1. W-2 Solutions from MHC Software, Inc.
Presented by:
Sherry Diedrich
MHC Software, Inc.

2. Agenda Introduction to MHC Software, Inc. W-2 Processes
Integration with Lawson Applications
“Reissued” W-2 Documents
W-2C
Document Express W-2 Demonstration
Electronic Solutions
W-2 Integration with Lawson Self-Service
Electronic W-2 Demonstration
Electronic Pay Stub Delivery

3. MHC Software, Inc. Privately held, established in 1980
Located in Burnsville, MN
10+ year Lawson Business Partner
Document Express is our flexible payment and document distribution system
~500 client installations
80% of client base is Lawson users

4. Integration with Lawson Applications
Document Format
Account Management
file import
Standard Lawson PR297 File
Automatic Annual W-2 Updates
Custom W-2 Formatting
Mark “Reissued” W-2 Documents
W-2C Documents
Distribution Options in Paper and Electronic Formats
Printer B

5. Integration with Lawson Applications
Standard PR297 Output File
Document Express to print the entire face of the W-2 documents
“Reissued” W-2 Documents
Capability to Correct W-2 Documents
Complete view of document prior to printing and in document history

6. W-2C (Corrections)
Document Express provides the ability to correct the W-2 form into W-2C. The print function in Document Express allows the user to print the Federal Copy A on a preprinted infrared scan able form as required by the IRS. All other pages will be imaged and posted to W-2 Self-Service including the instruction page.
A default will be sent to both the default address and the secondary address if one was entered by the employee.
The W-2 Self-Service Page will show both the original 2004 W-2 and the Corrected W-2 Document if applicable

7. Document Express W-2 Module
Demonstration of the Document Express W-2 Module for W-2 Processing, “Reissuing” W-2 Documents and Corrections

8. NEW- Electronic W-2 Distribution
Document Express to create .PDF of W-2 document for Posting to Lawson Self-Service
NEW- Lawson Endorsed- Document Browser Link for access from Lawson Self-Service to the Document Express Electronic W-2 Module

9. Document Distribution Options
Printers
.PDF image of W-2
Indexed and Saved
Client post to Lawson
Self-Service Accessed
file import
Fax
Employee Access to Documents via Lawson Self-Service
.PDF W-2 serve as copy in addition to printed W-2 document
Web Posting

10. Electronic W-2 Distribution
Goal:
Provide a compliance mechanism so employers can provide electronic W-2s to consenting employees.
Benefits:
•Reduced printing and distribution costs
•Reprints or historical W-2s can be retrieved electronically
•Provides employers additional benefits in using Lawson Self-Service
•Transparent interface between Lawson Employee Self- Service and MHC’s Document Express Page

11. Electronic W-2 Requirements Per IRS Publication 15-A- Rev. 1/2004
The employee must be informed that he/she may receive a paper Form W-2 if consent is not given to receive it electronically.
The employee must be informed of all hardware and software requirements to receive the W-2 electronically. The employer will notify the employee that the W-2 needs to be attached to their tax return, and that the employee will need to print it.
The employee must consent to receiving the electronic W-2 in a way that demonstrates that the employee can access the W-2 in the method it will be distributed. Instructions should be given on how to receive it.
The employee may withdraw consent in writing at any time with 30 days notice. The employer will confirm the withdrawal in writing.
The employer will notify the employee how long the consent will be valid unless it is revoked.
The employer must notify the employee that the W-2’s will be available electronically by a given date, but no later than January 31.

12. Electronic W-2 Process

13. Electric W-2 Solution
Document Express Electronic W-2 Demonstration!!!!!!!!

14. Application Security User Name and Password
Secure Fonts and Signature Encryption
Sarbanes-Oxley
-Segregation of Responsibilities
-Audit Manager Report
HIPPA
-Mask Social Security Number
-Security of Sensitive Documents

15. Turnkey Solution Components
Exceptional Software Support and Customer Service for 100% Client Satisfaction
Secure Check and W-2 Stock
HP MICR Certified Printers
Premium MICR Toner Cartridges
Pressure Seal Folding/Sealing Equipment
Hardware Support

16. Conclusion
All Solution Components- intertwined and critical for complete solution success
MHC is progressive and experts with Lawson
MHC guarantees streamlined integration with Lawson Applications and offers enhanced application efficiencies. Just ask some of our Many Happy Customers…

17. MHC Means- Many Happy Customers