Post on 16-Mar-2020
USER GUIDE
Payroll
Church Accounting
2
ConnectNow Church Accounting: Payroll User Guide
Pub 117, June 2017
3767 Ranchero Drive
Suite 100
Ann Arbor, MI 48108-2830
Web: www.parishsoft.com
Email: info@parishsoft.com
support@parishsoft.com
Phone: (734) 205-1000 main
(866) 930-4774 support
Fax: (734) 205-1011
© 2011-2017 ParishSOFT LLC, all rights reserved.
ParishSOFT grants licensed users the right to unlimited duplication of this publication
for internal use.
PUB117—2017—June
ConnectNow Church Accounting: Payroll User Guide
CONTENTS
Introduction ......................................................................................................... 7 Introduction to ConnectNow Payroll ............................................................................................ 8
Reporting ................................................................................................................................ 8 Hosting .................................................................................................................................... 8 Data Conversions ................................................................................................................... 8 Functionality and Privileges .................................................................................................... 8 System Requirements ............................................................................................................. 9 Automatic Logoff of Inactive User Sessions .......................................................................... 9 User Checklist ......................................................................................................................... 9 About This Manual .................................................................................................................. 9 Training ................................................................................................................................... 9 Support.................................................................................................................................. 10
Open Your Secure Payroll Website .......................................................................................... 11 Log In .................................................................................................................................... 11 Log Out ................................................................................................................................. 11 Change Your Password ........................................................................................................ 12
Navigation ................................................................................................................................. 13
Basic Setup ....................................................................................................... 15 Complete Initial Payroll Setup ................................................................................................... 16 Enter Employer Information ...................................................................................................... 17
Field Descriptions for the Employer Information Screen ...................................................... 18 General Information .......................................................................................................... 18 Tax IDs ............................................................................................................................. 18 ACH Info ........................................................................................................................... 18 Contact Info ...................................................................................................................... 18
Set Up Pay Groups ................................................................................................................... 19 Recommendations for Pay Groups .................................................................................. 19
Field Descriptions for the Pay Group Information Screen .................................................... 20 Manage Pay Groups ......................................................................................................... 20 Edit a Pay Group .............................................................................................................. 20 Delete a Pay Group .......................................................................................................... 20
Enter Pay Items ......................................................................................................................... 21 Field Descriptions for the Pay Item Information Screen ....................................................... 21 Manage Pay Items ................................................................................................................ 22
Edit a Pay Item ................................................................................................................. 22 Delete a Pay Item ............................................................................................................. 22
Manage Deductions and Benefits ............................................................................................. 23 Field Descriptions for the Deduction/Benefit Screen ............................................................ 24 Manage Deductions and Benefits ......................................................................................... 25
Edit a Deduction or Benefit ............................................................................................... 25 Delete a Deduction or Benefit ........................................................................................... 25
Enter Account Distributions ....................................................................................................... 26 Copy Account Distributions ................................................................................................... 27 Edit Account Distributions ..................................................................................................... 28
Set Up Payroll Check Layout .................................................................................................... 29 Pop-Up Blocker ..................................................................................................................... 31
Employee Entry ................................................................................................. 33 Enter Employee Information ...................................................................................................... 34
4 Employee General Tab ......................................................................................................... 34 Employment/Custom Tab ..................................................................................................... 35 Tax Data Tab ........................................................................................................................ 36 Pay Data Tab ........................................................................................................................ 39
Multi-Account Distribution for Pay Data ............................................................................ 41 Delete a Pay Data Line Item ............................................................................................. 41 Add More Pay Data Lines to Form ................................................................................... 41 Delete a Deduction/Benefit Line Item ............................................................................... 42 Add a Deduction/Benefit Line Item ................................................................................... 42 Add a Health Care Benefit ................................................................................................ 43
Accums Tab .......................................................................................................................... 45 Personal Tab ......................................................................................................................... 46
If Employee earns Personal Time each Pay Period ......................................................... 46 If Employee earns Personal Time as a Lump Sum amount at the beginning of the year 47
Direct Deposit Tab ................................................................................................................ 48 Add a Direct Deposit Line Item ......................................................................................... 49 Add More Lines ................................................................................................................ 49 Delete a Direct Deposit Line Item ..................................................................................... 49
Paychecks Tab ..................................................................................................................... 50
Process Payroll ................................................................................................. 51 Process Payroll ......................................................................................................................... 52
Payroll Overview ................................................................................................................... 52 Payroll Progress Indicator ..................................................................................................... 52 Editing an Existing Payroll .................................................................................................... 52
Step #1 Setup Payroll................................................................................................................ 53 Requirement for Closed Payroll ............................................................................................ 53
Step #2 Select Employees ........................................................................................................ 54 Step #3 Edit Timecards ............................................................................................................. 55
Reset a Timecard .................................................................................................................. 56 Delete Pay Items from a Timecard ....................................................................................... 56 Delete a Timecard ................................................................................................................. 56
Step #4 Calculate ...................................................................................................................... 57 Fixing Errors .......................................................................................................................... 57 Recalculate Select Employees ............................................................................................. 57 Calculation Options for Bonus Checks ................................................................................. 58
Step #5 Review ......................................................................................................................... 59 Step #6 Edit Paychecks ............................................................................................................ 60
Edit a Benefit or Deduction Item ........................................................................................... 60 Calculate Overrides Edit Paychecks ..................................................................................... 60 Edit Wages ............................................................................................................................ 60 Delete a Paycheck ................................................................................................................ 61 Void a Paycheck ................................................................................................................... 61
Step #7 Print Checks................................................................................................................. 62 Manage Check Numbers ...................................................................................................... 64
Step #8 ACH File ....................................................................................................................... 65 Print ACH Receipts ............................................................................................................... 67
Step #9 Close Payroll ................................................................................................................ 68
Optional Setup .................................................................................................. 69 Start-Up Employee Totals ......................................................................................................... 70
Enter Start-Up Employee Gross Wages ............................................................................... 71 Enter Start-Up Deductions/Benefits ...................................................................................... 72
Job Category ............................................................................................................................. 73 Personal Time ........................................................................................................................... 74
ConnectNow Church Accounting: Payroll User Guide
Setup Personal Time ............................................................................................................ 74 Record Personal Time .......................................................................................................... 74
If Employee earns Personal Time each Pay Period ......................................................... 75 If Employee earns Personal Time as a Lump Sum amount at the beginning of the year 76 Delete a Personal Time Line Item .................................................................................... 76 Record Personal Time ...................................................................................................... 76
End-of-Year Personal Time Processing ............................................................................... 77 PreNote Employees .................................................................................................................. 79 Local Tax Setup ......................................................................................................................... 80
End of Year Reporting ...................................................................................... 81 W-2/W-3 .................................................................................................................................... 82
Employer – ParishSOFT Responsibilities ............................................................................. 82 W-2 Setup ............................................................................................................................. 83
Box 10 Dependent Care ................................................................................................... 84 Box 11 Non-Qualified Plans ............................................................................................. 84 Box 12 403(b), Taxable Life Insurance, or other codes ................................................... 85 Box 14 Allowances ........................................................................................................... 86
Reprocess/Edit Employee’s W-2 Information ....................................................................... 87 W-2 Boxes – where is the information located in ConnectNow Payroll? ......................... 88 W-2 Boxes – where is the information located in ConnectNow Payroll? ......................... 88
Print W-2 Review .................................................................................................................. 90 Print W-2’s/W-3’s .................................................................................................................. 91 W-2/W-3 Examples ............................................................................................................... 92
W-2 Copy A, 2-Up Blank Paper (Employer’s Social Security Administration Copy) ........ 92 W-2 Copy D, 2-Up Blank Paper (Employer’s Copy) ......................................................... 93 W-2 Copy 1, 2-Up Blank Paper (Employer’s State, City, Local Copy) ............................. 94 W-2 Employee Copies B&C, 4-Up Blank Paper (Employee’s Copy) ............................... 95 W-3 Blank Paper .............................................................................................................. 97 W-3 Preprinted (Printed on preprinted forms found at www.ParishSoftForms.com) ....... 98
W-2 Electronic Filing ............................................................................................................. 99
Reports ............................................................................................................ 103 Reports .................................................................................................................................... 104
Paycycle .............................................................................................................................. 104 Employee ............................................................................................................................ 104 End of Period ...................................................................................................................... 104 Federal ................................................................................................................................ 105 State and Local ................................................................................................................... 105 Report Options .................................................................................................................... 106
Date Selections .............................................................................................................. 106 Paygroup Selections ....................................................................................................... 106 Employee Selections ...................................................................................................... 106 Tax Statement Type Options .......................................................................................... 107 Sort Options .................................................................................................................... 107 Report Format................................................................................................................. 107 Report Sub-Title ............................................................................................................. 107
Memorized Report Groups ...................................................................................................... 108 Memorize a Report Group .................................................................................................. 109 Print a Memorized Report Group ........................................................................................ 110
Exporting Reports .................................................................................................................... 111 Print 941 .................................................................................................................................. 112
Set Employer Information ................................................................................................... 112 Print 941 .............................................................................................................................. 112
6
Administrator Tasks ....................................................................................... 113 Manage Users ......................................................................................................................... 114
Reset a User’s Password .................................................................................................... 115 Deactivate a User Account ................................................................................................. 115
Permissions ............................................................................................................................. 116 Audit ........................................................................................................................................ 117
Index ................................................................................................................ 119
7
INTRODUCTION
8
Introduction to
ConnectNow Payroll
ParishSOFT’s ConnectNow Payroll brings
you a powerful, fully featured payroll system
with the freedom of anytime, anywhere
access—all delivered in an
easy-to-use interface.
An online application, Payroll is designed
especially for churches and schools, so
staff—even the non-experts—can manage
payroll, deductions, benefits, special clergy
allowances, and personal time
with confidence.
Fully integrated with our ConnectNow
Ledger and Payables program, all Payroll
processing is automatically tracked in your
general ledger, so there’s no need for
duplicate data entry or special imports. And
because Payroll is Web-based, ParishSOFT
maintains current state and federal tax
tables for you, so you can rest assured that
your Payroll system will always be updated
with the most current rates.
The ConnectNow family of Church
Accounting modules includes: Ledger and
Payables, Payroll, Accounts Receivable,
Fixed Assets, and Ledger Report Writer.
Purchase Orders is coming soon.
Reporting
Payroll offers full reporting on historical
data for all prior years, so you can quickly
access the records you need at any time. You
can even work in next year’s file without
having to close the prior year.
Hosting
ConnectNow Church Accounting programs
and databases are hosted by ParishSOFT, so
you’ll never need to update your software.
ParishSOFT automatically updates your
system; backs up your data; and provides
Web-based access, advanced encryption,
and a state-of-the-art data center that
ensures your records are safe and secure but
always available to your authorized users.
Data Conversions
Most churches that use ConnectNow Church
Accounting choose to have ParishSOFT
convert their old accounting data so that
they can get started right away without
rekeying any old records. If your church still
needs data conversion, please contact our
team of experts at support@parishsoft.com
or 866-930-4774 x2. We offer data
conversion services for the following
accounting programs: Quickbooks, PDS,
CMS, and Logos Accounting.
Functionality and Privileges
Because this guide covers functionality for
both standalone church accounting systems
and those hosted by parent organizations,
some of the options illustrated may not be
available to you. Login-based system
privilege settings may also render certain
functions unavailable to your user account.
The Payroll system provides two different
system privilege levels: Church
Administrator and Church User.
Only users with the Church Administrator
privilege can do the following:
View options in the Church
Manager tab—this tab is hidden to
Church Users
Manage Payroll system
user accounts.
Create a payroll with a date that is
prior to the current
accounting month.
INTRODUCTION 9
ConnectNow Church Accounting: Payroll User Guide
Administrators may grant staff with the
Church User permission level access to all
other functionality in the Payroll system.
For more information, see Manage Users of
the Payroll System, page 114, and
Permissions, page 116. If you find that some
of the functionality illustrated in this guide
or otherwise available in the system is not
available to you, please contact your
organization’s ConnectNow Church
Accounting administrator to discuss your
system privileges.
System Requirements
Internet Connection
Firefox 20 or above for Mac/PC
users, Safari 6 or above for Mac
users, or Internet Explorer 8 or
above for PC users
Acrobat Reader X or above
Cookies and Java Script must be
enabled on your PC
Pop-ups must be allowed for the
ConnectNow Church
Accounting site
Automatic Logoff of Inactive
User Sessions For security purposes, a user’s session logs off after 45 minutes of inactivity. The system defines an inactive user as one who has not performed any of the following actions during the 45-minute time period:
Submitted or saved a transaction
Added additional transaction items
Selected transactions in Bank Reconciliation or Credit Card Reconciliation
Refreshed the page
Navigated to another page or report in the application
If the user is in the middle of entering a transaction, the user’s session does not log off. After the user submits or saves the transaction, or after the user refreshes or leaves the page, the user’s session then logs off.
After a user is logged off, the system displays the following message: Logged off due
to inactivity. To log in again, the user must re-enter his or her login credentials.
User Checklist
Before you can log in to your secure Payroll
website, the ConnectNow Ledger and
Payables system must be set up and
functional. In addition, you will need the
following to set up payroll or to access your
payroll records:
Your church’s secure web address
A valid login (i.e., Username and
Password)
About This Manual
This guide documents the features and
functionality of the Payroll application using
simple, task-based examples to illustrate
how to use the tools to manage efficiently
your employee records, pay groups,
fund/department allocations, deductions,
special clergy benefits, check layout and
printing, and more.
The Payroll system provides informative
messages and “mouseover” tips (i.e., tips
that display after you position your mouse
pointer over a particular field or other
screen area) based on your user activity.
The examples shown in this document use
demonstration data and do not represent the
actual records of any person or organization.
Training
ParishSOFT also offers classes in two
convenient formats: teletraining or in-
person. Each class is taught by an
experienced ParishSOFT instructor and
conducted in a hands-on format that is
designed to help you get comfortable with
the Ledger and Payables software quickly.
10
Support
Convenient support links, located on your
main Payroll “dashboard,” make it easy to
contact support, open the user guide or
online help tools, or review release notes.
For customer support, please contact us via
phone or email, or use our online tools.
Toll Free: 866-930-4774
Email: support@parishsoft.com
Web: www.parishsoft.com
INTRODUCTION 11
ConnectNow Church Accounting: Payroll User Guide
Open Your Secure Payroll
Website
Your ConnectNow Ledger and Payables
application is available from any web
browser to users with valid login credentials.
Complete the following steps to access
the application:
1. Open your web browser application
(e.g., Microsoft Internet Explorer,
Mozilla Firefox, etc.).
2. Enter your secure Ledger and
Payables http address in your
browser’s address line.
(Example – Your Site May Vary)
3. Add the website to your list of
frequently visited sites. Firefox users
can click Bookmarks >
Bookmark this Page; Internet
Explorer users can click Favorites
> Add to Favorites.
Log In
Enter the login credentials (Username and
Password) provided by your organization’s
ConnectNow Accounting Church
Administrator, and click the
Submit button.
Log Out
To protect your sensitive employee and
payroll records, log out of the Payroll
website after you are finished working in
the system or if you need to leave your
computer unattended.
The Logout button is located in the upper-
right corner of your Ledger and Payables
browser window. Simply click it to sign out
of the system.
NOTE: If the system detects no
activity for 45 minutes, you will
be logged out automatically. See
“Automatic Logoff of Inactive
User Sessions” on page 9 for
more details.
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Change Your Password
You can change your own password by
accessing your personal user profile.
1. Click your user name in the upper-
right corner of your screen. Your
personal user profile opens.
2. Enter your Current Password,
New Password, Confirm the
New Password.
3. Click Change Password
and Submit.
Your password is now changed.
