You view/edit on screen the 1099 to be corrected and then there are a couple scenarios; Say the should have gotten 1000 on the 1099 but they got 900, simple check the box for corrected and change the number in box 7...
If you are getting an error 53 file not found, click on "Default PDF Directory" and click OK. If you try to create the files and it doesn't work, go to Default Other File Type Directory and choose HTM and click OK....
* SETUP\REPORTING\STATEMENT\GENERAL * On "Layout and Options" tab, make sure you check "Use Short Blank Lines on Statements" and on "Miscellaneous" tab, change 85 to 75 on "System-Wide Line spacing for stmts/sched ...
required .xls file in the local c:\pcsw folder called G1003Template.xls . The electronic filing is done by going through the regular setup electronic filing instructions (with RS records checked). Once the create...
Attached is a PDF that you can send to a customer. CLEARING/COMPRESSING CLIENT DATA Before using the ‘compress’ or ‘remove old years function’ it is best to save a copy of your client data to an archive folder....
When paychecks start to print slow the problem is usually that a lot of data is being stored for the client either because there are a lot of employees or a lot of paychecks . When the YTD hours are being calculated...
* Utilities\Delete Tables from Active Client\Delete fiscal years * Enter in calendar year you want to report in and one or more previous years (Setup\Date\Enter-Change Fiscal Years) * Set current period to First...
1) Create the 1099’s the regular way – do the 1099 setup, fill in the electronic filing tabs on the 1099 setup, go to the create edit and do the create. 2)Go to your client data directory and find the file called...
Create the same 1099S (with the amount still ready to be printed) Click on the View/Edit on-screen while creating. Key in a –1 in the amount field that needs to read 0.00. It will retain and print 0.00 in that field...
If you are printing the 5 Year Comparative Income Statement and all the years data is not showing up, try the following: * Utilities \ Allow 5-Year Stmnts for newer clients * Reset current date, so if you are in...
The forms may change from year to year so it's a good practice to perform this before printing forms. I the W2 1099 program choose the following * W2 and 1099 \ Adjust Field Positions * Click on "Reset All Forms...
If a customer wants to do a combined W2 or 1099 of ALL clients at once, this can be done by performing the following. * UTILITIES \ COMBINE W2/1099 ELECTRONIC FILES * PROGRAM WILL DEFAULT TO THE "COMBINE W2...
The system will combine them only if they have the same social security number – you will have to change them to match if you want it to work. Choose: Setup / payroll / employee utilities Under ID Maintenance at the...
If there is a 1099 Vendor Check not showing up on Payroll summary or payroll transactions * Open W2 1099 module * Choose W2 and 1099 / GL Transactions to 1099Transfer * Check "Generate PR Transaction for each...
Go to file, copy, clone client to create new consolidated client. With new client open go to setup, system, multi-client consolidation. Select the clients to consolidate on the right side of the screen. When you finish...
SETUP SYSTEM TAX TABLES Do this for the following table ID's FEDS FEDM NCSTM NCSTS NCSTH (Obviously, this example is for a customer in NC) Type in "Table ID" and hit Enter Change "Year" to new Year to be copied to...
SETUP PAYROLL PAYROLL ITEM CLICK PRINT YOU CAN SORT BY CLICKING THE BUTTON THAT SAYS EITHER ID OR GRP THEN CLICK THE BUTTON JUST TO THE LEFT OF THATTO PRINT
There is a utility that controls the order of the deductions on the payroll transaction no matter what order they appear to be on the employee. Go to: Setup / payroll / employee utilities. Select 'deduction order'...
TO RESET THIS: Locate Check number range from printing check register and then go to ADVANCED PAYROLL RESET PAYROLL CHECKS PUT IN CHECK RANGE AND CLICK OK. Now you can re-print in advanced payroll or one at a time...
1. Go to Setup\Align Laser Checks 2. Click OK 3. Use the Field Name dropdown box to select Memo 4. Click Modify Location 5. Click the Zero radio button under Direction To Move 6. Click Close Repeat the above steps,...
I.Go to Reports\File Listing\Ledger Transactions 1.Click “Complete Check Register” in the left hand box 2.Check the “Full Date Range” box in the “Date Range” box in the lower right corner of the window 3.Click <Ok...
In Client Check Book, go to Setup/Company Click the Options 2 Tab In the Customization (For All Clients): field type BRY (all in caps) Click OK Go to Setup/Other Printers/Check Writing Printer Select your printer....
I had a customer who used FED25 in the employee jurisdiction but when they went to the 2nd page FED25 was not in the list. This is because the table had not been setup. In Client Check Book: SETUP SYSTEM TAX TABLES ...
Customer's will call and not know where to input the preparer information. This can be done by going to Reports > Payroll Reporting > Laser 941 click OK and the select the P2 tab on the next page....
Report was under Statement and Schedules Custom Statements/Schedules Budget Custom Stmt They had an issue with account 699 which is level 1 Cost of Goods Sold Under "Report Format", "Tax Supress Printing (Statements)"...
If you run a Trial Balance and have accounts showing up that should not have been there and should be zero Go to: Transations / Trial Balance Entry and then zero out for each account in question.
RESETTING THE CARRY FORWARD FILE/BEGINNING BALANCE OF THE BANK RECONCILLIATION Sometimes when move the system date from one g/l period to another the 'are you done with the bank rec?" question is answered too early....
