5/1/2015Footer 1 PAYROLL END-OF-YEAR TRAINING The Financial Edge – Roundtable January 10 th, 2013 The audio for this webinar will be broadcast through your computer. Once you join the presentation, a small audio broadcast box will appear on your screen and you will hear the host through your computer speakers. To join an Audio broadcast in WebEx, click on the Communicate menu in your WebEx screen and select Join Audio Broadcast. If you are having problems connecting with the audio broadcast server you can still join using the teleconference. To join the teleconference follow the steps below: 1.Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast. 2.Get the teleconference number, click on Communicate > Join Teleconference. If you are unable to listen to the audio through your computer and wish to dial into the conference line, please use the information below: Teleconference information: Call-in toll-free number: (US) Call-in number: (US) Conference Code: This presentation is available on our website, located in The Financial Edge Blog %20and%202013_PYFinal_revised.pdf %20and%202013_PYFinal_revised.pdf

5/1/2015Blackbaud Confidential 2 Presenter: Kellie Schafer, Senior Enterprise Support Specialist Host: Caroline Howell, Senior Product Support Lead We’ll compile your questions and answer them in an open Q & A after each section. o To ask a question in Live Meeting: 1.Click Q & A on the toolbar 2.Type your question in the box 3.Click Ask o To raise your hand, click the hand icon in the Q & A box If you are unable to listen via the audio broadcast and are dialing into the conference line, as a courtesy to other participants, please mute your phone line by pressing *6 WELCOME TO THE END-OF-YEAR SUPPORT ROUNDTABLE Teleconference information: Call-in toll-free number: (US) Call-in number: (US) Conference Code:

5/1/2015Blackbaud Confidential 3 The EOY release was released December 20, For Version , Patch 1 For Version 7.82, Patch 38 It did NOT contain changes to Federal tax tables. It did include changes to state tax tables and a structural change to Medicare (and 1099 media file updates for those who use Accounts Payable). **Please update to the latest patch for your version once you have run your last payroll from 2012 The Financial Edge 2013 Tax Table download was released January 4 th, Once this is downloaded, you will still need to create your 2013 tax table. RELEASE UPDATES

5/1/2015Blackbaud Confidential 4 How to set up system security Who is Aatrix How to install Aatrix -Windows 7 installation How to register Aatrix How to reconcile Federal tax reports How to correct 941 amounts How to correct W-2 amounts How to create W-2s How to prepare for the upcoming year This presentation is available on our website, located in The Financial Edge Blog section. 13_PYFinal_revised.pdf 13_PYFinal_revised.pdf OVERVIEW

5/1/2015Blackbaud Confidential 5 Grant user access to State and Federal Tax Reports -In Administration, Set up system security, open the user’s security group -Grant the user rights to Mail, State Tax Reports, and Federal Tax Reports HOW TO SET UP SYSTEM SECURITY

5/1/2015Blackbaud Confidential 6 Questions about setting up security? Teleconference information: Call-in toll-free number: (US) Call-in number: (US) Conference Code:

5/1/2015Blackbaud Confidential 7 Aatrix is a leader in payroll tax forms Aatrix provides over 300 certified state payroll reporting forms Integrates directly with The Financial Edge Why is it beneficial to e-File? Saves time More cost efficient Streamlines tax process Green WHO IS AATRIX?

5/1/2015Blackbaud Confidential 8 Aatrix installs automatically when you click State and Federal Tax Reports You must have Internet access to install Aatrix Each installation of Aatrix works independently from each workstation HOW TO INSTALL AATRIX

5/1/2015Blackbaud Confidential 9 Disable the User Account Control (UAC) settings (BB414033) Run The Financial Edge as an administrator HOW TO INSTALL AATRIX – WINDOWS 7

5/1/2015Blackbaud Confidential 10 Install Aatrix from the Blackbaud Management Console Install Aatrix button is grayed out in BBAdmin.exe (BB716830)

5/1/2015Blackbaud Confidential 11 Remove expired registration codes Display the 941 to access the registration screen Fill out the information and click OK HOW TO REGISTER AATRIX

5/1/2015Blackbaud Confidential 12 Questions about Aatrix, installation, or registration?