INTRODUCTION 13
ConnectNow Church Accounting: Payroll User Guide
Navigation
A valid login takes you to the ConnectNow
Church Accounting page. Payroll setup and
processing functions are available from the
Payroll tab. Additional tabs for other
ConnectNow Church Accounting products
may also be available to you depending on
which modules your church has licensed and
the system privileges allowed for your login.
The upper right of the screen shows your
login information, parent organization, and
church name.
Navigation icons for Payroll Process,
Employees, Setup, and Reports are
available on the upper-left side of the screen
and provide fast, easy access for staff who
manage your payroll.
Below the icons is the current “dashboard”
view of your payroll. The upper-left side of
the dashboard shows real-time summary
data from your last payroll, account details
for your current payroll, and tax form
reminders. The dashboard also links you to
the Next Step needed for your current pay
cycle processing. The graph in the lower-left
shows the last 12 months of gross wages.
Your complete list of Employees displays
on the right. Employee names and email
addresses are linked, so you can make fast
updates to employee information or send a
quick email.
Click with your mouse to navigate to any
area of the Payroll program.
14
{Intentionally Blank}
15
BASIC SETUP
16
Complete Initial Payroll
Setup
The process in the flowchart on this page
illustrates the basic initial setup that new
users will need to complete before they
begin using the ConnectNow Payroll system.
Note that your ConnectNow Ledger and
Payables system must be set up prior to
processing payroll.
For instructions on completing each of the
setup items, please see the pages referenced
for each task in the following list.
1. Enter Employer Information, page 17.
2. Set Up Pay Groups, page 19.
3. Enter Pay Items, page 21.
4. Manage Deductions and
Benefits, page 23.
5. Enter Account Distributions, page 26.
6. Set Up Payroll Check Layout, page 29.
7. Enter Employee Information, page 31.
8. Prenote Employees for Direct
Deposit, page 79.
Instructions for Processing Payroll begin
on page 52.
Run Payroll Cycles
Select Employees, Edit
Timecards, Calculate,
Review/Edit, Print Checks,
Submit ACH File
Close Payroll
Reports
No
Begin Payroll Setup
Enter Employer Information
Manage Deductions/Benefits
Enter Pay Items
Is Ledger &
Payables Setup
Complete?
Set up ConnectNow Ledger
and Payables System
End Payroll Setup
Yes
Enter Account Distributions
Set Up Pay Groups
Set Up Payroll Check Layout
Prenote Employees
for Direct Deposit
Enter Employee Information
Process Payroll
BASIC SETUP 17
ConnectNow Church Accounting: Payroll User Guide
Enter Employer
Information
Use the Employer Information screen to set
up your general church information; your
federal, state and local tax IDs; and your
ACH (Automated Clearinghouse)
information for direct deposit processing.
1. Click the Setup button.
2. Click Employer Info.
3. Enter your church’s General
information, including the full name
of your church, address, and phone.
4. Enter the primary Payroll user’s
Contact information.
5. Enter the Tax ID numbers for
Federal, State, and Local
withholding. The system provides
four State and four Local tax
ID fields, along four state
unemployment wage max and four
state unemployment rate fields.
6. If paying your employees by Direct
Deposit, enter the ACH Information
required for processing your direct
deposits. Field descriptions are
provided on page 18.
7. Enter information to print on your
941 forms in the Additional 941
Information section.
8. Click Submit to save your entry
and proceed to Set Up Pay Groups,
page 19.
18
Field Descriptions for the
Employer Information Screen
General Information
Employer Name
Enter the name of the church or other
organization issuing payroll, up to 30
characters as it should appear on your
checks, 941 and W-2’s.
Address and Address 2
Enter the address of your organization as it
should appear on your checks, 941 and W-
2’s, up to 30 characters per address line.
City, State, ZIP Code, Phone
Enter the city (up to 30 characters), state,
ZIP Code, and phone number of the
organization. The address entered here will
display on your printed paychecks, 941 and
W-2’s —the phone number will not display
on checks.
Tax IDs
Federal Tax ID
Enter the Federal Tax ID number for
your organization.
State 1 – State 4
Enter the two digit state abbreviation and
state tax ID number for your organization.
If you pay employees who reside in multiple
states, enter up to four state abbreviations
and tax ID numbers.
Local 1 – Local 4
Enter the local tax abbreviation and local tax
ID number for your organization. If your
area has more than one local tax, enter up to
four local tax abbreviations and local tax
ID numbers.
ACH Info
The fields for ACH Information must be
completed in order to process direct
deposits. ACH files may be uploaded
directly to your Church’s bank or may be
provided to a third party ACH service.
ConnectNow Payroll can accommodate both
methods of Direct Deposit.
If you are unsure of the data you should
enter in these fields, contact your ACH
service provider for more information.
Immediate Destination
Nine-digit or ten-digit routing number of the
receiving point to which the file is being
sent. This is typically the applicable Federal
Reserve routing number.
Immediate Origin
Nine-digit or ten-digit routing number of the
sending point of the file. This is typically
your bank’s routing number.
Immediate Destination Name
Name of the receiving point for which the
file is destined. This is typically your
bank’s name.
Immediate Origin Name
Name of the sending point of the file. This is
typically your church’s name.
Originating DFI Identification
Eight-digit routing number to the
Department of Financial Institutions (DFI)
originating entries. This is typically your
bank’s routing number minus the last digit.
Account Number
Your church’s bank account number.
Batch Number
Assigned automatically and sequentially by
the system for each ACH file submission.
The number in this field indicates the total
number of batches assigned by the system.
Contact Info
Enter the Contact Name, Phone, Fax and
Email (required) for the primary Payroll
user in your Organization.
BASIC SETUP 19
ConnectNow Church Accounting: Payroll User Guide
Set Up Pay Groups Use the Pay Groups screen to define pay
periods for groups of employees paid at the
same frequency as specified in the Pay
Periods Per Year field.
You can set up pay groups to match
pay frequency (Monthly Salary, Monthly
Hourly, Semi-Monthly, Weekly, etc.), staff
title (Day Care, Pastor, Office Staff,
Teachers, etc.) or whatever else makes sense
for your organization. After you have Pay
Groups set up, you can process payroll by
Pay Group.
1. Click the Setup button and select
Pay Group.
2. Click New Pay Group (located above
and left of the Pay Group
Information fields).
3. Enter the Pay Group Number.
4. Enter the Description of the
Pay Group.
5. Enter the number of Pay Periods
Per Year.
6. Click Submit to save your entry.
You can now assign employees to the new
Pay Group from the Employee
Information > Pay Data screen.
Recommendations for Pay Groups
Use separate pay groups for employees paid
from different bank accounts.
If you process payroll for teachers who are
paid only for part of the year (e.g., Sept–
June), we recommend setting up a separate
pay group—then changing your payroll
processing during the summer break is as
easy as not selecting the “Teachers”
pay group.
ConnectNow Payroll uses the
Pay Periods Per Year field to
annualize the gross pay,
deductions and benefits for each
employee and use the Federal
and State Annual Tax tables to
determine applicable taxes; then
de-annualize the amounts for
the current payroll.
20
Field Descriptions for the Pay
Group Information Screen
Pay Group Number
Enter the unique ID number for your pay
group, up to 30 characters. The system sorts
your list of Pay Groups by ID number in the
Quick Find list. After you save your new Pay
Group, this field cannot be edited.
Description
Enter the unique description of your pay
group, up to 30 characters (e.g., Monthly
Salary, Monthly Hourly,
Semi-Monthly, Special).
Pay Periods Per Year
Enter the number of times payroll will be
processed for this pay group during a one-
year period.
Manage Pay Groups
Use the Quick Find to view the details of
any Pay Group in your system.
1. Click the Lookup button.
2. Select the Pay Group from the list.
3. Click Find Item.
Edit a Pay Group
The Pay Group Information displays. You
can edit the Description or Pay Periods
Per Year for any Pay Group in the system—
just make a change and click Submit. Note
the Pay Group Number cannot be changed.
Delete a Pay Group
Pay Groups that are not assigned to
employees can be deleted from the system.
If a user tries to delete a Pay Group that is in
use, the system displays an error message,
along with a list of the employees who
belong to the Pay Group. You can then
remove the employees and delete the
pay group.
To delete a Pay Group, view the details on
the Pay Group Information screen and click
the Delete button.
BASIC SETUP 21
ConnectNow Church Accounting: Payroll User Guide
Enter Pay Items
Use the Pay Item screen to define the things
that might be included in an employee’s pay
(e.g., salary, housing allowance, mileage,
and any reimbursements, etc.). The Pay
Item Description is printed on the
employee’s paycheck stub.
1. Click the Setup button and
click Pay Item.
2. Click New Pay Item (located above
and to the left of the Pay Item
Information fields).
3. Enter the item’s Description as you
would like it to appear on employee
paycheck stub.
4. Choose the Pay Item Type of Taxable,
Non-Taxable or Clergy.
Taxable Pay Item Types include lay
employee Salary items.
Non-Taxable Pay Item Types include
Allowances, Reimbursements,
Mileage, etc.
Clergy Pay Item Types accumulates
wages that are subject to Federal and
State income tax withholding. However,
because withholding for Social Security
and Medicare is typically not calculated
for employees in this group, you should
disable withholding for Social Security
and Medicare taxes.
5. Enter the Default Check
Sequence (required).
6. Choose the Default Gross Pay
Account (optional).
7. Click Submit to save.
Field Descriptions for the Pay Item
Information Screen
Description
Enter up to 30 characters in this field to
identify each unique Pay Item. The
Description is selectable from the employee’s
Pay Data screen, and it will print on
paychecks when selected as a line item for a
given employee.
Pay Item Type
Your selection of Taxable or Non-Taxable
determines whether the system calculates
taxes for a given Pay Item.
Default Check Sequence
The number in this field is used to control
whether Pay Items print on one check or on
separate paychecks. To print all Pay Items on a
single paycheck, always use a check sequence
of 1. When you wish to print Pay Items on
separate checks, enter a Check Sequence of 2
or more. This results in an additional paycheck
printing for the employee for the selected Pay
Item. For example, you may want to pay the
Pastor’s Salary on one paycheck but issue a
separate check for his Housing Allowance—to
accomplish this, just assign the “Housing
Allowance” Pay Item the Check Sequence 2.
Default Gross Pay Account
This selection determines the account to which
the Pay Item disbursement will be allocated in
your ConnectNow Ledger and Payables system
when you process payroll. This field is
optional. If you prefer to assign this directly
on the Employee’s Pay Data display, leave this
field blank.
22
Manage Pay Items
Use the Quick Find to view the details of
any Pay Item in your system.
1. Click the Lookup button or type
the first letter of the Pay
Item description.
2. Select the Pay Item from the list.
3. Click Find Item.
Edit a Pay Item
After you display the Pay Item Information,
you may edit any of the details—just make
the desired change and click Submit.
Delete a Pay Item
Pay Items that are not assigned to
employees can be deleted from the system. If
you try to delete a Pay Item that is assigned,
the system informs you that the item is in
use and cannot be deleted.
To delete a Pay Item, view the details on the
Pay Item Information screen and click the
Delete button.
BASIC SETUP 23
ConnectNow Church Accounting: Payroll User Guide
Manage Deductions and
Benefits
Use the Deductions/Benefits screen to
define any line item taken from an
employee’s pay (e.g., 403(b), Health
Insurance, Garnishment, etc.). You must
specify a liability and/or expense account
link for all gross pay accounts on the
Account Distribution screen to calculate
a payroll.
1. Click the Setup button and click
Deduction/Benefit List. Items with
Codes less than or equal to 10 are system-
defined deductions and benefits for
standard items.
2. To add a new item, click Add a New
Deduction/Benefit From Template,
and click the Select button to create a new
benefit or deduction based on an
existing template.
3. The system creates a copy of the item you
selected and assign it the next available Code
number. Scroll to the end of the list view to
locate the newly copied deduction or benefit
and click the Edit button to enter the item’s
details.
24
4. Change the Description fields as needed,
entering the text as you would like it to
display on employee paychecks.
5. Select either Deduction or Benefit as
the Type.
6. The Code Number is generated
sequentially and automatically by the
Payroll system.
7. Select a W2 Category for the item.
8. Check or uncheck the Subject to Tax
boxes as appropriate (see field
descriptions below for
more information).
9. Click Submit to save, and proceed to
page 26 to Enter Account Distributions.
Field Descriptions for the
Deduction/Benefit Screen
Description
Name of the deduction or benefit as it will
appear on employee paychecks and in your
Payroll system. The description must
be unique.
Type
Specify whether the item is a Deduction or
Benefit. Deductions are withheld from the
employee's check and accumulated in a
liability account for payment. Benefits are
calculated amounts the employer pays on
behalf of the employee for a service or tax
(e.g., insurance, Social Security). Benefit
amounts are accumulated in a liability
account for payment and are
automatically expensed.
Code Number
Assigned sequentially and automatically by
the Payroll system. You can edit this field to
assign another code number of 11
and higher.
W2 Category
Used for checking applicable boxes for Form
W-2 printing. Choices include Other,
Retirement, Tax Deferred, and Retirement
and Tax Def.
Subject to Tax
Check the boxes to determine how
deductions and benefits affect tax
calculations. When the checked taxes are
calculated, the taxable wage amount used
will be reduced by the amount of the
deduction. For benefits, the benefit amount
will be included in the taxable total.
BASIC SETUP 25
ConnectNow Church Accounting: Payroll User Guide
Manage Deductions and Benefits
To view the details of any deduction or
benefit, click the Edit button from the main
list view of Deductions/Benefits.
After you have the details view open, you can
use the Quick Find to view the details of
another deduction or benefit in your system.
1. Click the Lookup button or type the Code
Number of the deduction or benefit.
2. Select the deduction or benefit from the list.
3. Click Select.
Edit a Deduction or Benefit
After you have displayed the details of the
deduction or benefit, you may edit any of the
details—just make the desired change and
click Submit. Code Numbers 1-10 are
reserved by the system and cannot be edited.
Delete a Deduction or Benefit
A deduction or benefit that is not in use by
the system can be deleted from the system.
If you try to delete an item that is assigned,
the system informs you that the item is in
use and cannot be deleted.
To delete a deduction or benefit, view the
details on the Deductions/Benefits screen
and click the Delete button.
26
Enter Account
Distributions
Use the Account Distributions screen to
define liability and expense accounts
from the Ledger and Payables system that
will be updated with each payroll posting.
Liability accounts are credited (increased).
Expense accounts are debited (increased).
ConnectNow Payroll automatically takes the
monies withheld from the employee’s check
for all Deductions (e.g. Federal Tax, Health
Insurance, 403 (b), etc.) and store in the
Liability Accounts you select on this display.
The system also books the expense portion
of any Benefit (e.g. Social Security,
Medicare, 403(b),etc.) for you and store the
amounts in the Liability Accounts you select
on this display.
When it comes time to pay the bill for the
Deductions and Benefits, use the Liability
Accounts as the Bill Line Item which will
Debit (decrease) the Liability account.
Account Distributions are defined for each
gross pay account. Gross pay accounts are
normally salary expense accounts used to
pay an employee’s regular or allowance pay.
Examples include Pastor’s Salary, Youth
Director, or priest’s Housing Allowance.
1. Click the Setup button, and click
Account Distributions.
2. Locate the desired gross pay
expense account in the Quick Find
list and click Select Account.
3. For each deduction line item, click
the lookup arrow and select the
appropriate liability account.
4. For each benefit line item, click the
lookup arrow and select a liability
and an expense account.
5. Click the Submit button to save.
BASIC SETUP 27
ConnectNow Church Accounting: Payroll User Guide
Copy Account Distributions
To save time, you may copy an account
distribution from one gross pay expense
account to another. This is a convenient way
to set up account distributions for like gross
pay accounts, such as Parish Clergy Salaries
and Contracted Clergy. After you copy
account distributions, you may edit liability
and expense account settings for individual
line items as needed.