If you want to skip over COST CENTER and UNEMPLOYMENT STATE when doing payroll transactions. SETUP PAYROLL PAYROLL SETUP OPTIONS AND TAB STOPS Uncheck "Cost Center" and "Unemployment State"
INSURANCE broke down into following categories on income statement CREATE INSURANCE START ACCOUNT AS LEVEL 2 (5000) mal practice (5001 LEVEL 5) general liability (5002 LEVEL 5) umbrella (5003 LEVEL 5) CREATE INSURANCE...
Once Cost Centers have been added, you have to do the following to be able to print by cost center SETUP COMPANY OPTIONS - Check "Using Cost Centers/Departments"
If you want a payroll summary for a year, you can't do it with Payroll Summary. That is a quarterly report only. What you have to do it to go to Reports> File Listing> Payroll Transactions and set the Date Range...
If you have a payroll check not posting to GL, here is one thing you can check. SETUP ACCOUNT CASH ACCOUNT Make sure "Prevent posting of credit to cash from payroll" is NOT checked.
To have "OTHER INCOME" subtotal on the report Go to Chart of Accounts CHOOSE PRIMARY OTHER INCOME ACCT REPORT FORMAT TAB UN-CHECK "SUPRESS SUBTOTALS (LEVELS 1-4 ONLY)
For electronic filing for North Carolina, you will have to register with the state so that you have log on information for uploading your files. Some states still require the files to be burned to a cd and mailed in so...
Questions 1) When I go into journal entries to input a number of entries, only one line is showing on the screen. Is there a way to see all the entries (at least per month) while inputting? If no, what is the best way...
If on a new install of Client Write Up you cannot see the mapped drives when trying to set the default data directory. Make sure no Compatibility settings are set. Make sure the users have Full Rights to the PCSW...
In SETUP/ACCOUNT/ Partners' Capital Accounts, the first entry was .0000 percent which affects the way rounding happens so you have to remove that entry so the first entry is no long .0000. Choose the same reporting...
There is a multi-purpose entry screen called 'assign active weeks worked for payroll items' that allows this. The loan deduction is set up just like any other deduction and added to the employee record. After that go...
Balance Sheet - Flex Report On Flex report Setup the "Totals" section on the account before the account affected had 1 and 2 checked in the "Add Balance into Totals". Totals sections should not have anything checked...
UTILITIES TRANSACTION UTILITIES FICA/MEDICARE DIAGNOSTICS Run for the entire year and see if there were any checks with the wrong FICA amount for employee in question
In rare instances a customer might need to change the FUTA tax rate to 6% from .6%. The only know time this can happen is when the client only has Officers of the corporation and they have opted out of State...
If you get this error, something in one of the fields in COMPANY/SETUP is too long. My issue was in the Contact name field. Another issue was city and state on the City Field
First determine the accounts the divisor(s) are using. In most cases they are used with Flexible reports. To determine the account range(s), do the following. " Go to SETUP - REPORTING - STATEMENT - FLEXIBLE REPORT...
If a customer would like more information to print on the Payroll Summary Report SETUP PAYROLL CUSTOM ITEM PAYROLL SELECTION Under "Custom Group Names" / "PR Summary" Enter a custom name for your report and then...
* MAKE A COPY OF DATA IN BACKUP FOLDER * CHOOSE UTILITES\DELETE TABLE FROM ACTIVE CLIENT * CHOOSE G/L TRANSACTIONS FROM DROP DOWN LIST AND CLICK OK * GO TO "OTHER PROGRAMS\WINDOWS COMPUTER CHECKBOOK\COPY TRANSACTIONS *...
If you have imported employees into Client Write Up and they don't have Additions/deductions setup and you want to set them up all the same. SETUP PAYROLL EMPLOYEE UTILITES SUBSTITUTE OR ADD PR ITEMS Click "Add PR...
If you need to consolidate many accounts into 1 do the following. If you have several accounts you want consolidated into 1 sales line on the Income Statement. Example below is 4 accounts to be consolidated. 401.1...
1) CHECKS NOT SHOWING UP IN NEXT PERIOD If you have checks that are not showing up on the next period. For some reason you will have checks that do not carry forward to the next period Going back to previous period...
Go to setup, reporting, statement, custom statement. The two statement formats are set up there. Select the statement you want to change and the click the 'page layout' tab . Write down the settings before you change...
To rebuild the carry forward file manually:GO BACK to the last reconciled period.Open the bank reconciliation, select a journal and then click on the ‘View or Print Worksheet’ button.When the screen comes up click...
If GL transactions are not showing on the Bank Recon, check to make sure the setup is pointing to the correct options (Revenue or Cash) TRANSACTIONS BANK RECONCILIATION BANK RECONCILIATION SETUP
SETUP PAYROLL CUSTOM PAYROLL ITEM SELECTION Cllick "Hide (Not Used) Enter a custom name under the "Custom Group Names" section Click "Include" on every item you want to show. Click OK When you go to run the report,...
CWU. Setup \ Cost Center (Department) \ Cost Center to Add Cost Center CWU Setup \ Cost Center (Department) \ Expand-Shrink Chart for Cost Centers \ Add Cost Center Enter Beginning and Ending Accounts for Cost Center...
If you need to enter budgets for multiple years. The system is capable of storing two budgets. If you go into the budget setup and enter a name or year (I recommend year) in the box at the bottom of the budget screen...