Quick Start Guide Payment Center Quick Start Guide Self Enrollment, Online Statements and Online Payments Bank of America Merrill Lynch May 2014 Notice to Recipient This manual contains proprietary and confidential information

More information

Chapter Three Contribution Remittance

Chapter Three Contribution Remittance Chapter Three Contribution Remittance Chapter Three Highlights Now that the enrollment process has taken place and all of the appropriate forms have been completed, the next step is to establish deductions

More information

HomePath Online Offers Guide for Selling Agents

HomePath Online Offers Guide for Selling Agents HomePath Online Offers Guide for Selling Agents 2012 Fannie Mae. Trademarks of Fannie Mae FM 0912 1 Table of Contents Introduction...3 Online Offers User Support...3 Your Account...4 Registering on HomePath.com...4

More information

Accounts Receivables Accruals

Accounts Receivables Accruals Accounts Receivables Accruals For FY18 June 20, 2018 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in

More information

ST. LUKE S HOSPITAL OPEN ENROLLMENT

ST. LUKE S HOSPITAL OPEN ENROLLMENT ST. LUKE S HOSPITAL - 2016 OPEN ENROLLMENT EMPLOYEE SELF SERVICE INSTRUCTIONS The following document will provide you instructions on how to access Lawson Employee Self Service (ESS) and enroll in 2016

More information

WINASAP: A step-by-step walkthrough. Updated: 2/21/18

WINASAP: A step-by-step walkthrough. Updated: 2/21/18 WINASAP: A step-by-step walkthrough Updated: 2/21/18 Welcome to WINASAP! WINASAP allows a submitter the ability to submit claims to Wyoming Medicaid via an electronic method, either through direct connection

More information

Third Party Transaction Services. December 2017

Third Party Transaction Services. December 2017 December 2017 Table of Contents Overview of... 0 Overview of... 2 Process Flow... 2 Adding and Accessing Loans in Loan Selling Advisor... 2 Originator Pipeline... 3 Evaluate Loans... 4 View Evaluation

More information

Correspondent XChange SM Functionality Manual. April 2019

Correspondent XChange SM Functionality Manual. April 2019 SM Functionality Manual April 2019 Table of Contents Overview of SM... 2 Third Party Process Flow for the... 2 Originator Pipeline, Navigation and Functions... 2 Create and Access Loans in Loan Selling

More information

Solar Eclipse Credit Card Authorization. Release 9.0.4

Solar Eclipse Credit Card Authorization. Release 9.0.4 Solar Eclipse Credit Card Authorization Release 9.0.4 i Table Of Contents Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents,

More information

Chapter 8 Sunrise ibais User Manual BA Insurance Systems

Chapter 8 Sunrise ibais User Manual BA Insurance Systems Chapter 8 Sunrise ibais User Manual BA Insurance Systems Chapter 8 Table of Contents CHAPTER 8 - SUNRISE... 8-1 CONFIGURATION... 8-1 Before you Start... 8-1 SUNRISE PROCESSING... 8-2 Processing a Sunrise

More information

VITA/TCE Training. Preparing a Return in Practice Lab

VITA/TCE Training. Preparing a Return in Practice Lab The National Tax Training Committee has modified this manual to more accurately reflect Tax-Aide policies and scope and to clarify instructions that relate to Practice Lab versus the desktop version of

More information

PriceMyLoan.com Broker s Guide. Revision 0705

PriceMyLoan.com Broker s Guide. Revision 0705 PriceMyLoan.com Revision 0705 PriceMyLoan Introduction... 3 Create a New File... 4 Upload a Fannie Mae File... 5 Upload a Calyx Point File... 5 Loan Request Interface... 6 Loan Officer Info... 6 Credit

More information

Viewing and Updating W-4 Information in Drexel One

Viewing and Updating W-4 Information in Drexel One Please Note: These instructions are intended to provide employees with basic information required to access and update W-4 federal tax withholding setup. The screen shots are provided for general reference

