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 one used to create your 2020 this past year's payroll.
2. Ensure the 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. This can also be updated in Aatrix Forms Viewer, but it will not be updated in CDM+.

   
   

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

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

5. Ensure a 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

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Program > → Payroll > → Deduction Setup Records

Select the 403-B deduction in the Results list.

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Review Employee Record Setup

Doc pathPathProgram > Payroll > Program → Payroll → Employee Records

1. Select an employee to review.
2. Select the Setup tab.

3. 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 labeled 'Retirement Plan' must be checked. Also, if there are employees who have elected to receive electronic W-2's, then the checkbox labeled 'Electronic W2 Only' must be checked. 
   
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   Note
   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.

4. 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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1. Ensure all Tax Items are set to 'Exempt' and all of the checkboxes for 'Exclude from W-2' under Status are checked. 
   
   

   Note
   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 reviewed, we are ready to begin the processing of this year's W-2's. Doc pathPath

Reports > → 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.