5/1/2015Blackbaud Confidential 13 4th Quarter 941 (BB242156)4th Quarter 941 -Payroll Register -Adjusted Gross Wage Report Employee W-2 (BB706787)Employee W-2 -Employee Profile Report -Adjusted Gross Wage Report -Deduction Profile -Employee Record -Configuration HOW TO RECONCILE FEDERAL TAX REPORTS

5/1/2015Blackbaud Confidential 14 Line 7a of 941 is negative or has more than a few cents displayed HOW TO CORRECT 941 AMOUNTS

5/1/2015Blackbaud Confidential 15 Create a Pay Type query with the following criteria to find the problematic pay types: -Medicare – Report only, no withholding OR -Social Security – Report only, no withholding Create a Payroll Register filtered by the query to find the affected calculations HOW TO CORRECT 941 AMOUNTS

5/1/2015Blackbaud Confidential 16 HOW TO CORRECT 941 AMOUNTS

5/1/2015Blackbaud Confidential 17

5/1/2015Blackbaud Confidential 18 Questions about correcting 941 amounts?

5/1/2015Blackbaud Confidential 19 W2 Wizard HOW TO CORRECT W-2 AMOUNTS

5/1/2015Blackbaud Confidential 20 Questions about correcting W-2 amounts or the W-2 Wizard?

5/1/2015Blackbaud Confidential 21 HOW TO CREATE W-2S

5/1/2015Blackbaud Confidential 22 HOW TO CREATE W-2S

5/1/2015Blackbaud Confidential 23 HOW TO CREATE W-2S

5/1/2015Blackbaud Confidential 24 Employee W-2s will display and print as a 4-up form Federal, State, and Employer W-2s will display and print as a 2-up form. HOW TO CREATE W-2S

5/1/2015Blackbaud Confidential 25 Questions about creating W-2s or forms?

5/1/2015Blackbaud Confidential 26 Update the Financial Edge to the End of Year release and patch Create 2013 tax tables Copy 2012 schedules using the same Schedule ID Create group assignments to globally add and expire pay types, deductions, and benefits START OFF THE YEAR, WITHOUT ANY FEAR

5/1/2015Blackbaud Confidential 27 HOW TO PREPARE FOR THE UPCOMING YEAR Add the new tax table in Configuration. Specify the appropriate Pay stub ID. Enter the appropriate General Ledger Distribution for each tax. BB738499: How to download the 2013 Federal Tax Table

5/1/2015Blackbaud Confidential 28 Additional Medicare Tax- Effective 1/1/2013

5/1/2015Blackbaud Confidential 29 HOW TO PREPARE FOR THE UPCOMING YEAR Highlight the 2012 schedule and use copy from to create the new 2013 schedule. The above prompt will be given when calculating payroll for the first time after …creating a new schedule.

5/1/2015Blackbaud Confidential 30 Create Group Assignments globally assigns and expires compensation types Use the Edit Deduction button to load the new schedule on the deduction being assigned. HOW TO PREPARE FOR THE UPCOMING YEAR

5/1/2015Blackbaud Confidential 31 Questions about creating tax tables, schedules, or pay types?

5/1/2015Blackbaud Confidential 32 W-2 Wizard, an interactive wizard which takes you step-by-step through the process of making adjustments and correcting information.W-2 Wizard Tips for Payroll Processing, your one-stop end-of-year help destination..Tips for Payroll Processing The Financial Edge End-of-Year Guide (PDF) for more information about the end-of-year process.The Financial Edge End-of-Year Guide Knowledgebase which has new features so you can quickly find answers to questions and troubleshoot software issues.Knowledgebasenew features Forums to discuss best practices with your peers and review Client Documents they've shared.Forums Blackbaud Forms to order W-2 and other tax forms.Blackbaud Forms These resources are all available in an that was sent out with a link to END-OF-YEAR RESOURCES

5/1/2015Blackbaud Confidential 33 BB What is personal information in securityBB BB State and Federal Tax Reports missing in mailBB BB How to install or update AatrixBB BB Demo do not file prints on W-2s or 941BB BB How to register AatrixBB BB How to reconcile 4th quarter 941BB BB How to verify W-2 informationBB BB How to add a historic entryBB BB How to prepare and print W-2 forms in Aatrix in Payroll 7BB BB How to add or update tax tables in Payroll 7BB BB How to copy pay schedulesBB BB How will a schedule update for the new yearBB BB How to globally add compensation types to employees in Payroll 7BB APPENDIX