More information

DATAIR MASS-SUBMITTER PROTOTYPE SUMMARY OF CHANGES FOR EGTRRA RESTATEMENT 401(k) Non-Standardized

DATAIR MASS-SUBMITTER PROTOTYPE SUMMARY OF CHANGES FOR EGTRRA RESTATEMENT 401(k) Non-Standardized DATAIR MASS-SUBMITTER PROTOTYPE SUMMARY OF CHANGES FOR EGTRRA RESTATEMENT 401(k) Non-Standardized (Location: Base Plan Provision or Adoption Agreement) Required Minimum Distribution Final Reg.: Adopts

More information

Policyholders Guide to Policy, Billing & Claims

Policyholders Guide to Policy, Billing & Claims Policyholders Guide to Policy, Billing & Claims http://www.thezenith.com Contents Zenith Underwriting & Premium Contacts... 3 Policy, Billing & Claims Overview... 4 Login to TheZenith.com... 9 Summary

More information

Management Setup & Quick Start Guide. Sub heading i.e version xxx. Grower Edition Gatekeeper Version 3.5 June 2016

Management Setup & Quick Start Guide. Sub heading i.e version xxx. Grower Edition Gatekeeper Version 3.5 June 2016 Title Stock of Reconciliation document and Sub heading i.e version xxx Management Setup & Quick Start Guide Grower Edition Gatekeeper Version 3.5 June 2016 www.farmplan.co.uk 01594 545022 Gatekeeper@farmplan.co.uk

More information

Creating a Standard AssetMatch Proposal in Advisor Workstation 2.0

Creating a Standard AssetMatch Proposal in Advisor Workstation 2.0 Creating a Standard AssetMatch Proposal in Advisor Workstation 2.0 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 What you will learn - - - - - - - - - - - - - - - - - -

More information

WHAT TO DO WITH ABANDONED APPLICATIONS?

WHAT TO DO WITH ABANDONED APPLICATIONS? Volume 29: Mortgage Cadence WHAT TO DO WITH ABANDONED APPLICATIONS? Find out how to FOLLOW UP ON ABANDONED APPLICATIONS! 2014 CU*Answers Web Services ~collat/managment_services/building_the_factory_covers

More information

Ledger Out of Balance Checklist

Ledger Out of Balance Checklist Ledger Out of Balance Checklist The following pages are designed to help you find and correct out of balance conditions in your Ledger or Ledger/Payroll program. Answer the questions and complete the processes

More information

Cash Counting Sheet & Closing

Cash Counting Sheet & Closing Cash Counting Sheet & Closing Purpose The Cash Counting window allows you to reconcile your cash and balance your drawer(s). You have the option of tracking and closing multiple cash drawers and multiple

More information

Budget Revision System. Table of Contents

Budget Revision System. Table of Contents Budget Revision System Table of Contents Page 1. Introduction... 1.1.1 2. Accessing the Budget Revision System 2.1 Security Issues... 2.1.1 2.2 Initial Sign-on... 2.2.1 2.3 Maneuvering within the System...

More information

Cash Management Balancing Cashier Tills

Cash Management Balancing Cashier Tills ................................................................................................... Cash Management Balancing Cashier Tills Pharmacy Technology Solutions Issued July 2014 Cash Management

More information

DisplaySoft S IRS Reporting. Real Estate Software User s Guide Getting Started

DisplaySoft S IRS Reporting. Real Estate Software User s Guide Getting Started DisplaySoft 1099-S IRS Reporting Real Estate Software User s Guide Getting Started 1099-S IRS Reporting Title Page DisplaySoft 2018 Display Systems, Inc. APPLY FOR A TRANSMITTER S CONTROL CODE Create an

More information

NextGen Financial Management & NextGen Purchasing Fiscal Year End 2018

NextGen Financial Management & NextGen Purchasing Fiscal Year End 2018 Financial Management & Purchasing Fiscal Year End 2018 LOCAL GOVERNMENT CORPORATION ALL RIGHTS RESERVED 2011-2018 (Rev. 05/21/2018) Version 4 Copyright 2011-2018 All Rights Reserved Purchasing and Financial

More information

Salary Planner and Budget Development Manual

Salary Planner and Budget Development Manual UNIVERSITY OF OREGON Salary Planner and Budget Development Manual FY18 Budget and Resource Planning 2/1/2017 Table of Contents FY18 BUDGET PROCESS TRAINING... 2 Overview... 2 Security/access... 2 Chart

More information

Westpac WinTrade User Guide. Trade Finance. Westpac Banking Corporation ABN incorporated in Australia (New Zealand division).