1. Locate and select the gross pay
account containing the distribution
settings you wish to copy using the
Quick Find.
2. Click the Select Account button.
The account distribution
settings display.
3. Click the Copy button,
located at the bottom of
the screen.
4. Select the account to which
you wish to copy the
selected distributions, and
click the Copy button.
The system returns you to
the previous screen
containing the “copy from”
settings. To view the settings
in the “copy to” account,
select that account using the
Quick Find.
NOTE: All Gross Pay Expense
Accounts must have all
Deductions and Benefits
distributed to the appropriate
Liability and Expense accounts;
including Clergy Salary expense
accounts. You are able to choose
which taxes are withheld on each
Employee’s Tax Data tab.
28
Edit Account Distributions
Account distributions may be edited to
change expense or liability account settings
as needed.
1. Locate and select the gross pay
account using the Quick Find.
2. Select the liability or expense
account setting you wish to change
and press your <Delete> key
to clear the field.
3. Click into the lookup table and
select the new liability or
expense account.
4. Click the Submit button
to save.
BASIC SETUP 29
Set Up Payroll Check
Layout
Use the Set Up Payroll Check Layout screen
to define the layout of your payroll checks
and specify precisely the position of data
that will be printed on your check.
The default settings for checks apply to
checks purchased through
www.ParishSoftForms.com. But you can
customize the check layout for your existing
check stock.
1. Click the Setup button, and
click Payroll Check Layout.
2. Select the Bank Account from which
your payroll checks are paid. Each
account may have a different
check layout.
3. Specify any Left/Right and Up/Down
position adjustments needed for
each check field by clicking the green
arrows. Adjustments are made in 1/100
inch increments to the following fields:
Check Date
Check Amount
Check Number
Check Amount (Words)
Check Payee
Check Memo
Payee Name/Address
NOTE: Adjustments are made in 1/100
of an inch increments. To move ¼ inch,
enter 25, to move ½ inch, enter 50, to
move 1 inch enter 100.
4. Under Payroll Check Page Layout
Options, select your Payroll Check
Format from the following
four options:
Check-Stub-Stub
Stub-Check-Stub
Check-Check-Check
30
5. For the option Print Check # On
Check, specify Yes or No.
NOTE: You must continue to purchase
pre-numbered checks. This option
prints the check number in small
characters near the pre-printed check
number and is for auditing purposes.
6. For the option Print Check Payee,
specify Yes or No.
If your Employee’s Name prints in an
additional line under “Pay to the order
of:”, select Yes on this option.
If the “Pay to the order of” is built into
the Employee’s Name and Address and
the employee’s name prints only once on
the check, select No on this option.
7. Under Overall Page Adjustments,
change the left and right Margins and
customize the Section Divider spacing
to change the spacing between check,
stub, or account number sections
as needed.
8. Click Save Settings. Then click Print
Test Check, print a sample check on
one of your test forms, and inspect the
positioning of all fields carefully. Make
and save any additional adjustments
needed prior to processing your
first payroll.
NOTE: You must click Save Settings
before clicking Print Test Check or
the system will revert back to your
previous settings.
9. Click Save.
The sample printed check layout below
shows the positioning of fields and sections
for a “check-stub-stub” layout.
TIP: If using the same check stock as Ledger
& Payables, and you’ve already completed
the check layout in Ledger & Payables, print
the Ledger & Payables Check Layout display
and simply insert the numbers used in the
previous layout.
BASIC SETUP 31
ConnectNow Church Accounting: Payroll User Guide
Pop-Up Blocker You may receive a notice that pop-ups are blocked for this site. You must always allow pop ups for this site to print checks. In Internet Explorer, right-click the yellow bar for more options. Then, choose this option: Always Allow Pop-ups from This Site.
In Firefox, click the Options button on the right. Then, choose this option:
Allow pop-ups for name of
diocese.connectnowaccounting.com.
32
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33
ConnectNow Church Accounting: Payroll User Guide
EMPLOYEE ENTRY
34
Enter Employee
Information Use the Employee Information screen to add new employee records to the Payroll system or to edit existing employee records. Independent contractors or others who receive a 1099-MISC form should be entered and paid as a vendor in the Ledger and Payables system. Employee information is organized on a series of nine tabs. The only required tabs to enter an employee are General, Tax Data and Pay Data. The remaining tabs are either optional or informational only.
Employee General Tab To add new employee records, complete the following steps.
1. Click the Employees button. A list of previously entered employees displays.
2. Click Add a New Employee.
Enter the employee’s General Information. All fields are limited to 30 characters unless otherwise noted.
First, Middle, and Last Name
(required) Enter the employee’s
full name as you would like it to
appear on paychecks in the
available fields. We recommend
you enter the employee name
exactly as it appears on his/her
Social Security card to keep
compliant with IRS
payroll requirements.
Suffix
Enter a name suffix or credential (e.g., Jr.,
PhD, Sr).
Address, Address 2, City, State, and
ZIP Code (or postal code)
Enter the employee’s complete address as it
should be printed on paychecks.
Gender
M for male or F for female. This field accepts
only one character.
Birthdate
Enter in mm/dd/yyyy format or select from
the calendar lookup table. The employee’s
age calculates based on the date in this field
and displays to the right of the birthdate.
Phone Number, Cell Phone and Email
Enter the contact information for
the employee.
Emergency Contact name and
Emergency Phone
Enter the emergency contact person’s name
and phone number. It’s helpful to note the
relationship of the person to the employee
either field (e.g., sister, spouse) so that in
the event of an emergency, your staff will be
better informed about whom they
are contacting.
EMPLOYEE ENTRY 35
ConnectNow Church Accounting: Payroll User Guide
3. Click Submit to save and activate the links
to the remaining employee information tabs.
Employment/Custom Tab
Click the Emp/Cust tab, check the Active
box (if applicable), complete the fields on
this screen as appropriate for the employee.
Employment & custom information includes
the employee's job title, employment date
and physical limits. Also on this dialog are
several custom fields you can use for
whatever purposes are most useful to you.
All fields are limited to 30 characters unless
otherwise noted.
Active
Employment status of the employee. Only
employees with a status of Active are
available for a given payroll process. Check
the box to set the employment status to
Active. Inactive employee data will show up
on Payroll reports for the period in which
they were paid.
Job Title
Enter the employee’s
title as it should
appear in your
Payroll system.
Job Category
Select the Job Categories
you’ve created from the
lookup table (see Job
Category on page 73).
Employment Date and
Employment Date 2
Enter the date using
MM/DD/YYYY format or
select a date from the
calendar lookup. Use the
Employment Date 2 field
when a previously
terminated employee begins working for
your organization again.
Termination Date and Termination
Date 2
Enter the date using MM/DD/YYYY format
or select a date from the calendar lookup.
Use the Termination Date 2 field when an
employee was terminated from a position
and has a start date in the Employment
Date 2 field.
Deceased
Check to indicate the employee is deceased.
This setting is provided for the purpose of
reflecting an employee’s Deceased status
properly on the W-2 form.
Retirement Number
If applicable, enter the employee’s
retirement number.
Last Physical
Enter the date of the employee’s last
physical examination.
Physical Limitations
If applicable, enter a description of the
employee’s physical limitations.
36
Custom Number 1–2
Two custom number fields can each store up
to a 30-character alphanumeric ID for each
employee. These fields are ideal places to
track an employee number, benefit plan
number, etc.
Custom Text 1–4
Four custom text fields can store additional
information of up to 30 alphanumeric
characters each. These fields are ideal places
to track location codes, certifications, etc.
Custom Date 1–4Use the four custom date
fields to record dates that you wish to track
in your Payroll system (e.g., certification or
retirement dates). Enter dates in
MM/DD/YYYY format or select dates from
the calendar lookup.
Custom Long Text
Use the custom long text field to record
custom information of up to
30 alphanumeric characters.
Click Submit to save.
Tax Data Tab
Employee tax data defines which taxes are
withheld from the employee's paycheck. It
also records their marital status, deductions,
and allowances.
The tax tables within the ConnectNow
Payroll system are updated regularly on our
servers, so you can rest assured that each
time you process your payroll, taxes are
being calculated using the latest tables from
the IRS and each of the 50 U.S. states. You
do not need to update tax tables within the
system.
If any localities within your employees’
states of residence require that you withhold
local taxes, you can add those rates to the
system (see Error! Reference source not
found. on page Error! Bookmark not
defined.).
All fields are limited to 30 characters unless
otherwise noted.
Click the Tax Data tab to define which
taxes will be withheld from the employee’s
paycheck. Boxes are checked by default for
Social Security, Medicare, State, and
Federal Tax Withholding, as well as
Subject to State Unemployment.
Uncheck to deselect or check to select
withholding options as appropriate.
1. The Payroll system assumes that Social
Security Tax should be withheld for each
employee, so the Withhold Social
Security Tax box is checked by default. If
Social Security Tax should not be withheld
for the selected employee (e.g. Clergy),
uncheck the box.
2. The Payroll system assumes that Social
Security Tax should be withheld for each
employee, so the Withhold Medicare Tax
box is checked by default. If Medicare Tax
should not be withheld for the selected
employee (e.g. Clergy), uncheck the box.
3. In the Tax Statement field (required),
select W-2 or No Statement. Employees
defined as No Statement are not included
when you print your W-2s.
4. Under State Tax Withholding, select the
State of residence and Marital Status,
and enter the data in the Allowances,
Dependents, or Extra withholding fields
as needed.
EMPLOYEE ENTRY 37
ConnectNow Church Accounting: Payroll User Guide
5. Withhold State Tax
This box is checked by default. If
U.S. State Tax should not be
withheld for the selected
employee, uncheck the box.
When unchecked, the data fields
that define State
Tax withholding are hidden.
Applicable State
Select the employee’s state of
residence from the lookup. State
Tax deductions are calculated
based on the selected state’s
tax table.
Marital Status
Select the marital status for the
State tax calculations as
appropriate for the employee.
Options include: Single, Head of
Household, Married –
Jointly/Spouse Employed, Married –
Jointly/Spouse Unemployed, Married –
Separately/Spouse Employed, Married –
Separately/Spouse Unemployed.
If your state does not differentiate between
an employed spouse, the system simply
assumes Married-Jointly or Married-
Separately based on the selection made.
Allowances
Enter the number of exemptions to be
considered in each of the State calculations
as appropriate for the employee based on
the employee’s W-4 form.
Dependents
Enter the number of dependents to be
considered in the State Tax calculations as
appropriate for the employee. Not all States
use the concept of Dependents; use only if
applicable for your State.
Override
Enter the dollar amount (as a positive
number, not a negative number) that will be
deducted per paycheck instead of the
standard State Tax calculations. This
replaces what the system calculates for State
Taxes and use the amount entered. Include
the 2 decimal places required by the system.
If the dollar amount entered is $0.00, no
taxes are withheld.
Extra
If the employee wishes to have additional
tax withheld, enter the amount per paycheck
in the field for State Extra withholding (as a
positive number, not a negative number).
Include the 2 decimal places required by the
system. If an Override amount was entered
for State Tax Withholding, the Payroll
system ignores any amount in the
Extra field.
Subject to State Unemployment
This field is checked by default to indicate
that the employee is to be included on the
State Unemployment report. No taxes are
withheld from the employee if this box
is checked.
6. Under Federal Tax Withholding, select
the Marital Status and enter data in the
38
NOTE: If you have Clergy who
want their wages to be reported
as Federal Taxable Wages on
the W-2, but do not want taxes
withheld, check the box at
Withhold Federal Tax and enter
a $0.00 in the Override field.
Allowances, Override, and Extra
withholding fields as needed.
Withhold Federal Tax
When unchecked, the data fields that define
federal tax withholding is hidden.
Marital Status
Select the marital status for the Federal tax
calculations as appropriate for the employee.
Options include: Single, Married, Married
but use Single Tables.
Head of House tables are identical to Single
tables in the Federal Tax Tables. If you have
an employee who has defined themselves as
Head of House on their W-4, select the
Marital Status of Single.
Allowances
Enter the number of exemptions to be
considered in each of the Federal
calculations as appropriate for the employee
based on the employee’s W-4 form.
Override
Enter the dollar amount (as a positive
number, not a negative number) that will be
deducted per paycheck instead of the
standard Federal Tax calculations. This
replaces what the system calculates for
Federal Taxes and use the amount entered.
Include the 2 decimal places required by the
system. If the dollar amount entered is
$0.00, no taxes are withheld.
Extra
If the employee wishes to have additional
tax withheld, enter the amount per paycheck
in the field for Federal Extra withholding (as
a positive number, not a negative number).
Include the 2 decimal places required by the
system. If an Override amount was entered
for Federal Tax Withholding, the Payroll
system ignores any amount in the
Extra field.
7. If Local Tax Withholding applies, check the
Withhold Local Tax box.
Withhold Local Tax
This field is unchecked by default, and the
data fields that define local tax withholding
are hidden. If local tax withholding applies
to the employee, check the box to display the
data fields that define local tax withholding
(See Error! Reference source not
found. on page Error! Bookmark not
defined.).
EMPLOYEE ENTRY 39
ConnectNow Church Accounting: Payroll User Guide
Applicable Local
Select the applicable local tax from
the lookup.
Marital Status
Select the marital status for the Local tax
calculations as appropriate for the employee.
Options include: Single, Head of
Household, Married – Jointly/Spouse
Employed, Married – Jointly/Spouse
Unemployed, Married – Separately/Spouse
Employed, Married – Separately/Spouse
Unemployed.
If your locality does not differentiate
between an employed spouse, the system
simply assumes Married-Jointly or Married-
Separately based on the selection made.
Allowances
Enter the number of exemptions to be
considered in each of the Local calculations
as appropriate for the employee based on
the employee’s W-4 form.
Override
Enter the dollar amount (as a positive
number, not a negative number) that will be
deducted per paycheck instead of the
standard Local Tax calculations. This
replaces what the system calculates for Local
Taxes and use the amount entered. Include
the 2 decimal places required by the system.
If the dollar amount entered is $0.00, no
taxes are withheld.
Extra
If the employee wishes to have additional
tax withheld, enter the amount per paycheck
in the field for Local Extra withholding (as a
positive number, not a negative number).
Include the 2 decimal places required by the
system. If an Override amount was entered
for Local Tax Withholding, the Payroll
system ignores any amount in the
Extra field.
8. Click Submit to save the Tax Data entered.
Pay Data Tab
Click the Pay Data tab and define the
employee’s Pay Group, Pay Items, Hourly
Rate or Salary, and Account.
1. Under Pay Group, select the appropriate
item from the lookup table. The Pay Group
options listed are added to your Payroll
system using the Set Up Pay Groups
procedure on page 19 (e.g., options may
include Monthly, Semi-Monthly, Special).
2. Using the option buttons on the right, select
Hourly or Salary, and Full-Time or
Part-Time. These options are used by the
Employee Pay Status report and the
Blank Timecards report.
3. Select the appropriate Pay Description
from the lookup items for which the
employee should be paid. Options in the Pay
Description lookup are added to your Payroll
system using the Enter Pay Items procedure
on page 21.
4. Specify either the Hours/Units and Rate
or enter a Pay Period Amount.
Hourly Employees
40
If the employee is paid for the same number
of hours each pay period, type the number of
hours in the Hours/Units field and the
system auto-populates the employee’s
timecard each pay cycle.
If the number of hours worked is variable,
leave the Hours/Units field blank. The
number of hours entered here can be
overridden during payroll processing if
needed. See the step
Step #3 Edit Timecard beginning on page 55
for more information.
If the employee is being paid by the hour,
enter the hourly rate in the Rate field.
