Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing...
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Transcript of Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing...
Slide#: 1 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™Fixing FICA/SS/Other % Taxes
Price: Call $$$(generous discounts on multiple purchase)
cms2PR Proc-TaxesFix ™Fixing FICA/SS/Other % Taxes
Price: Call $$$(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 04/26/2009
Product & Bundle Pricing>> Highest Product full price <<
Product & Bundle Pricing>> Highest Product full price <<
Single Bundled
cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56
cms2AR AutoCreditHold $ 350 $ 175
cms2AR AreaCodeFix or Add Fax #’s or Add SIC $ 350 $ 175
cms2AR CopyCustomers-Prospects $ 350 $ 175
cms2SH ShippingNotifications $ 155 $ 74
cms2EX Excel $ 199 $ 99
cms2EM Email $ 89 $ 44
cms2AR IntegrityVer $ 350 $ 175
cms2AR PhoneCheck/Fax $ 88 $ 44
cms2AR PwrEntry $ 350 $ 175
cms2UF LookupEnh+ or cms2UF UDF $100 $ 50
cms2EM PDFblaster+ Call $$$
A Little Advertising
Slide#: 3 © GPS Financial Services 2008-2009Revised 04/26/2009
To empower the user’s of the Cougar Mountain’s Professional Version:
– To improve the ease of use
– To assist in spot changes in trends
– To maximize cash follow by:
• reducing inventory under-stock’s/over-stock’s
• Maximizing collections on accounts receivable
– To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS
Statement of GoalsStatement of Goals
Slide#: 4 © GPS Financial Services 2008-2009Revised 04/26/2009
1. Product Info
2. Installation
3. Troubleshooting
4. Upgrades, Service Packs & Smart Patches
5. Technical Info
6. Future Plans
7. Ordering Info
8. Other Products
9. Enhanced Reports
10.Examples & FAQ’s
11.Tips & Tricks
Sections to this presentationSections to this presentation
Slide#: 5 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 6 © GPS Financial Services 2008-2009Revised 04/26/2009
Added Functionality
Improved User friendliness
Quickly fix missing or bad data
Module Integrity Verification
Compatible with CMS Versions 4 through 12 & V2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Slide#: 7 © GPS Financial Services 2008-2009Revised 04/26/2009
PR taxes normally get off when PR Taxes are not recalculated after making changes to gross earnings
Another reasons if the tax rates or tax limits were in error
Try to make your adjustments in a way that adjustments stay within the same governmental agency to minimize interest and penalties. So FICA/SS should be offset by a change to Federal income tax, and state adjustments should be offset by changes to State income tax.
Remember to correct both the employee and the employer sides
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Slide#: 8 © GPS Financial Services 2008-2009Revised 04/26/2009
Backup your files first. Never do a restore of data without help from a tech support person.
Steps you need to put in two transactions, an non-check addition and a payroll correction that net to the changes needed. But its most efficient to start off entering both entries as a check, calculate taxes, then change one to be a non-check addition and the other to be a payroll correction.
Its best to pick a dollar amount large enough so that adjustments won’t result in a negative net check (usually $1,000.00 is enough). You may want to reverse all the activity for the quarter.
Advanced users, can use the EndOfYr.exe, to test the changes in another company code.
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Slide#: 9 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Change PR Local Transaction Date to Minimize Date Errors
Slide#: 10 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Turn off the integration to BRyou will need to put in the
GL Cash Acct
Slide#: 11 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Recommend a separate batch,if your PR isn’t set up for multi-batch mode,
make sure that the batch is empty
Slide#: 12 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Enter Adjustments
Slide#: 13 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Trans #1 & 2 - Enter as a check to start, enter the date for a quarter for not yet
filed
If your problem relates to errors in shelter coding, it would be best to post the positive and negative transactions in separate batches,
change the shelter coding in between
Slide#: 14 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info Enter as amount
Slide#: 15 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info Calculate Taxes
Slide#: 16 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Enter Adjustments
Slide#: 17 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Select Transaction #1
Slide#: 18 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Trans #1-Change to non-check Addition , keep the calculate taxes at none
Slide#: 19 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Before change
Slide#: 20 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Trans #1-Change Federal and/or State Withholding and zero SS to both
Employee & Employer
Slide#: 21 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Select Transaction #2
Slide#: 22 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Trans #2-Change to Adjustment which is a negative transaction, keep the
calculate taxes at none
Slide#: 23 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Trans #2-Change Federal and/or State Withholding and zero SS to both
Employee & Employer
Slide#: 24 © GPS Financial Services 2008-2009Revised 04/26/2009
Recalulate taxes - (since each record is marked as do not recalculate taxes, this step will only update the calculate taxes flag)
Edit report & check carefully
– Check Date
– Check tax amounts
– Taxes and that the net check amount match to the penny
Do a backup of the data (advanced users can copy the files to a temporary company code)
Post entries (if you get message that checks not printed, its OK)
Check that the adjustment resulted in the correct amounts
Reset BR reconciliation flag to the same setting as before
cms2PR Proc-TaxesFix ™ Installation Instructions
cms2PR Proc-TaxesFix ™ Installation Instructions
Slide#: 25 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Product Info
cms2PR Proc-TaxesFix ™ Product Info
Turn back on the integration to BR
Slide#: 26 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 27 © GPS Financial Services 2008-2009Revised 04/26/2009
Not applicable
cms2PR Proc-TaxesFix ™ Installation Instructions
cms2PR Proc-TaxesFix ™ Installation Instructions
Slide#: 28 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 29 © GPS Financial Services 2008-2009Revised 04/26/2009
This product should require no troubleshooting. Its beautiful in its simplicity.