Westpac WinTrade User Guide. Trade Finance. Westpac Banking Corporation ABN incorporated in Australia (New Zealand division). Westpac WinTrade User Guide Trade Finance Westpac Banking Corporation ABN 33 007 457 141 incorporated in Australia (New Zealand division). Westpac Banking Corporation 2008 This document is copyright protected.

More information

Checkbook Table of Contents. Receive Money Overview Spend Money Overview

Checkbook Table of Contents. Receive Money Overview Spend Money Overview Checkbook Table of Contents Receive Money Overview Spend Money Overview Changing Receive Money transactions To change a Receive Money transaction To change a recurring Receive Money template's name or

More information

Changing the General Ledger Fiscal Year End

Changing the General Ledger Fiscal Year End Changing the General Ledger Fiscal Year End (while retaining journal detail) Note: This document provides instructions to change the fiscal year end and import journal detail for the current fiscal year.

More information

An overview of the financial profile fact finder

An overview of the financial profile fact finder An overview of the financial profile fact finder Functions addressed in this document: A step-by-step walk through of the financial profile fact finder. How data entry is presented to the client within

More information

ApplyOnline / CommApply

ApplyOnline / CommApply ApplyOnline / CommApply Frequently Asked Questions General Q: What are the changes associated with the updated version of ApplyOnline / CommApply and are other Financial Institutions using this new functionality?

More information

Reconcilers & Verifiers Manual

Reconcilers & Verifiers Manual Document Name: Procurement Card Project: PeopleSoft Financials Date Last Updated: 10/14/14 Prepared by: Jim Scull Date Developed: 08/26/04 Reconcilers & Verifiers Manual Table of Contents Department Users...

More information

EHR Go Guide: Claims and Ledgers

EHR Go Guide: Claims and Ledgers EHR Go Guide: Claims and Ledgers Introduction Understanding how to submit patient claims and work with patient ledgers is a vital skill. This guide will provide an overview of how to enter and edit new

More information

Seller Portal Users Guide

Seller Portal Users Guide Seller Portal Users Guide Contents Page 3 Overview 4 Seller Portal Access 5 Entering the Seller Portal 6 Main Tab: Underwriting Guidelines 7 Quote Tab: Policy Sale Process 13 Policy Tab: Existing Policies

More information

CALENDAR YEAR END INFORMATION/PROCESSING INSTRUCTIONS FOR YEAR ENDING 2018

CALENDAR YEAR END INFORMATION/PROCESSING INSTRUCTIONS FOR YEAR ENDING 2018 Page 1 of 18 CALENDAR YEAR END INFORMATION/PROCESSING INSTRUCTIONS FOR YEAR ENDING 2018 W-2 & W-3 Processing Pages 1-9 1099 & 1096 Processing Pages 10-17 Priest Accountable Plan Page 18 W-2 and W-3 PREPARATION

More information

Internet Budgeting Solution Training Guide

Internet Budgeting Solution Training Guide Internet Budgeting Solution Training Guide Table of Contents Introduction... 1 Chapter 1: Chapter 2: Chapter 3: Chapter 4: Chapter 5: Chapter 6: Chapter 7: Appendix Getting Started Objectives & Overview...

More information

MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons

MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL 1 Y Walters B.Sc. (Math Science) Hons SUNDRY DEBTORS... 4 Enquiries... 4 Sundry Enquiries... 4 Account Search... 5 Master Files... 6 Account Master... 6 Account

More information

Get Ready for Payroll Year End April 2008

Get Ready for Payroll Year End April 2008 Get Ready for Payroll Year End April 2008 Tips for a successful year end Remember: All users who file online must be registered with HMRC via their Online services Web site. After you register with HMRC

More information

Questions and Answers, PTIN - 11/23/2010

Questions and Answers, PTIN - 11/23/2010 Questions and Answers, PTIN - 11/23/2010 Tips for Using the Online PTIN System Remember your user ID and password - write it down somewhere - you cannot get back into your account without your user name

More information

Registering a Deal and Requesting Waivers

Registering a Deal and Requesting Waivers Registering a Deal and Requesting Waivers May 2010 2010 Fannie Mae 1 Welcome to Registering a Deal and Requesting Waivers, part of a six-module course on the processes and applications you use in completing

