Page History

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• Payroll Payer Records
• Deduction Setup
• Employee Records Setup and Housing Allowance pay item

Review Payer Records

Doc pathPathProgram > Payroll > Payer Program → Payroll → Payer Records

1. Click All in the lefthand sidebar to see all of the created payer records. Select the record used to create the 2020 this past year's payroll.
2. Ensure Federal ID Number is correct.
3. Review Company information and make sure it is correct. 

4. Review Contact information and ensure that it is correct. 

   Warning
   This information can be updated in the Aatrix Form Viewer, however, this does not update the information in CDM+.

   Note
   Also, ensure that the proper 941 Depository Frequency is select. If you file a Schedule B form, then select 'Semi-weekly.' In our example, the church does not file a schedule B so 'Monthly' is selected.

5. Ensure that State is selected and the State's Tax ID is correct.

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Example: 403-B Deductions to be printed on W-2's

Doc pathPathProgram > Payroll > Program → Payroll → Deduction Setup Records

1. Click All in the lefthand sidebar to see all of the created deductions. 
2. Select the 403-B Contribution record in the Results List.

3. Ensure the W-2 Form field is set to 'W2 Box 12 - Code E.'
   
   

   Tip
   You could also perform a simple search to find a specific deduction, by clicking on the Find option in the lefthand sidebar.

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1. Select the local tax deduction in the Results List. In our case, it will be the the local tax is named Clark County Tax.
2. Ensure the Tax Form field is set to 'Local Withholding.'
3. Ensure the correct local tax account number is enteredcorrect.
4. Ensure the correct Local Type is selected.

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Review Employee Record Setup

Doc pathPathProgram > Payroll > Program → Payroll → Employee Records

1. Open Setup tab of Employee Record window.

2. Review the information under the W-2 section of the Employee Records Setup tab. For example, if an employee is contributing to a retirement plan, then the checkbox 'Retirement Plan' must be checked. In addition, if the employee has elected to only receive their W-2's electronically, then the checkbox labeled 'Electronic W2 Only' must be checked.
   
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   Info
   The Electronic W2 Only option requires that you have signed authorization forms for each employee electing to receive electronic W-2's only. Note: NO paper W-2's are generated when this is selected.

3. Now, let's look at the Housing Allowance Pay Item. Click on the Pay Items tab.
   

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Review Employee Record Housing Allowance Pay Item W-2 Field Setup

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Begin the W-2 Process

With the above items complete, we are ready to begin the processing of this year's W-2's.doc-path

PathReports > → Payroll Reports > → Payroll Tax Forms

1. Select '2020 the past year's W-2/W-3.'
2. Enter '2020the past year' in the Year field.

Withholding Clarification window

Upon clicking to open the W-2/W-3 forms, a dialog opens wanting you to tell the Aatrix Forms Viewer whether you implemented the Payroll Tax Deferment Program in 2020. You must click the appropriate selection. 

In our example, we did not implement the Payroll Tax Deferment program, so we click No.