If you have entered data into the Rate field
the system calculates the Pay Period Amount
using the following equation:
Pay Period Amount = Hours/Units * Rate
Salaried Employees
If the employee is paid a salaried amount
instead of an hourly rate, enter that amount
into either the Pay Period Amount or
Annual Amount field.
The system automatically calculate s the
Annual Amount only if the Pay Period
Amount is entered. It also calculates the Pay
Period Amount if only the Annual Amount
is entered.
Annual Amount = Pay Period Amount *
number of pay periods per year (defined by
the Pay Group selection)
Pay Period Amount = Annual Amount /
number of pay periods per year (defined by
the Pay Group selection)
Select an Account for the pay item.
If you associated an Expense Account when
entering the pay items, this field is
automatically populated based on your setup
(see page 8), but you can change the
distribution by selecting another option
from the lookup table if needed.
If you did not associate an Expense Account
to the pay items, enter the correct gross pay
Expense Account in the Account field.
You may enter multiple pay item types and
associated different gross pay Expense
Accounts for each pay item type if needed.
If you would like to distribute the
EMPLOYEE ENTRY 41
ConnectNow Church Accounting: Payroll User Guide
employee’s pay over multiple accounts, see
the section below for more information.
5. Repeat steps 2-4 for any additional
pay items.
6. Click Submit to save the Pay Data.
Multi-Account Distribution for Pay Data
If you have pay items that need to be
distributed among two or more accounts,
select the Pay Description and enter the
Hours/Units, Rate, Pay Period
Amount or Annual Amount.
Then click the Use Distribution checkbox
and click the Distribution button.
Enter the gross pay Expense Accounts
and Percentages and the system
automatically distributes the employee’s pay
to those gross pay Expense Accounts each
time payroll is processed.
For example, if you have a custodian who
works for both the school and the church,
and he or she is paid out of different
accounts, you could add two Custodian
Salary pay data line items and enter the
typical distribution here (e.g., 75% of is
salary should be booked to the church
account, while 25% of his salary should be
booked to the school account). This helps
ensure that salary expenses are distributed
appropriately during each pay cycle.
The Account field remains empty on the
display, but the Use Distribution checkbox
remains checked.
Delete a Pay Data Line Item
Click the X to remove any pay data line item
from an employee’s record.
Add More Pay Data Lines to Form
To add more line items to an employee’s pay
data record, click the More Lines link,
located in the lower-left of your screen.
42
Deductions/Benefits Tab
Click the Ded/Ben tab to associate elective
deductions and/or benefits (codes 11 or
higher) with the employee. Deductions and
benefits that you have added as part of your
Payroll Setup are available from the lookup
table. Add each line item and amount as
appropriate for the employee, and click
Submit to save.
1. Under Deduction/Benefit Description,
choose the appropriate items from the
lookup table. Options in this table are added
to your Payroll system using the Manage
Deductions and Benefits setup procedure
on page 23.
2. Deductions and benefits can be entered by
amount or percentage. Enter either the
Amount or Percentage.
If the deduction or benefit is a fixed dollar
amount, enter the amount.
3. If the deduction or benefit is calculated as a
percentage of the employee’s paycheck,
enter the percent.
4. Enter the Limit. Type the maximum
amount that can be deducted from the
employee's paycheck or added to the benefit
total during the calendar year. If there is no
limit for this Deduction/Benefit, the system
automatically populates 999999.99 upon
clicking Submit.
Current Year, Prior Year
The calendar amounts are automatically
updated by the Payroll system. These read-
only fields show accumulated deduction and
benefit totals for the calendar year indicated.
Delete a Deduction/Benefit Line Item
Click the X to remove any line item from an
employee’s record.
Add a Deduction/Benefit Line Item
To add more line items to an employee’s pay
data record, click the More Lines link,
located in the lower-left of your screen.
NOTE: Deductions are listed on the
employee’s paycheck stub, but Benefits
are not listed; as no amounts are
withheld from the employee’s check
for a Benefit.
EMPLOYEE ENTRY 43
ConnectNow Church Accounting: Payroll User Guide
Add a Health Care Benefit
To save processing time, you can automate
the benefit calculation within the application
by setting up a healthcare deduction and
then creating a new benefit code for the
employer’s portion of the health care cost
in Payroll.
Alternatively, you can manually edit an
employee’s W-2 to add health care
benefit information.
These two methods are documented in the
following sections.
Automating a Health Care Benefit
Calculation
This process has three main steps. Follow
the steps in the order given.
Step 1: Add the Health Care Benefit
to Your System
1. Select the Payroll tab.
2. Click Setup.
3. Select Deduction/Benefit List.
This list shows all of the deductions and
benefits currently set up in
your system.
4. Select Add a New Deduction/Benefit
From Template.
5. For Employer Health Care Benefit,
click Select.
The application adds the employer
health care benefit to the list of benefits
and deductions available in system. You
can now add it to an employee’s record
and specify the amount of the deduction.
You will perform this task in Step 2.
Step 2: Add the Health Care Benefit
to an Employee’s Record
1. Select the Payroll tab.
2. Click Employees.
3. To the left of the desired employee’s
name, click Go.
The selected employee’s record is
displayed. The name of the employee
appears at the top.
4. Under the employee’s name, select the
Ded/Ben tab.
44
6. Add the health care benefit deduction to
the record by clicking the down arrow
and then selecting Employer Health
Care Benefit from the list. Type the
amount of the benefit in the Amount
field or the percent of the benefit in the
Percent field.
Note: If necessary, click More Lines to
add a new line.
7. Click Submit to save.
The deduction is now added to the
employee’s record. When you run your
next payroll, the amount is shown on the
employee’s paycheck.
Step 3: Set up the W-2 Form
In this final step, you will set up the W-2 to
track and report the employee’s health
care costs.
1. Select the Payroll tab.
2. Click Forms.
3. Select W-2 Setup.
4. For Employer Health Care Benefit,
select Box 12 for W-2 Box, and then
type DD for W-2 Code.
5. Click Submit to save.
Manually Editing a W-2
1. Select the Payroll tab.
2. Click Forms.
3. Under W-2 Setup and Edit, select
Edit Employee’s W-2 Information.
The employee’s W-2 form is displayed.
4. In Box 12, type DD. Then, to the right
of the box, type the dollar amount of the
benefit. For example:
5. Click Submit to save.
EMPLOYEE ENTRY 45
ConnectNow Church Accounting: Payroll User Guide
Accums Tab The Payroll system updates data shown in
the Accums (i.e., Accumulations) screen
automatically when payroll is posted.
This is an informational window only; data
may not be entered or edited on this display.
Accumulations and Gross Accumulations are
tracked for the current month to date, by
quarter, and by fiscal and calendar years.
Use the Month and Year lookups to select
any period.
If you select a different Accumulations
period, click the ReCalculate button to
refresh your screen based and display
records based on the new period.
Accumulations are displayed for the
following items:
Gross Pay Social Security Withheld Medicare Withheld Federal Tax Withheld State Tax Withheld Local Tax Withheld Other Deductions Allowance Net Pay
Gross Accumulations, or the total taxable
income, are displayed for the
following items:
Social Security Gross Medicare Gross Federal Tax Gross State Tax Gross Local Tax Gross
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Personal Tab
Click the Personal tab to enter the number
of paid time off, such as Vacation, Sick,
Personal, or Family, days the employee
Earns Per Payroll or for a lump sum
time for year. The system accumulates
earned time, records used time, and
calculates available time. It also lets you
write and store notes for each line item. See
pages 60 and 70 for instructions on logging
earned or used time.
Personal time can either be recorded in
hours or days for time earned and used. You
can choose which you would like to use, just
keep consistent between your employees.
You can record Personal Time in one of
two concepts:
Employee earns Personal time each
Pay Period
Employee receives Lump Sum Personal
Time at the beginning of the year
If Employee earns Personal Time each
Pay Period
If the Employee earns a fixed number of
hours or days each time a Payroll is
processed, click the Earn Per Payroll box.
The Amount Per Payroll field is visible
after the box is checked.
The Amount Per Payroll field is visible
only if the Earn Per Payroll box is
checked. Enter the number of hours or days
of personal time to be earned per pay cycle.
The Earned, Used and Available times remain at zero until a Payroll is processed. Click Submit to save.
EMPLOYEE ENTRY 47
ConnectNow Church Accounting: Payroll User Guide
If Employee earns Personal Time as a
Lump Sum amount at the beginning of
the year
Do not check the Earn per Payroll box.
Instead, enter the Date, Activity, Amount
and Notes in the data entry section, and
click Submit.
This automatically updates the Earned,
Used and Available times.
Limit Enter the maximum number of personal
time hours or days that the employee can
earn within a given calendar year.
Earned, Used and Available The system calculates the values in these
read-only fields automatically as hours or
days are entered manually as earned or used
personal time on this screen.
Delete a Personal Time Line Item
Click the X to remove any earned or used
personal time line item from an
employee’s record.
Add a Personal Time Line Item
To record earned or used personal time,
select the applicable Personal Time
category. Enter the Date, choose either
Earn or Used from the Activity lookup,
enter the number of hours or days in the
Amount field, and record a Note if desired.
Click Submit to save. To add more line
items to an employee’s personal time record,
click the More Lines link, located in the
lower-left of your screen. See page 70
for details.
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Direct Deposit Tab
Use the Direct Deposit tab to enter employee
information for direct deposit of paychecks
into a checking and/or savings account.
Direct Deposit Participation The system defaults to None. If the
employee wishes to set up direct deposit,
select the ACH File option.
If the employee would like their check
deposited electronically, click Direct
Deposit, click the ACH File button, and
specify the Account Number, Routing
Number, Account Type, Percent or
Amount distribution, and Prenote Date.
Click Submit to save. See page 79 for
instructions on prenoting for direct deposit.
Employees can choose to deposit fixed
amounts or fixed percentages of their pay
into one or more accounts. The system lets
you set up unlimited direct deposit accounts,
but we recommend you limit your
employees to two or three direct deposit
accounts to reduce administration for your
staff—establish the limit that works best for
your church. You may find it helpful to
request a voided check from each account
you are adding to the system for
direct deposit.
You must prenote an employee at least
10 days prior to his or her first direct deposit
and any time you make a change to the
employee’s account information. For more
information, see Prenote Employees for
Direct Deposit, page 79.
1. Choose to distribute to Accounts by
either Percent or Amount.
2. Enter the employee’s checking or
savings Account Number.
3. Enter the employee’s 9-digit
Routing Number.
4. Select either Checking or Savings
from the Account Type lookup.
5. Enter either the fixed dollar amount or
percentage to be deposited electronically
into the selected account.
For Percent distribution, the total
Percent value must equal 100.00.
For Amount distribution, the last bank
account in the list receives any balances
that remain due to rounding
percentages or a discrepancy between
the paycheck amount and the
distribution amount set in the
employee’s record.
EMPLOYEE ENTRY 49
ConnectNow Church Accounting: Payroll User Guide
For example, you may have an hourly
employee who wants their pay
distributed $100 to Savings and the
remaining to checking. Set the
Distribute to Accounts to Amount and
enter the Savings account information in
Line 1 with the Amount, then enter the
Checking account in Line 2 and leave the
amount 0.00. The system sends $100 to
the employee’s Savings account and the
remainder to their Checking account.
6. Select the Date for the prenote. The
prenote date must be at least 10 days
prior to their first direct deposit and any
time you make a change to the
employee’s account information. If
using the Prenote File Upload, this date
is automatically populated.
Add a Direct Deposit Line Item
To set up an employee for direct deposit,
select the ACH File option, enter the
banking information, the percent or amount,
and prenote date. Click Submit to save.
Add More Lines
To add more line items to an employee’s
direct deposit record, click the More Lines
link, located in the lower-left of your screen.
Delete a Direct Deposit Line Item
Click the X to remove any direct deposit line
item from an employee’s record.
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Paychecks Tab
The Paychecks screen displays each payroll
check issued to the selected employee with a
total paid for the selected year. This is an
information window only and cannot be
added or edited.
Display Year
Select the current year or any prior years in
your system and click the Display Year
button to change the records
currently displayed.
Date
Date of the payroll in which the check was
issued (i.e., date entered when you created
the New Payroll).
Number
Check number.
Amount
Net amount of the check.
Voided
If a payroll check was voided, the void date
displays here.
Cleared
The check clearing date displays here.
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PROCESS PAYROLL
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Process Payroll
Payroll Overview
Before processing your first payroll, you
must complete the initial system setup and
prenote any direct deposit employees using
the instructions beginning on page 79.
If your initial system setup is complete, the
ConnectNow Payroll system is ready to
guide you step-by-step through the payroll
process. You will create and process one
payroll “session” per pay date. An open
payroll session must be processed and
closed before you can create and process a
new payroll session.
This section contains procedures for the
following items:
1. Set Up Payroll
2. Select Employees
3. Edit Timecards
4. Calculate
5. Review
6. Edit Paychecks
7. Print Checks
8. Prepare and Send ACH File
9. Close Payroll
Payroll Progress Indicator
As you complete the steps of the payroll
process, the system highlights your
completed steps in yellow, the currently
selected step in green and uncompleted
steps in white. For example, in the following
screen, steps 1-3 are completed, and the user
is in the process of selecting employees
in step 4.
Editing an Existing Payroll
If you are modifying an existing payroll, you
do not need to click through steps that you
have already completed— you may click on
the step you need.
1. Click the Payroll Process icon.
2. Select your existing payroll from
the list.
3. Click on the step you wish to
complete, make your changes, and
click Submit to save.
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ConnectNow Church Accounting: Payroll User Guide
Step #1 Setup Payroll
Use this procedure to create a new payroll
session or select an existing payroll
to process.
1. Click the Payroll Process icon.
2. If you are beginning a new payroll,
click Create a New Payroll. If you
are editing an existing payroll, select
it from the list.
3. The system automatically assigns a
payroll Number. Select the Bank
Account from which payroll
is withdrawn.
4. Enter a Check Date.
5. Enter a Description for your
payroll if desired.
6. Enter the Pay Period Begin and
Pay Period End dates. These dates
print in the Check Memo field on
your paycheck stubs, but can be
removed or edited when you print
your checks.
7. Click Submit. The system prompts
you to complete step 2, Select
Employees (see the following page
for instructions).
Requirement for Closed Payroll
The system requires that you close a prior
open payroll session before creating a new
payroll. For closing procedures, please see
page 68.
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Step #2 Select
Employees
In step 2, you will select the employees
who should be included in this
payroll processing.
Employees may be selected from a complete
employee list or by Pay Group.
1. Select All Groups or choose a
particular Pay Group—active
employee names display based on
your Pay Group selection.
2. Check the boxes to select the
names of employees you wish to
include in this payroll processing.
Use the system’s Select All and
Deselect All options, along with
individual click selections, to choose
employees quickly from the list.
3. Click the Submit button to save
your selections and proceed to step
3, Edit Timecards (see the following
page for instructions).
If you need to add more employees to an
open payroll, begin at step 2) Select
Employees. Choose the names of the
individuals needing payroll checks and
proceed to steps 3–7 as usual. See
Recalculate Select Employees, page 57, for
more information.
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ConnectNow Church Accounting: Payroll User Guide
Step #3 Edit Timecards
The information you’ve entered on the
Employee Entry displays automatically
transfer into the Timecard entry. In step 3,
you will edit the timecard for each hourly
employee selected in step 2 and verify the
amount each employee is to be paid. You
may add, remove or edit Pay Items on the
employee timecards as needed.
1. Click on the employee name to view
each timecard. The system displays the
selected employee’s name and pay
information as it was entered into the Pay
Data tab on the Employee
Information screen.
2. For employees paid an hourly or unit rate,
enter the number of hours or units for the
pay period. For salaried employees, the Pay
Period Amount can be edited if needed—
just click and type. Pay amounts are
automatically recalculated. Permanent
changes to employee Pay Items need to be
made to the Pay Data tab in the
employee record.
