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Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) cms 2 PR Proc-TaxesFix ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 04/26/2009 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

3 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 Goals

4 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 presentation

5 Slide#: 5© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

6 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 cms 2 PR Proc-TaxesFix ™ Product Info

7 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 cms 2 PR Proc-TaxesFix ™ Product Info

8 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. cms 2 PR Proc-TaxesFix ™ Product Info

9 Slide#: 9© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Change PR Local Transaction Date to Minimize Date Errors

10 Slide#: 10© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Turn off the integration to BR you will need to put in the GL Cash Acct

11 Slide#: 11© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR 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

12 Slide#: 12© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Enter Adjustments

13 Slide#: 13© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR 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

14 Slide#: 14© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Enter as amount

15 Slide#: 15© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Calculate Taxes

16 Slide#: 16© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Enter Adjustments

17 Slide#: 17© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Select Transaction #1

18 Slide#: 18© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #1-Change to non-check Addition, keep the calculate taxes at none

19 Slide#: 19© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Before change

20 Slide#: 20© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #1-Change Federal and/or State Withholding and zero SS to both Employee & Employer

21 Slide#: 21© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Select Transaction #2

22 Slide#: 22© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #2-Change to Adjustment which is a negative transaction, keep the calculate taxes at none

23 Slide#: 23© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #2-Change Federal and/or State Withholding and zero SS to both Employee & Employer

24 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 cms 2 PR Proc-TaxesFix ™ Installation Instructions

25 Slide#: 25© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Turn back on the integration to BR

26 Slide#: 26© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

27 Slide#: 27© GPS Financial Services 2008-2009Revised 04/26/2009  Not applicable cms 2 PR Proc-TaxesFix ™ Installation Instructions

28 Slide#: 28© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

29 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. cms 2 PR Proc-TaxesFix ™ Troubleshooting

30 Slide#: 30© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

31 Slide#: 31© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR 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

32 Slide#: 32© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

33 Slide#: 33© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Technical Information  Pending

34 Slide#: 34© GPS Financial Services 2008-2009Revised 04/26/2009 The pricing on future enhancements is not known at this time cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

35 Slide#: 35© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Future Plans  Pending

36 Slide#: 36© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

37 Slide#: 37© GPS Financial Services 2008-2009Revised 04/26/2009 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: sales@CMStotheMAX.com

38 Slide#: 38© GPS Financial Services 2008-2009Revised 04/26/2009 CMS to the MAX & Cougar-Magic

39 Slide#: 39© GPS Financial Services 2008-2009Revised 04/26/2009  cms 2 EM Email ™  cms 2 EX Excel ™  cms 2 EM PDFblaster ™  cms 2 AR PowerEntry+ ™  cms 2 AR AutoCreditHold ™  cms 2 SY Lookup-Enh ™  cms 2 OE Collection-Notes ™  cms 2 AR PastDueNotices tm  cms 2 CM Collections ™  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 RAR AreaCodeFix ™  cms 2 OE Unpost ™  cms 2 R&R LearnCD tm  cms 2 SH UPS/Fedex/more ™  cms 2 SH ShippingAcknow ™  cms 2 CT ContactMgt ™  Cougar-Magic ™  cms 2 SY UDF ™ Top Sellers & New Products

40 Slide#: 40© GPS Financial Services 2008-2009Revised 04/26/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

41 Slide#: 41© GPS Financial Services 2008-2009Revised 04/26/2009

42 Slide#: 42© GPS Financial Services 2008-2009Revised 04/26/2009 Enhanced & 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

43 Slide#: 43© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

44 Slide#: 44© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Examples  Pending

45 Slide#: 45© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX

46 Slide#: 46© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Tips & Tricks  Pending


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