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- 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.
- Ensure Federal ID Number is correct.
- Review Company information and make sure it is correct.
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.
- Ensure that State is selected and the State's Tax ID is correct.
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- Open Setup tab of Employee Record window.
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.
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.
- 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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| Info |
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Note: The 'Exclude from W-2' can be thought of as excluding this item from Box 1 on the W-2. |
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Ensuring that the checkboxes under Status are checked is criticalcritical. If these checkboxes are not checked, then the Housing Allowance will be included in Box 1 of the W-2 and not Box 14 which will overstate your income in Box 1. |
Begin the W-2 Process
With the above items complete, we are ready to begin the processing of this year's W-2's.
Reports → Payroll Reports → Payroll Tax Forms
- Select 'the past year'2020 s W-2/W-3.'
- Enter '2020the past year' in the Year field.
Withholding Clarification window
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