3. To add a Pay Item, click into the Pay
Description lookup, select an item, enter
the Hours/Units and Rate or the Pay
Period Amount, and select an Account.
4. The Check Sequence (i.e., abbreviated
“Chk Seq” on your screen) denotes whether
the items print on 1 check or separate
checks. Edit as desired. Permanent changes
to the Default Check Sequence of a Pay Item
must be made in the Pay Item Information
screen—see page 21 for more information.
5. Click the Submit button to save the
employee’s timecard.
6. Select the next employee name and repeat
steps 2–5 as appropriate.
7. When finished editing timecards, proceed to
step 4, Calculate, on page 57.
If you do not have Hourly Employees,
and only have Salaried Employees, you
can skip this step.
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Reset a Timecard
The Reset button restores the selected
employee’s timecard to its default settings,
abandoning any changes that you have made
to the employee’s Time Card settings.
Delete Pay Items from a Timecard
To remove an individual Pay Item from a
timecard, click the red X button to the left of
the Pay Description.
Delete a Timecard
The Delete button removes an employee’s
timecard record from your current payroll.
The employee’s Pay Data remains in the
Payroll system and can be selected again for
the current or for a future payroll cycle.
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ConnectNow Church Accounting: Payroll User Guide
Step #4 Calculate
During the Calculate process, the system
does the following:
Checks to ensure that each deduction
and benefit within the gross pay
accounts used in this payroll have an
Account Distribution established. You
will be notified and required to correct
any blank distributions before you can
process your current payroll.
Calculates payroll earnings, taxes,
benefits and deductions for
selected employees.
Updates payroll reports and
accumulated pay information for
selected employees in the Employee
Information screen.
Click the Calculate Payroll button to run
the system calculation. Or, click the
Calculation Options button to select the
specific deductions and benefits to include
in the calculation for bonus checks (see the
Calculation Options for Bonus Checks
section on the next page). Then, return and
click the Calculate Payroll button. If the
system calculates 100% with no errors, click
5) Review to examine your payroll data
(see Review, page 59, for instructions).
Fixing Errors
If the system detects errors, you will receive
a message identifying the specific issue and
a remedy for the issue.
Account
Distribution
errors are easily
corrected under
Setup >
Account
Distribution.
See Enter Account Distributions on page 26
for more information.
After any errors are fixed, repeat the
Calculate Payroll step. Review, edit and
complete your payroll process as usual.
Recalculate Select Employees
The system recalculates payroll for selected
employees with unprinted paychecks and
checks without assigned check numbers.
Deselecting an employee, if no check
number is assigned, results in the employee
not being paid in the current payroll.
Click 2) Select Employees, check the
name of the employee, click 3) Edit
Timecard and make the necessary change,
and click 4) Calculate. Review, edit and
print as usual.
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Calculation Options for Bonus
Checks The Calculation Options page allows you to select specific deductions and benefits to include in the calculation for bonus checks. For example, for bonus checks you may want to only withhold and calculate Social Security and Medicare but no other deductions or benefits. Removing a deduction does not withhold the deduction from the current calculation and removing a benefit does not calculate the benefit for the current calculation. Click the check marks in the Include column to remove the deductions and benefits from the current calculation. Click the Submit button to save your changes and return to the Calculate tab.
PROCESS PAYROLL 59
ConnectNow Church Accounting: Payroll User Guide
Step #5 Review
After the Calculate process is 100% complete
and error-free, click 5) Review to display a
preview of that data that prints on your
employee paychecks. Ensure paychecks are
correct before you print checks and submit
ACH data for direct deposit.
Check data displays in alphabetical order by
employee last name. Scroll down as needed
to review each check.
If changes are needed to deductions or
benefits, proceed to step 6 Edit Paychecks
(see page 60 for instructions).
If all checks are correct, you may print
checks and create your direct deposit ACH
File using the buttons at the bottom of the
screen. For instructions on printing checks,
see page 62; for instructions on creating an
ACH File for direct deposit, see page 65.
If all of the checks on Step #5
Review Checks are correct and
you do not need to make any
changes to the checks, you can
skip Step #6 Edit Paychecks.
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Step #6 Edit Paychecks
Use the Check Information screen to add,
edit, or delete a benefit or deduction line
item to a paycheck that has not been
printed, or to void a check that you have
already printed.
If you add, change or delete a pre-tax
deduction or benefit, you must manually
recalculate the taxes and update this display.
Edit a Benefit or Deduction Item
Employee names are listed in the
Employees box on the left side of your
screen. You may edit checks one at a time by
completing the following steps.
1. Select the employee name from the
Employees paycheck list to display the
Check Information.
2. To edit a deduction or benefit amount, click
into the Pay Period Amount field
and edit.
3. To remove a deduction
or benefit line item, click
the red X to the left
of the item’s description.
4. Click the Submit button
to recalculate the
paycheck Amount.
5. Proceed to step 7, Print
Checks, on page 62.
Calculate Overrides Edit
Paychecks
The Calculate process overwrites any
changes made on the Check
Information screen.
Edit Wages
Edits to wages are not permitted from the
Edit Paychecks screen—if you discover that
the employee’s wage is incorrect, click 2)
Select Employees, check the name of the
employee, click 3) Edit Timecard and
make the necessary change, and
click 4) Calculate.
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ConnectNow Church Accounting: Payroll User Guide
Delete a Paycheck Paychecks that have not been printed may be deleted.
1. Select the payroll containing the check.
2. Click 6) Edit Paychecks.
3. Select the employee name from the Employees paycheck list to display the Check Information.
4. Click the Delete button, located at the bottom of the screen.
5. If you need to issue a new paycheck, recalculate the payroll for the selected employee. See Calculate Selected Employees on page 57 for instructions.
Void a Paycheck
You can void a check or ACH
transmission directly from the
Check Information screen using
the following steps.
1. Select the payroll containing
the check.
2. Click 6) Edit Paychecks.
3. Select the employee name
from the Employees paycheck
list to display the
Check Information.
4. Click the Void Check button,
located at the bottom of
the screen.
5. Enter the Void Date and click the
Void button.
The Check Information now displays the
check marked as Void.
6. The system creates an automatic journal
entry in the Ledger and Payables system that
reverses the paycheck.
7. If you need to issue a new paycheck,
recalculate the payroll for the selected
employee. See Calculate Selected Employees
on page 57 for instructions.
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Step #7 Print Checks
When your checks are ready to be printed
onto check forms, use the following steps to
process paychecks.
1. If you are currently on the step 5) Review
screen, click the Print Checks button;
otherwise, click the step 7) Print Checks
link on your Payroll screen.
2. The Check Selection screen displays your
Beginning Check Number and only those
employees who will receive a check.
Employees who are paid by Direct Deposit
are be listed in Step #8. Click the
Submit button.
3. On the Print Checks screen, select the Bank
Account from which your payroll will be
withdrawn and click the Print
Selected button.
NOTE: If you need to change a
check number, you can click into
the Number field on this display
and edit the check numbers listed.
NOTE: By default, the Check
Memo field displays the pay period
dates. You can click into the field
and edit the information that prints
on your checks.
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ConnectNow Church Accounting: Payroll User Guide
4. An Adobe Reader pop up window displays
with your check information. Click the Print
icon <Ctrl + P> on the Adobe Reader display
to send the check information to your
printer. Close the Adobe Reader window.
5. Go to the printer and ensure all of your
checks printed correctly.
a. If all checks printed correctly, choose
“Yes, I clicked the Print icon and
Check(s) printed correctly” and
click Submit.
b. If some of the checks printed correctly
and some did not (ran out of ink, paper
jam, etc.) choose the option “Some
checks did not print correctly.
First incorrect printed on check:”
and select the check number and click
Submit.
The system takes you back to the Print
Checks window allowing you to change
check numbers, if needed, and reprint
the checks.
c. If the printer did not print any checks
(wrong printer selected, forgot to put
checks in printer, printer problems,
etc.), choose the option “I didn’t
print any checks” and click Submit.
The system takes you back to the Print
Checks window allowing you to change
check numbers, if needed, and reprint
the checks.
NOTE: You may receive a notice that pop-ups
are blocked for this site. You must always
allow pop ups for this site to print checks.
In Internet Explorer, right-click the yellow bar for more options and choose the “Always Allow Pop-ups from This Site”. In Firefox, click the Options button on the right and choose “Allow pop-ups for diocesename.connectnowaccounting.com”.
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Manage Check Numbers
Check numbers are very important in
tracking and issuing paychecks, and the
ConnectNow Church Accounting system
tracks those check numbers by bank
account. When processing payroll, the
system automatically assigns the next
sequential check number to the first
paycheck in a given payroll cycle.
The Beginning Check Number field can
be edited if necessary in step 7) Print
Checks (e.g., if you need to record a
manually written paycheck).
For security purposes, after a check number
is issued, it cannot be used again; and
payroll checks cannot be reprinted.
The Close Payroll process cannot be run
until check numbers are assigned to all
paychecks in the current payroll.
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ConnectNow Church Accounting: Payroll User Guide
Step #8 ACH File
Before you can process direct deposit
payments using an ACH File, the following
items must be completed:
ACH Info entered into the Payroll
system as part of the Enter Employer
Information setup (see page 17)
Employee direct deposit account
information is entered into the Payroll
system and prenoted at least 10 days
prior to direct deposit
Payroll calculated and reviewed
for accuracy
After these items are complete, prepare an
ACH File for direct deposit using the
following steps.
1. Click 8) ACH File.
2. Select the names of employees to receive
direct deposits of their paychecks and
click Submit.
3. Your Bank Account selection and
Current Balance display at the top of the
ACH File screen. Check the Include debit
in file for the bank account box to
include extra line in the ACH file that
includes the church’s bank account number
and total debit amount. Consult your bank
to see if they require this field.
4. Click the Print Receipts button to print
one file containing individual paycheck
receipts for each employee (see ACH
Receipts on page 67 for an example).
5. Click the Create File button to open a print
preview of your direct deposit data file.
a. To print a report of your ACH file data,
click the Printer icon. You may also
print a report of your file data from
Notepad—see step 6a below.
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6. Save your file as a .txt file by clicking
the Save button . The open and save
options may vary depending on the browser.
Internet Explorer prompts you to open or
save the file to a location that you select.
Firefox saves the file to your desktop.
7. Your ACH direct deposit data file is now
ready to be uploaded to your bank’s direct
deposit application.
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ConnectNow Church Accounting: Payroll User Guide
Print ACH Receipts
The Payroll system provides ACH direct
deposit remittance advices that you can
print on plain 8 ½ x 11 copy paper rather
than on expensive check forms.
Payroll’s ACH
Receipts are
formatted to
include current
period and
accumulated
wages, benefits,
deductions, and
personal time.
Your return
address and the
employee’s
mailing address
are positioned on
the report to fit
into a window
envelope.
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Step #9 Close Payroll
Use the Close Payroll process to post all
payroll data to the Ledger and Payables and
Payroll systems. After posting is complete,
all reports and accumulations reflect the
latest posted amounts, and you are
permitted to Create a New Payroll session
with a different pay date.
Paychecks cannot be edited after check
numbers are assigned and the payroll is
closed, and you cannot begin a new payroll
cycle until the prior payroll is closed.
Payroll can be closed at any time after
checks are printed and your ACH Direct
Deposit file is created. For your convenience,
the main Payroll “Dashboard” displays Next
Step: Close Payroll to inform
you that payroll is ready to
be closed.
Complete the following steps to
close payroll.
1. Click on Close Payroll–
links are available from
your dashboard and from
step 9 of the payroll process.
2. Click the Submit button.
3. Click OK on the popup.
4. The system closes your selected
Payroll and return you to the main
Payroll Process screen. Your payroll
now shows as “Closed.”
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OPTIONAL SETUP
70
Start-Up Employee Totals If your church did not opt for a comprehensive conversion, and are starting to use ConnectNow Payroll in a month other than January, you can enter the Start-Up Employee Totals to record payrolls for the calendar year paid from another source. The data you enter in Start-Up Employee Totals are added to the payrolls you process in ConnectNow Payroll and will correct Calendar Year To Date Totals on the employee’s paycheck stub as well as report the entire year payments on the 941 and W-2. You may choose to process W-2’s mid-year in your previous application to calculate the amounts to enter in Start-Up Employee Totals.
1. Click Setup and choose Start-Up Employee Totals under Optional Setup.
2. Enter the appropriate date in Calendar year totals for all employees as of: field.
3. Select each Employee’s name from the Employee’s list on the left.
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ConnectNow Church Accounting: Payroll User Guide
Enter Start-Up Employee Gross
Wages
Enter the Start-Up Gross Wages for the employee.
a. Taxable – Enter the Total Gross Taxable Wages for the Employee for each Pay Item Type defined on the Employee’s Pay Data tab. Pay Items indicating Allowances are not entered in this field.
b. Non-Taxable – Enter the Non-Taxable Gross Wages for each Allowance, Reimbursement or any other non-taxable Pay Item. These items may report in Box 14 of the W-2.
c. Soc Sec – Enter the Gross Social Security Wages for each Taxable Pay Item. This number reports in Box 3 of the W-2.
d. Medicare – Enter the Gross Medicare Wages for each Taxable Pay Item. . This number reports in Box 5 of the W-2.
e. Federal – Enter the Gross Federal Wages for each Taxable Pay Item. This number reports in Box 1 of the W-2.
f. State – Enter the Gross State Wages for each Taxable Pay Item. This number reports in Box 16 of the W-2
If you have any pre-tax deductions or
benefits the Social Security, Medicare,
Federal and State Gross Wages
numbers may be different from the
Taxable Gross Wages.
72
Enter Start-Up Deductions/Benefits
1. Enter the Start-Up Deductions and Benefits
for each employee. a) Benefit Social Security Employer –
Enter the total amount of Social Security Taxes the church paid for the employee.
b) Deduction Social Security Withheld – Enter the total amount of Social Security Taxes withheld from the employee’s check. Box 4 on the W-2.
c) Benefit Medicare Employer - Enter the total amount of Medicare Taxes the church paid for the employee.
d) Deduction Medicare Withheld - Enter the total amount of Medicare Taxes withheld from the employee’s check. Box 6 on the W-2.
e) Deduction Federal - Enter the total amount of Federal Taxes withheld from the employee’s check. Box 2 on the W-2.
f) Deduction State - Enter the total amount of State Taxes withheld from the employee’s check. Box 17 on the W-2.
g) Deduction Local - Enter the total amount of Local Taxes withheld from the employee’s check. Box 19 on the W-2.
h) User Defined Deductions/Benefits – If you have set up additional Deductions or Benefits (see page 23) and added them to the employee (see page 42) they are also be listed on the Start-Up Deduction/Benefit display. Enter the totals for each additional Deduction/Benefit for the employee.
2. Click Submit to save your changes.
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ConnectNow Church Accounting: Payroll User Guide
Job Category You can create job categories such as Administration, Clergy, and Maintenance and associate each employee with those job categories to allow for easy reporting on Accumulations and Taxable Pay & Withheld.
1. Click the Setup button.
2. Click Job Category.
3. Type a unique Description for the job category.
4. Click Submit. Job Categories that you enter into your system are available from the Quick Find lookup and from any Job Category lookup available on your Employee entry display.
To delete a Job Category, locate it in the Quick Find list, click Find Item, and click the Delete button.
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Personal Time
The Payroll system tracks user defined
categories of Personal Time for each
employee, such as:
Family
Personal
Sick
Vacation
You can enter time earned and time used
within each category defined, and these
totals are reflected on your employees’ pay
item details.