More information

UNITED STATES TRANSPORTATION COMMAND (USTRANSCOM)

UNITED STATES TRANSPORTATION COMMAND (USTRANSCOM) UNITED STATES TRANSPORTATION COMMAND (USTRANSCOM) PROGRAM EXECUTIVE OFFICE -TRANSCOM (PEO-T) DEFENSE PERSONAL PROPERTY SYSTEM (DPS) CLAIMS MANAGEMENT USER GUIDE FOR DOD CUSTOMERS Version 10 Program Manager:

More information

Accounts Receivables Accruals

Accounts Receivables Accruals Accounts Receivables Accruals For FY16 June 16, 2016 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in

More information

ANNUAL PAYROLL RECONCILIATION

ANNUAL PAYROLL RECONCILIATION cantonincometax.com ANNUAL PAYROLL RECONCILIATION EMPLOYER I.D. NO. 2018 City City of of Canton, Canton, Income Income Tax Tax Department Department P.O. BOX 9940 424 MARKET N., CANTON, OHIO 44711 PHONE

More information

Credit Bureau Services, LLC Client Reference Manual

Credit Bureau Services, LLC Client Reference Manual Credit Bureau Services, LLC Client Reference Manual Doing work that matters, For our clients, for our consumers, For our community TABLE OF CONTENTS CHAPTER 1: INTRO... 1-3 TABLE OF CONTENTS... 1 WELCOME

More information

Chapter 17. Investment Reports

Chapter 17. Investment Reports Chapter 17 Investment Reports This Page Left Blank Intentionally CTAS User Manual 17-1 Investment Reports: Introduction There are six reports that you can create and print from the Investment Reports section.

More information

OregonSaves Employer Handbook

OregonSaves Employer Handbook OregonSaves Employer Handbook A Guide to Your Role and Responsibilities October 2017 OregonSaves is overseen by the Oregon Retirement Savings Board. Ascensus College Savings Recordkeeping Services, LLC

More information

A16 Documenting CECAS PRC 29 Request & Baseline SIF Data Training Script ( ) 1

A16 Documenting CECAS PRC 29 Request & Baseline SIF Data Training Script ( ) 1 A16 Documenting CECAS PRC 29 Request & Baseline SIF Data Training Script (04.17.14) 1 Welcome 9:00 9:05 1:00 1:05 Hello and welcome to the Documenting CECAS PRC 29 Request and Baseline SIF Data training

More information

PriceMyLoan.com Lender AE Guide. Revision 0707

PriceMyLoan.com Lender AE Guide. Revision 0707 PriceMyLoan.com Revision 0707 PriceMyLoan INTRODUCTION... 3 CUSTOMER SUPPORT... 3 VIEWING LOAN SUBMISSIONS... 4 AUTOMATIC EMAIL NOTIFICATIONS... 5 PRICING ENGINE COMMON SCENARIOS... 6 Running the LPE on

More information

Chapter 18. Indebtedness

Chapter 18. Indebtedness Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal

More information

Fiscal Software User s Guide, BSA April Chapter 6 - Project Maintenance

Fiscal Software User s Guide, BSA April Chapter 6 - Project Maintenance Chapter 6 - Project Maintenance This Section Includes: 6.1 Project Definition and Use 6.2 Adding Projects 6.3 Managing Deferred Projects 6.3.1 Allocations 6.3.1.1 Monthly Allocation of Deferred Values

More information

Set Up and Generate Payroll Direct Deposits (Canada)

Set Up and Generate Payroll Direct Deposits (Canada) Set Up and Generate Payroll Direct Deposits (Canada) Direct deposits in Sage 300 CRE is a process by which you generate a text file to electronically submit to your bank(s) as well as print notifications

More information

Web Incentive Processing System User Guide. For Participating Independent Contractors (PICs)

Web Incentive Processing System User Guide. For Participating Independent Contractors (PICs) Web Incentive Processing System User Guide For Participating Independent Contractors (PICs) Revised: January 2017 2 W e b I n c e n t i v e P r o c e s s i n g S y s t e m U s e r G u i d e P a r t i c