Re-indexing is almost always a first step
If a record locking error occurs, use UTICMS to delete any blank records
If problems still exist, use dbFix & FileFix to rebuild the file
If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.
cms2PR Proc-TaxesFix ™ Troubleshooting
cms2PR Proc-TaxesFix ™ Troubleshooting
Slide#: 30 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 31 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Upgrades, Service Packs & Smart Patches
cms2PR Proc-TaxesFix ™ Upgrades, Service Packs & Smart Patches
This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility
If a custom report was installed, it will need to be reloaded
Slide#: 32 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 33 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Technical Information
cms2PR Proc-TaxesFix ™ Technical Information
Pending
Slide#: 34 © GPS Financial Services 2008-2009Revised 04/26/2009
The pricing on future enhancements is not known at this time
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 35 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Future Plans
cms2PR Proc-TaxesFix ™ Future Plans
Pending
Slide#: 36 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 37 © GPS Financial Services 2008-2009Revised 04/26/2009
How Can I Get the CMStotheMax ™ Products?
How Can I Get the CMStotheMax ™ Products?
You can get this product from your favorite Cougar Mtn Dealer
or
GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)
13337 South Street #352
Cerritos, CA 90703
714 228-5444 Phone
800 531-2944 Fax
email us at: [email protected]
Slide#: 38 © GPS Financial Services 2008-2009Revised 04/26/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 39 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2EM Email ™
cms2EX Excel ™
cms2EM PDFblaster ™
cms2AR PowerEntry+ ™
cms2AR AutoCreditHold ™
cms2SY Lookup-Enh ™
cms2OE Collection-Notes ™
cms2AR PastDueNoticestm
cms2CM Collections ™
cms2RRW Reportstm
cms2R&R LearnCDtm
cms2RAR AreaCodeFix ™
cms2OE Unpost ™
cms2R&R LearnCDtm
cms2SH UPS/Fedex/more ™
cms2SH ShippingAcknow ™
cms2CT ContactMgt ™
Cougar-Magic ™ cms2SY UDF ™
Top Sellers & New ProductsTop Sellers & New Products
Slide#: 40 © GPS Financial Services 2008-2009Revised 04/26/2009
Product OverviewProduct Overview
Accounts Receivable& Collections
Inventory& Purchasing
Payroll &Human Relations
Export toExcel/PDF
& eMail/Fax Software &Hardware
Sales
Security &User-friendliness
& More
Support Services& Training
General Ledger& Taxes
ReportsEnhanced
Selling &Shipping/Acknow.
Overview
Slide#: 41 © GPS Financial Services 2008-2009Revised 04/26/2009
Slide#: 42 © GPS Financial Services 2008-2009Revised 04/26/2009
Enhanced & Custom Reports PricingEnhanced & Custom Reports Pricing
Normal Enhanced Report
Single Normal Enhanced Report $ 55
All normal enhanced reports in a module$100
All normal enhanced reports, report tab only all modules $188
All normal enhanced reports for all modules $288
Premium Enhanced Reports
Comparative Sales & Profits (2 period or 3 periods)$110
Customers with no purchases in a date range $ 55
Past Due Invoices in a date range$110
Slide#: 43 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 44 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Examples
cms2PR Proc-TaxesFix ™ Examples
Pending
Slide#: 45 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ by CMS to the MAX
cms2PR Proc-TaxesFix ™ by CMS to the MAX
Slide#: 46 © GPS Financial Services 2008-2009Revised 04/26/2009
cms2PR Proc-TaxesFix ™ Tips & Tricks
cms2PR Proc-TaxesFix ™ Tips & Tricks
Pending