Setup Personal Time You can customize the concepts for Personal Time
1. Click the Setup button.
2. Click Personal Time.
3. Type a unique Description for the personal time.
4. Click Submit.
Personal Time that you enter into your system is available from the Quick Find lookup and on the Employee entry display.
To delete a Personal Time code, locate it in the Quick Find list, click Find Item, and click the Delete button.
Record Personal Time Click the Personal tab to enter the number of paid time off, such as Vacation, Sick, Personal, or Family, days the employee Earns Per Payroll or for a lump sum time for year. The system accumulates earned time, records used time, and calculates available time. It also lets you write and store notes for each line item. Personal time can either be recorded in hours or days for time earned and used. You can choose which you prefer, just keep consistent between your employees. You can record Personal Time in one of two concepts:
Employee earns Personal time each Pay Period
Employee receives Lump Sum Personal Time at the beginning of the year
OPTIONAL SETUP 75
ConnectNow Church Accounting: Payroll User Guide
If Employee earns Personal Time each
Pay Period
If the Employee earns a fixed number of hours or days each time a Payroll is processed, click the Earn Per Payroll box. The Amount Per Payroll field is visible after the box is checked. The Amount Per Payroll field is visible only if the Earn Per Payroll box is checked. Enter the number of hours or days of personal time to be earned per pay cycle. The Earned, Used and Available times remains at zero until a Payroll is processed. Click Submit to save.
76
If Employee earns Personal Time as a
Lump Sum amount at the beginning of
the year
Do not check the Earn per Payroll box. Instead, enter the Date, Activity, Amount and Notes in the data entry section, and click Submit. This automatically updates the Earned, Used and Available times. Limit Enter the maximum number of personal time hours or days that the employee can earn within a given calendar year. Earned, Used and Available The system calculates the values in these read-only fields automatically as hours or days are entered manually as earned or used personal time on this screen.
Delete a Personal Time Line Item Click the X to remove any earned or used personal time line item from an employee’s record.
Record Personal Time
If using Earned Per Payroll, the system automatically inserts the Line Item for the Date and Amount Earned on the Employee’s Personal Tab each Paycycle. To record additionally earned or used personal time, select the applicable Personal Time category. Enter the Date, choose either Earn or Used from the Activity lookup, enter the number of hours or days in the Amount field, and record a Note if desired. Click Submit to save. To add more line items to an employee’s personal time record, click the More Lines link, located in the lower-left of your screen. See page 70 for details.
OPTIONAL SETUP 77
ConnectNow Church Accounting: Payroll User Guide
End-of-Year Personal Time
Processing
Some churches allow their Employee’s Personal Time to carry forward each year and accumulate; while other churches wish to reset their Employee’s Personal Time to a fixed number of hours. You may also choose to clear the activity that you entered on the Employee’s Personal Tab. ConnectNow Payroll helps you process Personal Time at the end of the year for your employees. You can choose to:
Clear out all activity and retain available time as new earned.
Completely clear out all used and earned activity.
Clear all activity and apply a fixed number of hours as available
Retain all activity but adjust available time to a fixed number of hours as new available time.
You can select on a date range, paygroups, and individual employees and run the process multiple times for differing paygroups or employees (e.g. if hourly personal time should be handled differently than salary personal time).
1. Click the Setup button.
2. Click Personal Time.
3. Click the down arrow at Quick Find and choose the Personal Time code you’d like to process, click Find Item.
4. Select the Processing Option that’s most appropriate for your church (see page 78 for Processing Option Definitions).
5. Enter the Date Range of the Activity to Process.
6. Make a selection on Paygroups
if needed.
7. Make a selection on Employees if needed.
8. Click Submit to process.
9.
78
Clear out all activity and retain
available time as new earned
Use this option if you want to clear out
the activity that you entered on the
Employee’s Personal tab, recording
earned and used by date, but keep the
available time as new earned. You can
choose to limit the maximum to a fixed
number of hours.
Completely clear all used and earned
activity. Zero available.
Use this option if you want to start from
scratch year to year! This clears out all
earned and used activity and set the
available time to zero.
This option is generally used when the
Earn Per Payroll option is checked on
the Employee’s Personal Tab.
Clear out activity and apply a fixed
number of hours as new
hours available
Use this option if you want to clear out
the earned and used activity for each
employee, and reset their available time
to a fixed number of hours.
This option is generally used when the
Earn Per Payroll option is not checked
on the Employee’s Personal Tab.
Retain all activity but adjust available
time to a fixed number of hours as the
new available time
Use this option if you prefer to keep all
of the earned and used activity on the
Employee’s Personal Tab, but reset their
available time to a fixed number
of hours.
This option is generally used when the
Earn Per Payroll option is not checked
on the Employee’s Personal Tab.
Available Time
Earn Per Payroll
Option
Earned and
Used Activity
OPTIONAL SETUP 79
ConnectNow Church Accounting: Payroll User Guide
PreNote Employees
For Churches who upload the ACH file for
Direct Deposits to a banking organization,
you must prenote an employee at least
10 days prior to her first direct deposit and
any time you make a change to the
employee’s account information.
The PreNote file contains all of the
information in a standard Direct Deposit
ACH file except for the amount to pay. This
file ensures that all of the Employer’s and
Employee’s Bank Account and Routing
Numbers are entered properly.
The bank uses this file to ping the
Employee’s bank account. If any
information was entered improperly, the
bank will contact you.
1. Click the Setup button.
2. Click PreNote Employees.
3. Make a selection on Paygroups if needed.
4. Select the Employees you wish to include in the PreNote File.
5. Click the Create File button.
6. Save your file as a .txt file by clicking the
Save button . The open and save options
may vary depending on the browser.
Internet Explorer prompts you to open or
save the file to a location that you select.
Firefox saves the file to your desktop.
7. Your ACH direct deposit prenote file is now
ready to be uploaded to your bank’s direct
deposit application.
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Local Tax Setup
Employees who live in certain regions may have a concept of a Local Tax. You can create and set the Local Tax as needed 1. Click the Setup button.
2. Click Local Tax Setup.
3. Type the Locality for the job category.
4. Enter the Calendar Year Withheld Limit. After the Employee reaches the Calendar Year Withheld Limit, the system automatically suspends future withholdings for the calendar year.
5. Enter the Percentage of Gross Pay.
6. Click Submit. Local Taxes that you enter into your system are available on the Local Tax lookup on the Employee’s Tax Data Tab.
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ConnectNow Church Accounting: Payroll User Guide
END OF YEAR REPORTING
82
W-2/W-3 You can print W-2’s and W-3’s directly from ConnectNow Payroll for each of your employees. W-2’s and W-3’s can be printed either on W-2/W-3 preprinted forms or on IRS approved blank paper, both of which can be purchased at www.ParishSoftForms.com W-2 information is stored in the W-2/W-3 Report window allowing for quick and easy reprinting of lost W-2’s for the year. You must complete each of the following steps to properly process W-2’s each year.
1. Setup W-2’s (see page 83)
2. Reprocess W-2’s/Edit Employee’s W-2 Information/ (see page 87)
3. Print W-2 Review Report (see page 88)
4. Print W-2’s (see page 88)
5. Electronic Filing W-2’s (see page 99 )
Employer – ParishSOFT
Responsibilities It is each employer's responsibility to determine which payments to employees are taxable and which deductions and benefits are assigned to the categories required on the W-2 statements. Each deduction and benefit you have should be reviewed for the tax consequences and proper reporting on the W-2 forms. The Payroll system prints W-2 and W-3 statements. It does not print any other statements you may be required to prepare. ParishSOFT support personnel are not licensed accountants, tax consultants, or law advisors. Please contact qualified parties for detailed or specialized tax or law information. ParishSOFT shall have no liability or responsibility to purchaser or any other person or entity with respect to any liability, loss, or damage caused or alleged to be caused directly or indirectly by this software, including but not limited to any interruption of service, loss of business or
anticipatory profits, or consequential damages resulting from the use of this software. ParishSOFT is not liable for any IRS penalties for which you may be assessed. This document explains what data the Payroll program requires to print W-2 and W-3 statements and explains what steps you should take to prepare for the printing of W-2 and W-3 statements in your ConnectNow Payroll system. This Payroll User’s Guide for W-2 and W-3 Tax Statement assumes you are using the ConnectNow Payroll System in the printing of W-2 and W-3 Statements using tax forms available at www.ParishSoftForms.com. The information in this manual is based on current instructions in The Department of Treasury, Internal Revenue Service documents "Instructions for Forms W-2 and W-2P", which is updated each calendar year, for filling out the W-2 and W-3 Forms and is subject to change as tax laws and procedures change.
END OF YEAR REPORTING 83
ConnectNow Church Accounting: Payroll User Guide
W-2 Setup Prior to printing W-2’s, you must first designate the deductions and benefits which should print in boxes 10-14 on the W-2.
1. Click Forms and choose Setup W-2 under Optional Setup.
2. Select the appropriate box where you want the pre-tax deductions and/or benefits to appear from the W-2 Box from the lookup window. See pages 84 and 85 for more information.
3. Enter the appropriate code in the W-2 Code field.
4. Non-Taxable Pay Item types may report in Box 14 of the W-2. Check the box at Print in W-2 Box 14 for those Non-Taxable pay item types you want to report in Box 14 (e.g. Housing Allowance)
5. Enter the three digit code you want to print in Box 14 in W-2 Box 14 Code (e.g. HOU). See page 86for more information.
6. Click Submit to save.
84
Box 10 Dependent Care
If you have a benefit for dependent care which falls under IRS §129, enter the code on this window. Normally, only benefit codes are entered on this window. In the case where a Cafeteria Plan is being run as a deduction, dependent care deduction codes may be entered on this window so the system may print the calendar year amount in Box 10 on the W-2 for participating employees. Be sure the amount of dependent care over $5,000 is also included in Box 1, 3, and 5 of the W-2. Alternately, if only reporting a few employees, you may directly enter the amount to be reported in Box 10 on the Edit W-2 window after preparing the W-2s (see Edit W-2 on page 87).
Box 11 Non-Qualified Plans
This window allows you to enter benefit codes you used to accumulate amounts of non-qualified deferred compensation benefits. Please note that this procedure is intended for an Eligible §457(b) and fully employer vested Non-Qualified Deferred Compensation plans only. Should you have a plan that is not either of the above, please contact a qualified tax accountant for assistance for filing a proper W-2 report. Be sure the amount of the benefit is also included in Box 1 of the W-2. Alternately, if only reporting a few employees, you may directly enter the amount to be reported in Box 11 on the Edit W-2 window after preparing the W-2s (See Edit W-2 on page 87).
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ConnectNow Church Accounting: Payroll User Guide
Box 12 403(b), Taxable Life Insurance, or
other codes
Report life insurance benefit costs for over $50,000 in coverage and deferred compensation deductions on this window.
Use the follow codes for reporting amounts in Box 12.
Code Description Additional
C
Taxable benefit of group term-life
insurance over $50,000. The Calendar
Year amount for the code on the Ded/Ben
tab on the Employee window for the
employee must be the cost of the coverage
over $50,000.
Be sure the amount is added
to the Taxable Wages in
Boxes 1, 3, and 5 (See Edit
W-2 on page 87).
D Non-taxable elective salary deferrals to a
401(k) or SIMPLE 401(k) retirement plan.
E
Non-taxable elective salary deferrals to a
403(b) retirement plan. This amount of
deferred compensation is not included
in Box 1.
F
Non-taxable elective salary deferrals to a
408(k)(6) SEP retirement plan. This
amount of deferred compensation is not
included in Box 1.
G
Non-taxable elective salary deferrals and
non-elective employer contributions to a
457(b) retirement plan. This amount of
deferred compensation is not included
in Box 1.
H
Non-taxable elective salary deferrals to a
501(c)(18)(D) tax-exempt plan. This
amount of deferred compensation is not
included in Box 1.
R
Used to report employer contributions to a
Medical Savings Account (MSA) benefit
code. The effect of this kind of deduction
varies from plan to plan. Depending on the
specific plan you have, this same amount
may need to be also included in boxes 1
and/or 3, and/or 5, and/or 16 on the W-2.
Edit these amounts on the
Edit W-2 window (See Edit
W-2 on page 87).
86
Code Description Additional
S
Non-taxable salary deferral to a 408(p)
SIMPLE retirement plan. This amount of
deferred compensation is not included
in Box 1.
T
Employer paid adoption benefits. This
amount is not included in Box 1 wages.
You must use IRS Form 8839 to calculate
the taxable and non-taxable portion of
these adoption benefits.
Like code R above, the
reporting of this benefit as
wages varies from plan to
plan. If needed, edit the
wage amounts on the Edit
W-2 window (see page 87).
AA After-tax contributions to a Roth 401(k)
retirement plan.
BB After-tax contributions to a Roth 403(b)
retirement plan.
CC
Report the employee’s amount of HIRE
exempt wages for 2010. Use the Edit W-2
window to enter the code and
wage amount.
DD
Report the aggregate cost of the applicable
employer-sponsored health insurance
coverage (optional in 2010 and 2011,
mandatory in 2012).
If only reporting a few
employees, you may
directly enter the codes and
amounts to be reported in
Box 12 on the Edit W-2
window after preparing the
W-2s (See Edit W-2 on
page 87).
Box 14 Allowances
Box 14 on the W-2 is for your own use to report information to employees. The Social Security Administration and the IRS ignore this box. The calendar year amounts of the codes, deductions or benefits you enter on this window are printed in Box 14 of the W-2 statement. A three-letter code may be printed to denote the printed amount. Also, if only reporting a few employees, you may directly enter the codes and amounts to be reported in Box 14 on the Edit W-2 window after preparing the W-2s (See Edit W-2 on page 87).
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ConnectNow Church Accounting: Payroll User Guide
Reprocess/Edit Employee’s W-2
Information
1. Click Forms and choose Edit Employee’s W-2 Information under W-2 Setup and Edit.
2. Select the Calendar Year from the lookup and click Show Year.
3. To insert that year’s information, click the Reprocess All button. This gathers the information entered in the system for that year and refresh the display.
4. If you need to manually adjust an Employee’s W-2, select the Employee’s name from the list on the left.
5. Click into any field to make manual adjustments to the W-2 if needed (e.g. adjust for Taxable Life Insurance over $50,000). You may not enter into fields grayed out; see
Enter Employer Information on page 17 and Tax Data Tab on page 36 to adjust if needed.
6. Click Reprocess to save your changes.
You must click the Reprocess All button to
refresh the W-2 information before making
any manual changes to the W-2.
If you click the Reprocess All button after
making manual changes, the system replaces
the W-2 back to its original data and you will
lose your manually entered changes.
88
W-2 Boxes – where is the information
located in ConnectNow Payroll?
Box Name Where in ConnectNow Payroll?
A Employee’s Social Security
Number
Employees > Tax Data Tab
B Employer EIN Setup > Employer Info > Federal Tax ID
C Employer Name & Address Setup > Employer Info
D Control Number Assigned by the system
E Employee Name Employees > General Tab
F Employee’s Address Employees > General Tab
Suff. Employee’s Suffix (Jr., Sr.,
etc.)
Employees > General Tab
1 Wages, tips, other
compensation
Employees > Accums Tab > Federal Tax Gross
in Calendar Year column
2 Federal Income Tax Employees > Accums Tab > Federal Tax
Withheld in Calendar Year Column
3 Social Security Wages Employees > Accums Tab > Social Security Tax
Gross in Calendar Year column
4 Social Security Withheld Employees > Accums Tab > Social Security Tax
Withheld in Calendar Year column
5 Medicare Wages Employees > Accums Tab > Medicare Tax
Gross in Calendar Year column
6 Medicare Withheld Employees > Accums Tab > Medicare Tax
Withheld in Calendar Year column
7
Social Security Tips Not available in ConnectNow Payroll; may be
edited on Edit Employee’s W-2
Information display.
