Table of Contents

How Do I ... ?

Greg Hatfield Updated by Greg Hatfield

General

Customize, sort, or filter Client List

Delete Employees/Recipients

Duplicate a Client

Find a Client

Find Clients with saved data for module

Find Employees/Recipients

Find a Module

Client List Options

Delete Employees/Recipients

Copy Current Client

Find Client

Find Client

Find Employees/Recipients

Utilities menu (hotkey SHIFT+F3)

Payroll Topics

Specialty Income or Deduction Items

Auto - Personal Use

S Corp Paid Medical Insurance

Health Savings Account (HSA)

Cost of Employer Sponsored Health Coverage

Garnishments

Auto - Personal Use

S Corp Paid Medical Ins.

Health Savings Account (HSA)

Cost of Employer Sponsored Health Coverage

Garnishments

Paycheck Adjustments

Adjust for an employee that is subject to FUTA for only part of the year

Adjust for an employee that is subject to State UI for only part of the year

Gross up an employee's check for employer paid FICA taxes

Gross up an employee's check for employer paid FICA and CA SDI taxes

Gross up an employee's check to achieve a given net pay

Add FUTA Only Adjustment ..........................

Add State UI Adjustment ...........................

Gross-up for Employer Paid FICA

Gross-up for Employer Paid FICA and CA SDI

Gross-up for All Taxes and Deductions

Correcting Payroll Issues

Detect potential payroll problems

Recalculate checks for employer

Delete a group of checks for an employer

Correct data entered in the wrong payroll item

Payroll Diagnostics

Paycheck Utilities - Recalculate

Paycheck Utilities - Delete

Paycheck Utilities - Delete or Move Data

General Payroll Issues

E-filing Employment Tax Returns

CA DE 9/DE 9C bulk file uploads

Online Filing Support for State Unemployment Insurance Returns

Upload files for other state forms

E-filing Employment Tax Returns

EDD e-Services File Attachment

Online Filing Support

See each individual state form module or bulk file module directly below it in the Module Library

Live Payroll Issues

Set up an existing employer for Live Payroll

Set up and track Sick Leave or Vacation

Set up an existing employer for Worker's Compensation Reports

Lock or Unlock checks

Print paychecks

Direct Deposit

Live Payroll Setup

Vacation/Sick Leave

Workers' Comp Setup

Paycheck Utilities - Lock/Unlock

Print Checks (or stubs)

Direct Deposit

Data Transfer Issues

Export payroll data to a comma delimited (CSV) file

Import a comma delimited (CSV) file

Import data from Quickbooks

Copy an employee and paychecks to another employer

Move an employee and paychecks to another employer

Duplicate a Client

Paycheck Utilities - Export to comma delimited (CSV) file

Import Comma Delimited File

Import QuickBooks

Copy Employee/Recipient to Another Client

Move Employee/Recipient to Another Client

Copy Current Client

Preferences and Options

Sort employees by name or SSN

Set and Hide inactive employees

Set form display options and data paths

Set Payroll grid display options

Customize a payroll journal report

Customize Employer/Payer reports

Employee/Recipient Options

Employee/Recipient Options

Configuration Options

Entering Payroll Data and Payroll Items

Custom Payroll Journal

Custom Employer/Payee Reports

W-2/1099 Topics

Verify Employee SSNs prior to filing

Verify 1099 TINs prior to filing

Create W-2s from payroll data

Create W-2s manually

Create W-3 and reconcile with Forms 941

Create 1099-NEC or MISC

Import a comma delimited (CSV) file

Export Information Returns to comma delimited (CSV) file

How many red and blank forms to order

Align red forms when printing

Add special income/deduction items to the W-2 (S Corp Med, Auto Use, etc.)

E-file Forms W-2 and 1099

SSA SSN Verification File

IRS TIN Matching File

Transfer Payroll Data to W-2

Form W-2 and W-3

Form W-2 and W-3

Transfer Vendor Payments

Import Comma Delimited File

Export Information Returns to CSV File

CFS Form Order Sheet

Printing Information Returns

See Specialty Income or Deduction Items above

E-file W-2 and/or 1099

How did we do?

Hourly rate is updated but Payroll System is still calculating at old rate

How do I fix a duplicate reporting?

Contact