More information

Claims. Chapter 11. Adding a Claim. HOW to Add a Claim. Nexsure Training Manual - CRM. In This Chapter

Claims. Chapter 11. Adding a Claim. HOW to Add a Claim. Nexsure Training Manual - CRM. In This Chapter Nexsure Training Manual - CRM Claims In This Chapter Adding a Claim Populating the Claim form Tracking the Claim Delivering the Claim form Closing and Reopening the Claim Adding a Claim When a claim is

More information

Employee Enrollment User Guide

Employee Enrollment User Guide Employee Enrollment User Guide Welcome to Online Enrollment! In this guide, you will find information and step-by-step instructions on how to enroll in your benefits. Table of Contents Before you get started:

More information

2016 Federal & State Amend Instructions for the TurboTax Online product:

2016 Federal & State Amend Instructions for the TurboTax Online product: 2016 Federal & State Amend Instructions for the TurboTax Online product: 1) To open your 2016 return, go to https://turbotax.intuit.com and sign in. 2) On the Sign In screen, enter your User ID and Password

More information

Alberta Superintendent of Pensions Issued January 2011 / Revised September 2014 Online Filing System User Manual

Alberta Superintendent of Pensions Issued January 2011 / Revised September 2014 Online Filing System User Manual Alberta Superintendent of Pensions Issued January 2011 / Revised September 2014 Online Filing System User Manual The Pensions Online Filing System is the secure website for plans registered in Alberta

More information

Subrogation/Salvage Reference Manual

Subrogation/Salvage Reference Manual Citizens Property Insurance Corp. This page intentionally left blank. Citizens Property Insurance Corp Page 2 Table of Contents In this reference manual This reference manuals contains the following topics:

More information

Enterprise Reporting User Guide For Budget Requests Prepared 1/23/17

Enterprise Reporting User Guide For Budget Requests Prepared 1/23/17 The Southern Baptist Theological Seminary Enterprise Reporting User Guide For 2017-18 Budget Requests Prepared 1/23/17 Table of Contents Page # 2017-18 Budget Memo Welcome to Enterprise Reporting.. 3 Before

More information

Federal 1040 Amend Instructions:

Federal 1040 Amend Instructions: Federal 1040 Amend Instructions: If you used TurboTax Online to prepare and file your original return, follow these steps. If you used TurboTax Desktop, skip down to Desktop Customer Start Here! 1. Save

More information

Financial Disclosure Management Release Notes

Financial Disclosure Management Release Notes Financial Disclosure Management 7.0.2.2 Release Notes Publication 1.0 September 24, 2015 1 Introduction The changes to the Financial Disclosure Management (FDM) application described herein were deployed

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome

More information

Amended Returns. TaxSlayer Navigation: 2017 Amended Return

Amended Returns. TaxSlayer Navigation: 2017 Amended Return Tab M Cautions: Amended Returns TaxSlayer Navigation: 2017 Amended Return (1) Protecting Americans from Tax Hikes (PATH) Act of 2015 prevents taxpayers using newly issued ID numbers to retroactively claim

More information

Unit 3: Managing Lending ILL Requests

Unit 3: Managing Lending ILL Requests LINCC Interlibrary Loan Unit 3 Unit 3: Managing Lending ILL Requests The Lending tab of the ILL module allows ILL staff users to manage incoming ILL requests sent by another college. Lending activity includes

More information

SOARFIN Training Manual Procurement Card Cardholder, Reconciler

SOARFIN Training Manual Procurement Card Cardholder, Reconciler SOARFIN Training Manual Procurement Card Cardholder, Reconciler Document filename SOARFIN Training Manual Procurement Card Cardholder Reconciler.docx Document Version 1.05 Last Modified 6 20 2018 Overview

More information

Wells Fargo Payment Manager for Eclipse. Release 9.0.3

Wells Fargo Payment Manager for Eclipse. Release 9.0.3 Wells Fargo Payment Manager for Eclipse Release 9.0.3 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the

More information

Welcome to Tax Filing Information for International Students and Scholars

Welcome to Tax Filing Information for International Students and Scholars Welcome to Tax Filing Information for International Students and Scholars Presented by Office of International Student & Scholar Services Florida Institute of Technology DISCLAIMER ISSS staff are not licensed

More information