8
Allocated Tips Not available in ConnectNow Payroll; may be
edited on Edit Employee’s W-2
Information display.
9
Advance EIC Payment Not available in ConnectNow Payroll; may be
edited on Edit Employee’s W-2
Information display.
10 Dependent Care Setup > Setup W-2’s
11 Nonqualified Plans Setup > Setup W-2’s
12 403(b), Taxable Life
Insurance, other
Setup > Setup W-2’s
END OF YEAR REPORTING 89
ConnectNow Church Accounting: Payroll User Guide
Box Name Where in ConnectNow Payroll?
13
Statutory Employee
Retirement Plan
Third Party Sick
Not available in ConnectNow Payroll; may be
edited on Edit Employee’s W-2
Information display.
If employee has a deduction or benefits that has
a category of “Retirement” or “Retire and
Tax Deferred”.
Not available in ConnectNow Payroll; may be
edited on Edit Employee’s W-2
Information display
14 Other Setup > Setup W-2’s
15 State Employees > Tax Data Tab > Applicable State
15 Employer’s State ID Setup > Employer Info > State ID
16 State Wages, tips, etc. Employees > Accums Tab > State Tax Gross in
Calendar Year column
17 State Income Tax Employees > Accums Tab > State Tax Withheld
in Calendar Year column
18 Local Wages, tips, etc. Employees > Accums Tab > Local Tax Gross in
Calendar Year column
19 Local Income Tax Employees > Accums Tab > Local Tax Withheld
in Calendar Year column
20 Locality Name Employees > Tax Data Tab > Locality
90
Print W-2 Review Before printing the W-2’s, ParishSOFT recommends that you print the W-2 Review report to examine the information that prints on the W-2’s.
1. Click Forms > W-2’s/W-3.
2. Select the Calendar Year from the lookup. The system will default to the current calendar year.
3. Select Paygroups as needed. The default is
to include all Paygroups.
4. Select Employees as needed. The default is to include all Employees.
5. Choose W-2 Review from the Form Name options.
6. Click Preview Report. Review this report for accuracy. If you find that you need to make changes to an Employee’s W-2, see page 87. If the W-2 Review report looks accurate, you can continue with printing your W-2’s.
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ConnectNow Church Accounting: Payroll User Guide
Print W-2’s/W-3’s After you have Setup W-2’s, Reprocessed/Edit Employee’s W-2 Information, and have examined the W-2 Review Report, you can now print the W-2’s. W-2’s can be printed on pre-printed or perforated blank forms. Forms are available at www.ParishSoftForms.com. NOTE: If you must file more than 249 employee’s W-2’s, you must file them electronically (see page 98).
1. Click Forms > W-2’s/W-3.
2. Select the Calendar Year from the lookup. The system defaults to the current calendar year.
3. Select Paygroups as needed. The default is to include all Paygroups.
4. Select Employees as needed. The default is to include all Employees.
5. Choose the appropriate W-2/W-3 form from the Form Name options (see page 92 for W-2 Form Examples).
6. Click Preview Report.
7. Load your printer with the W-2 forms and print just the first W-2 page to your printer. If you need to make any form adjustments, you can do so on the W-2/W-3 Report Selection Display. NOTE: Adjustments are made in 1/100 of inch increments. To move ¼ inch, enter 25, to move ½ inch, enter 50, to move 1 inch enter 100.
8. After you have the W-2’ forms lined up correctly with your printer, print the remaining W-2’s to your printer.
The IRS produces new W-2/W-3
forms each year and generally not
available until the last few months of
the calendar year. If you are
attempting to print a W-2 mid-year in
the current year and receive an error
message, the forms may not be
available from the IRS.
92
W-2/W-3 Examples W-2 Copy A, 2-Up Blank Paper (Employer’s Social Security Administration Copy)
END OF YEAR REPORTING 93
ConnectNow Church Accounting: Payroll User Guide
W-2 Copy D, 2-Up Blank Paper (Employer’s Copy)
94
W-2 Copy 1, 2-Up Blank Paper (Employer’s State, City, Local Copy)
END OF YEAR REPORTING 95
ConnectNow Church Accounting: Payroll User Guide
W-2 Employee Copies B&C, 4-Up Blank Paper (Employee’s Copy)
96
W-2 2-Up Pre-Printed (Printed on preprinted forms found at www.ParishSoftForms.com)
END OF YEAR REPORTING 97
ConnectNow Church Accounting: Payroll User Guide
W-3 Blank Paper
98
W-3 Preprinted (Printed on preprinted forms found at www.ParishSoftForms.com)
END OF YEAR REPORTING 99
ConnectNow Church Accounting: Payroll User Guide
W-2 Electronic Filing
After you have Setup W-2’s,
Reprocessed/Edit Employee’s W-2
Information, and have examined the W-2
Review Report, you can now choose to
file your W-2’s Electronically
(charges apply).
NOTE: If you must file more than 249
employee’s W-2’s, you must file them
electronically. Some States also require
electronic filing, check with your State
for their filing requirements.
1. Click Forms > W-2
Electronic Filing.
2. Select the Calendar Year from the
lookup. The system defaults to the
current calendar year.
3. Select Paygroups as needed. The
default is to include all Paygroups.
4. Select Employees as needed. The
default is to include all Employees.
5. Click Transmit W-2’s; you are
re-directed to the Nelco/ParishSOFT
Electronic Filing page.
6. Click Filing Information at the top and
review the information About your Data,
Filing Instructions, and Pricing
Information. Charges reflected in the
W-2 Service box are per employee.
7. Click Dashboard. If this is your first
year filing electronic W-2’s in
ConnectNow Payroll, click the Create
Account link and create an account for
your church.
NOTE: If you create an account, enter
the Username and Password and skip to
step 11.
8. Enter and confirm your email address and
password and click Step 2.
NOTE: Passwords must be between 8 and
30 characters.
9. Enter the required information on the
User Information window, including
your Name, Company/Church Name,
Address and Phone information.
Click Step 3.
10. Confirm the User Information entered
and click Yes, I want to start filling
out forms.
100
11. In the Services box, select from the e-
filing offerings, and note the options
selected next to each employee’s name:
a. Package 1 includes Federal and State
E-filing and will print and mail each
employee their W-2.
The church will only have to print
the Employer’s copy for their
records from ConnectNow Payroll.
b. Package 2 includes Federal E-filing
and will print and mail each
employee their W-2.
The church will have to submit to the
State on paper and print only the
Employer’s copy for their records
from ConnectNow Payroll.
c. Federal E-filing includes only E-
filing to the Federal Government.
The church will have to submit to the
State on Paper and print and
distribute the Employee’s W-2 and
print the Employer’s copy for
their records.
d. State Filing includes only E-filing to
the State.
The church will have to submit to the
Federal Government on Paper and
print and distribute the Employee’s
W-2 and print the Employer’s copy
for their records.
e. Recipient Mailing includes only the
employee’s W-2’s printed and
mailed to each employee.
The church will have to submit to the
Federal and State on Paper and print
the Employer’s copy for
their records.
12. Select the Employees by clicking the
checkbox next to the
affected Employees.
13. Click Next.
14. At the Checkout window, you can
choose to print a Summary Report or
Detail Report for your records.
END OF YEAR REPORTING 101
ConnectNow Church Accounting: Payroll User Guide
15. You can also choose to remove an
Employee should you have selected an
employee in error.
16. Review the total charges and click Next.
17. Enter the Credit Card information and
click Next.
18. Review the Credit Card information
provided and edit the cart if needed.
Click the checkbox at the Affidavit and
click Confirm and Submit.
19. You will receive an Order Confirmation
with a Batch Number. Record this
Batch Number for your records.
20. Click the View Status and Reports
button to review the status of the filing.
21. Click the Print Forms button to print,
view or save the Employer’s copies and
any additional State, City, or Local W-
2’s that need to be provided to
your employees.
22. Click the Print Receipt
button to print a receipt of the
applicable W-2 filing charges
for your records.
23. Click the X in the upper right
corner of the display to exit
this window.
24. Return to Payroll > Forms >
W-2 Electronic Filing and
click the Check Status
button periodically over the
next day or two to verify that
your electronic filing was
accepted or if there were
issues or problems you need
to address.
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ConnectNow Church Accounting: Payroll User Guide
REPORTS
104
Reports
The ConnectNow Church Accounting Payroll
system offers a complete selection of
standard reports. You can also memorize
and save reports.
To view your standard and
memorized reports, click on the
Payroll tab and click the
Reports icon.
The system saves your Standard Report
formatting and sort selections, so when you
run those reports in the future, your
preferences are already selected for you.
Reports are organized into the following
categories. Click any category heading to
view and select reports.
Paycycle
Current Earnings
Payroll Summary
Taxable Wages
Ledger Distribution
Pay Distribution
Detailed Deductions
Retirement Wages
Paycheck Register
Paycheck Stub
Deduction Benefit – Employee Detail
Employee Blank Timecards
Employee Directory
Employee Record
Tax Status
Personal Time
Employee Pay Status
End of Period Accumulations
Taxable Pay and Withheld
Deduction/Benefit Accumulations
Retirement Accumulations
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ConnectNow Church Accounting: Payroll User Guide
Federal Federal Unemployment
Federal Tax Remittance
State and Local State Unemployment
State Accumulations
Local Accumulations
106
Report Options
Date Selections
Standard report selections default to the
current fiscal month and year. But you can
choose to print reports in Payroll for any
time frame needed.
Review the Payroll Dashboard, or the
current fiscal month located under Log Out
in the upper right corner of the display for
your current fiscal month and year.
End of Period reports have the following
date range selection availability.
You can select from:
Month to Date
First Quarter
Second Quarter
Third Quarter
Fourth Quarter
Fiscal Year to Date
Calendar Year to Date
Some reports are based on a “Period
Ending” concept. You can select any fiscal
month and year to report on.
Paygroup Selections
In most reports, you can make a selection on
Paygroup, choosing to print a report for a
single, multiple or all Paygroups in the
system. The default selection is to include
all Paygroups.
Selected items turn from white to blue. To
select multiple items, hold down the Ctrl key
on the keyboard and click the items you’d
like to select.
To clear the selections, click the X in the
upper right corner of the box.
Employee Selections
In many reports, you can make a selection
on specific Employees, choosing to print a
report for a single, multiple or all Employees
in the system. The default selection is to
include all Employees.
Selected items turn from white to blue. To
select multiple items, hold down the Ctrl key
on the keyboard and click the items you’d
like to select.
To clear the selections, click the X in the
upper right corner of the box.
REPORTS 107
ConnectNow Church Accounting: Payroll User Guide
Tax Statement Type Options
Two End of Period reports, Accumulations and Taxable Pay and Withheld, allow you to print the report for W-2 employees only, no statement employees only, or all employees. Click the down arrow at Tax Statement Type: to choose the report option.
Sort Options
Many reports allow you to choose how you
would like your report to be sorted
and sub-totaled.
Click the down arrow at Sort report data by:
and choose from the items on lookup table.
Report Format
The Ledger Distribution report allows you to
print the report either in Summary or Detail.
If you choose to print the report in
Summary, you see only the totals based on
the Group Sections you previously selected.
If you choose to print the report in Detail,
you see each individual account listed on
your Chart of Accounts.
Report Sub-Title
You may choose to add a Report Sub-Title to
your Reports.
108
Memorized Report
Groups
Any Payroll report groups that your church
staff has memorized display in this area.
Memorized reports are unique to each
church—the examples shown below are
from a demonstration church database
and will not be available in your system.
REPORTS 109
ConnectNow Church Accounting: Payroll User Guide
Memorize a Report Group
Use the Memorize feature to save your report with any special selections and/or
filters that you have applied.
To memorize a report, complete the following steps.
1. Select your report and apply any special selections or filters.
2. Click the Memorize Report button.
3. Type a name for your report and select a Group from Existing Group lookup table. If
you have not previously created a new Group, click into the Enter New Group
Name and enter the name of the Memorized Report Group.
4. Click the Memorize Report button.
Your report is available from the Memorized Reports menu, located on the right side of your
Reports screen.
Memorized reports can be modified and saved or deleted.
110
Print a Memorized Report Group
After you have Memorized the various reports needed into Report Groups, you can quickly edit
and print them as needed.
1. Click Reports and select the Memorized Report Group to print.
2. A listing of all of the reports in the Memorized Report
Group displays.
3. Click Preview All Reports to view and print all of the reports in the Memorized
Report Grouping.
4. Click Rename Group if you would like to change the name of the Memorized
Report Group.
5. To edit the selections on any report in the Memorized Report Group, click the report
name and make any edits to the selections as needed.
REPORTS 111
ConnectNow Church Accounting: Payroll User Guide
Exporting Reports
All reports can be exported from ConnectNow Fund Accounting into various report types. The
exported reports can then be viewed, edited and emailed as needed.
Select the report you would like to export and make any selections as needed, then click
Preview Report.
Click the lookup table in the upper right corner to determine the format of the export.
PDF – Portable Data File - Defaults to Adobe Reader (report may not be edited in
PDF format)
XLS – Defaults to Microsoft Excel
RTF – Rich Text Format - Defaults to Microsoft Word
MHT – MIME HTML - Defaults to Microsoft Internet Explorer
Text – Defaults to Notepad
CSV – Comma Separated Value - Defaults to Microsoft Excel
Image – Defaults to PNG Image reader
To export directly to your hard drive, click the button. You are prompted to select where you
would like to save the file on your local computer.
To export the report and open it in the default application, click the button. The report
opens in the file type’s default application.
112
Print 941 At the end of each Quarter, you must print a 941 and submit to the Federal Government with a payment for any taxes due.
Set Employer Information First time users of Ledger & Payables must set up their Employer Information prior to printing the 941 (see page Enter Employer Information on page 17).
Print 941
1. Click Forms > 941.
2. Select the Calendar Year from the lookup table (system defaults to the current calendar year).
3. Select the appropriate quarter from First Quarter, Second Quarter, Third Quarter or Fourth Quarter.
4. If needed, select any paygroups (system defaults to All Paygroups).
5. Choose either 941 Blank Paper or Schedule B (941) Blank Paper from Form Name.
6. Click Preview Report.
7. You are given the opportunity to edit the information to print on the 941. If you edit the form, keep in mind the following: a. If you adjust any number in a box on the
form, the system does not recalculate values.
b. If you adjust any number in a box on the form, you must make the same adjustment to all related values.
c. The form 941 data page enables you to edit both the 941 and Schedule B forms. If you need to make changes to both forms, you must complete the process twice – specifically for the area that each form addresses – because changes to the Schedule b are not recalculated in the 941 form (and vice versa). For example, suppose that you change the amount of
a tax liability for a month in the Schedule B’s data area, you must also reflect that change by editing the Month total on Form 941 (line 17).
d. If you need detailed information and specific instructions on completing the 941, go to www.irs.gov for more information.
8. Click Submit to print the 941 or Schedule B.
113
ConnectNow Church Accounting: Payroll User Guide
ADMINISTRATOR TASKS
114
Manage Users Administrators can create new user accounts, reset passwords, and deactivate user accounts. You can choose to have as many people access your ConnectNow Church Accounting System as you would like, and you can have multiple people listed as a Church Administrator. Those people listed as Church Administrator have complete access to everything in your system. Those people listed as Church Users have a concept of Permissions; where you can determine what you want them to have access to and what you do not want them to access.
Add New User
1. Click the Church Manager tab.
2. Click the Add a User button.
3. Enter the User Name, Password, and Confirm Password. Passwords must be between 8 and 12 characters and must contain at least one letter and at least one number.
4. If you would like the user to determine their own password, click the Force Password
Change box and the system prompts them for a new password the first time they log in.
5. Enter the First Name and Last Name.
6. Enter the user’s Email Address. ParishSoft uses that email address to contact each ConnectNow user when updates and system maintenance tasks are scheduled.
7. Select the Role (e.g., Church User or Church Administrator).
8. The Active box is checked by default to activate the user’s account.
9. Click Submit.
ADMINISTRATOR TASKS 115
ConnectNow Church Accounting: Payroll User Guide
Reset a User’s Password Administrators can reset passwords for other users.
1. Click the Church Manager tab.
2. Click the Go button to view the user account.
3. Click Reset Password.
4. The system displays a system generated Password. Give this password to the user.
5. Click Submit.
The next time the user logs in to Ledger and Payables with the system generated password, he or she is asked to reset the password.
Deactivate a User Account To prevent a user from logging into the system, open the user’s account details using the procedure listed above. Uncheck the Active button and click Submit. The user’s account now displays on the Login User List with False indicated under the Active column. Users may log in to Ledger and Payables display True in this field.
116
Permissions Those listed as Church Administrators have complete access to everything in the ConnectNow Fund Accounting system, and there is no concept of Permissions. It is recommended that you limit the number of Church Administrators to just a few people within your organization. The Payroll system’s Permissions settings allow administrators to control which Parish Users can perform certain tasks or access certain information. For example, you may allow a specific staff member to enter timecards and personal time but prevent that same user from printing checks. Administrators click the Permissions icon to manage privileges for users with the Church User login type. Use the checkboxes to grant or remove access to any of the ConnectNow Church Accounting modules, as well as any Read, Write or Delete privileges to the following specific functions within the payroll system.
1. From the Church Manager tab, click Permissions.
2. Click the down arrow at Quick Find and you’ll notice only those listed as Church Users. Select the Church User that you would like to edit their permissions.
3. You can choose to have the Ledger and Payables and/or Payroll tab Show or not
show when the user logs into ConnectNow Fund Accounting. The Show box must be checked if any individual items are checked. For example, you may want the Payroll tab to show, but not the Ledger & Payables tab. Simply remove the checkmark at Ledger & Payables Show and the user cannot see the Ledger & Payables tab or access any element of Ledger & Payables. NOTE: You must Show either the Ledger & Payables Tab or the Payroll Tab for the Church User to log in. If neither tab is set to Show, the user will be unable to log in.
4. You can select from Read, Allow/Write and Delete columns.
The Read column allows the user to view the display.
The Allow/Write column allows the user to add new or change existing data for that item.
The Delete column allows the user to remove the item in its entirety.
5. Place a checkmark in the columns and items
that you want the user to access.
6. Click Submit to save.
ADMINISTRATOR TASKS 117
ConnectNow Church Accounting: Payroll User Guide
Audit ConnectNow Fund Accounting offers a complete Audit trail of your system, including the ability to filter for the specific item in which you are inquiring.
1. From the Church Manager tab, click Audit.
2. The items are listed in chronological
order and you can view 100 records at one time.
3. Select the Manager (user name),
Area and/or Audit Date range of the items you would like to review and click Search.
4. For more information on the transaction, click the Expand button to the right of the entry to gather more information about the transaction. Click Collapse to hide the details on the display.
5. To create a printed copy of the Audit, click the Preview Report button.
Expand button
118
{Intentionally Blank}
119
ConnectNow Church Accounting: Payroll User Guide
INDEX
120
1099 Vendor Setup, 34
403(b), 23
About this Manual, 9
Absence
Personal Time Management, 74
Account Distributions, 26
Copy, 27
Edit, 28
Expense Accounts, 26
Fix Errors, 57
Gross Pay Expense Accounts, 26
Liablity Accounts, 26
Payroll Requirement, 57
Quick Find, 28
Accumulations
Allowance, 45
Federal Tax Gross Wages, 45
Federal Tax Withheld, 45
Gross Pay, 45
Local Tax Gross Wages, 45
Local Tax Withheld, 45
Medicare Gross Wages, 45
Medicare Withheld, 45
Net Pay, 45
Other Deductions, 45
Social Security Gross Wages, 45
Social Security Withheld, 45
State Tax Gross Wages, 45
State Tax Withheld, 45
ACH File
Create, 65
ACH Information, 17, 18
Administrator
Add New User, 114
Audit, 117
Deactivate User Account, 115
Permissions, 116
Reset Password, 115
Allowance Accumulations, 45
Allowances, 37, 38, 39
Annual Pay Amount, 39
Audit, 117
Benefits, 23
Add New, 23
Code Number, 24
Delete, 25
Delete from Employee, 42
Description, 24
Edit, 23, 25
Quick Find, 25
Subject to Tax, 24
Template, 23
Type, 24
W-2 Category, 24
Calculate, 57
Fix Errors, 57
Change a Check Number, 62
Check Layout, 29
Check Stock
Where to purchase?, 29
Checks
Change a Check Number, 62
Church Responsibility, 82
Clergy Salary, 27
Close Payroll, 68
Check Number Assignment
Requirement, 64
Dashboard
Graph, 13
Wage Totals, 13
Dashboard View, 13
Data Conversion, 8
Deduction
Add New, 23
Deduction/Benefit
Add More Lines, 42
Amount, 42
Current Year, 42
Delete, 42
Edit Paycheck Line Items, 60
Elective, 42
Limit, 42
Prior Year, 42
Deductions, 23
Code Number, 24
Delete, 25
Delete from Employee, 42
Description, 24
Edit, 23, 25
Quick Find, 25
Subject to Tax, 24
INDEX 121
ConnectNow Church Accounting: Payroll User Guide
Template, 23
Type, 24
W2 Category, 24
Default Check Sequence, 21
Delete Paycheck, 61
Direct Deposit
Account Type, 48
ACH setup, 17
Add More Lines, 49
Amount or Percentage, 48
Bank Account Number, 48
Create ACH file, 65
Delete, 49
Direct Deposit Participation, 48
Distribute to Accounts by, 48
Employee Setup, 48
Percentage or Amount, 48
Plain Paper Allowed, 67
Prenote Date, 48, 49
Print Receipts, 65, 67
Remittance Advices, 65
Routing Number, 48
Unlimited Number of Accounts, 48
Edit Employee's W-2 Information, 87
Edit Paycheck, 60
Calculate Process Overrides Edits, 60
Edit Timecards, 55
ParishSOFT, 2
Emergency Contact, 34
Employee
Active, 35
Add New, 34
Address, 34
Allowances, 37, 38, 39
Annual Amount, 40
Applicable State, 37
Birthdate, 34
Custom Date, 36
Custom Long Text, 36
Custom Number, 36
Custom Text, 36
Deceased, 35
Dependents, 37
Emergency Contact, 34
Employment & Custom Information,
35
Employment Date, 35
Extra, 37, 38, 39
Federal Tax, 38
First, Middle, Last Name, 34
Gender, 34
Hours/Units, 40
Job Category, 35
Job Title, 35
Last Physical, 35
Local Tax, 38
Marital Status, 37, 38, 39
Multi-Account Distribution, 41
Override, 37, 38, 39
Pay Group, 39
Pay Period Amount, 40
Phone Numbers, 34
Physical Limitations, 35
Rate of Pay, 39
Record Payroll Totals for New Users, 70
Reports, 104
Retirement Number, 35
Salary Expense Account, 40
Social Security Tax, 36
State Tax, 37
State Unemployment, 37
Suffix, 34
Termination Date, 35
Employee 1099 Vendors, 34
Employee Information, 34
Employee Record
Accumulations Tab, 45
Deductions/Benefits Tab, 42
Direct Deposit Tab, 48
Employment/Custom Tab, 35
General Tab, 34
Pay Data Tab, 39
Paycheck History Tab, 50
Personal Tab, 46
Tax Data Tab, 36
Employees Icon, 14
Employer Information, 17
941, 112
Address and Address 2 fields, 18
122
Bank Account Number, 18
Batch Number, 18
Contact Information, 18
Federal Tax ID field, 18
Immediate Destination field, 18
Immediate Destination Name field, 18
Immediate Origin field, 18
Local Tax ID, 18
Originating DFI, 18
State Tax ID, 18
Employer Name field, 18
Employer Responsibility, 82
End of Year Processing
Personal Time, 77
W-2, 82
Errors
Fix Issues Found in Payroll
Calculation, 57
Exporting Reports, 111
Extra Tax Withholding, 37, 38, 39
Federal Tax
Gross Accumulations, 45
Tax ID Number, 17
Tax ID Number field, 18
Withheld Accumulations, 45
Withhold, 38
Flowchart of Payroll Setup, 16
Garnishment, 23
Gross Pay Account, 27, 28
For Pay Item, 21
Gross Pay Accumulations, 45
Health Care Benefits, adding, 43
Hours in Pay Period, 39
Insurance, 23
Introduction, 8
Job Category
Delete, 73
Quick Find, 73
Set up, 73
Job Title, 35
Ledger & Payables
integration with, 8
Setup Required Prior to Payroll
Processing, 16
Local Tax
Delete, 80
Find, Select, 80
Gross Accumulations, 45
Set up, 80
Tax ID Number, 17, 18
Withheld Accumulations, 45
Withhold, 38
Log In, 11
Log Out, 11
Manage Deductions and Benefits, 23
Marital Status (state, federal, and local),
37, 38, 39
Medicare
Gross Accumulations, 45
Withheld Accumulations, 45
Memorized Report Group, 108, 109
Monthly
Pay Group Setup, 19
More Lines, 41, 42, 47, 49, 76
Navigation, 13
Net Pay Accumulations, 45
Next Step of Payroll Process, 13
Other Deductions Accumulations, 45
Override Tax Withholding, 37, 38, 39
Parish Administrator
Privileges, 8
rights versus Parish User, 8
Parish User Privileges, 8
Parishsoft Responsibility, 82
Pay Data
Add More Lines, 41
Delete a Line Item, 41
Pay Group, 39
Pay Frequency, 19
Pay Group
Delete, 20
Description, 20
Edit, 20
Pay Group Number, 20
Pay Periods Per Year, 20
Quick Find, 20
Pay Groups
Select During Payroll Processing, 54
Setup, 19
Pay Item, 21
Check Sequence, 55
Default Check Sequence, 21
INDEX 123
ConnectNow Church Accounting: Payroll User Guide
Default Gross Pay Account, 21
Delete, 22
Delete on Timecard, 56
Description, 21
Edit, 22
Pay Item Type Field, 21
Quick Find, 22
Taxable and Non-Taxable, 21
Pay Periods Per Year, 19
Paycheck
Delete, 61
Printing, 62
Void, 61
Paychecks
Beginning Check Number, 64
Check Numbers, 64
History, 50
No Checks Printed, 63
Number Restrictions, 64
Pop Up Blocker, 63
Printed Correctly, 63
Some Printed Correctly, 63
Paychecks Tab
Amount, 50
Cleared, 50
Date, 50
Display Year, 50
Number, 50
Voided, 50
Payroll
Requirements, 57
Payroll Check Layout, 29
Customize, 29
Payroll Process
ACH Receipts, 65
Calculate, 57
Check Numbers, 64
Check Sequence Defaults, 55
Close Payroll, 68
Closed Payroll Requirement, 53
Delete Deduction/Benefit, 60
Delete Paycheck, 61
Delete Timecard, 56
Delete Timecard Item, 56
Direct Deposit ACH File, 65
Edit Deduction/Benefit, 60
Edit Existing, 52
Edit Paychecks, 60
Edit Wages, 60
New, 53
Overview, 52
Paygroup Selection, 54
Pop Up Blocker, 63
Print Checks, 62
Problems Printing Paychecks, 63
Recalculate Select Employees, 57
Requirements, 57
Reset Timecards, 56
Review, 59
Save ACH File, 66
Select Employees, 54
Timecard Entry, 55
Void a Paycheck, 61
Payroll Process Icon, 14
Payroll Process Steps
#1 Setup Payroll, 53
#2 Select Employees, 54
#3 Edit Timecards, 55
#4 Calculate Payroll, 57
#5 Review, 59
#6 Edit Paychecks, 60
#7 Print Checks, 62
#8 ACH File, 65
#9 Close Payroll, 68
Permissions, 116
for ConnectNow Church Accounting, 116
Personal Time
Add, 47, 76
Amount per Payroll, 46
Delete, 47, 74, 76
Earned, 47
Earned as Lump Sum, 76
Earns per Payroll, 75
End of Year Processing, 77
Entry, 74
Limits, 47, 76
Management, 74
Quick Find, 74
Record, 47, 74
Set up, 74
Personal Time Processing Options, 78
124
Phone numbers
for ParishSOFT, 2
Pop Up Blocker, 31, 63
Prenote Employees, 79
Print Checks, 62
Print W-2 Review, 90
Print W-2's, 92
Privilege Levels, 8
Tabs Visible to your Log in, 13
Process W-2's, 87
Quick Find
Account Distributions, 28
Deductions/Benefits, 25
Job Category, 73
Pay Group, 20
Pay Item, 22
Personal Time, 74
Rate of Pay, 39
Reporting, 8
Reports, 104
Date Selections, 106
Employee, 104
Employee Selections, 106
End of Period, 104
Exporting Reports, 111
Memorize, 109
Memorized Report Group, 108
Options, 106
Paycycle, 104
Paygroup Selections, 106
Report Format, 107
Report Sub-Title, 107
Sorting and Grouping, 107
State and Local, 105
Review Payroll, 59
Salary Expense Account, 21
Security
Add New User, 114
Audit, 117
Deactivate User, 115
Log In, 11
Log Out, 11
Permission settings, 116
Permissions, 116
Reset Password, 115
Semi-Monthly
Pay Group Setup, 19
Set Up Payroll Process, 53
Setup
Local Tax, 80
Setup
Account Distributions, 26
ACH Information, 18
ACH Prenotification, 79
Employer Address, 18
Employer Information, 17
Employer Name, 18
Federal Tax ID, 18
Flowchart for New Users, 16
Job Category, 73
Local Tax ID, 18
Pay Groups, 19
Pay Items, 21
Personal Time, 74
Prenote Employees, 79
Start Up Employee Totals, 70
State Tax ID, 18
Setup
W-2, 83
Social Security
Gross Accumulations, 45
Recommended format for employee
name, 34
Withheld Accumulations, 45
Withhold Tax from Employee Pay, 36
Start Up Employee Totals, 70
Enter Employee Deductions/Benefits, 72
Enter Employee Gross Wages, 71
State Tax
Gross Accumulations, 45
Tax ID Number, 17
Withheld Accumulations, 45
Withhold, 37
State tax ID fields, 18
State Unemployment, 37
Subject to Tax
Deductions/Benefits, 24
Support
phone and email information, 2
Support Links, 10
Tax Data Data Fields, 36
INDEX 125
ConnectNow Church Accounting: Payroll User Guide
Tax tables
auto-updated, 8
Technical support, 2
Timecard
Delete, 56
Delete Pay Item, 56
Edit Wages, 60
Entry, 55
Reset, 56
Training, 9
User Checklist, 9
Users
Add New User, 114
Deactivate, 115
Permission Settings, 116
Permissions, 116
Reset Password, 115
Void a Paycheck, 61
W-2, 82
Box 10 Definition, 84
Box 11 Definition, 84
Box 12 Code Descriptions, 85
Box 12 Definition, 85
Box 14 Definition, 86
Deceased Employee Status, 35
Deduction/Benefit Box Designation, 83
Edit Employee W-2 Information,
87
Examples, 92, 93, 94, 95, 96
Print, 91, 99
Process W-2, 87
Reprocess W-2, 87
Review, 90
Setup, 83
Where is the information located?, 88
W-2 Category
Field Definition, 24
Other, Retirement, Tax Deferred, 24
W-2 Electronic Filing, 99
W-3, 82
Examples, 97, 98
Print, 91, 99
Review, 90
Setup, 83
Wages
Edit Line Items on Paycheck, 60
Weekly
Pay Group Setup, 19