INTRO

1. INTRO Education Solutions Development, Inc. W2s and Employee Portal ANUA 2013 – San Antonio, Texas

2. Balancing W2s It is recommended that you maintain a spreadsheet and balance your numbers quarterly (at a minimum) to the amounts on the APECS W2 Report

3. Balancing W2s The W2 job has a parameter for 941 Totals. When you check this box and click Search your payroll jobs will display. Mark the jobs that should be used to determine the unduplicated employee count

4. Balancing W2s 941 Totals A line will be added in 2013 for Additional Medicare Tax on High Earners (Employee additional .9% on wages over $200,000)

5. Cost of Coverage on the 2012 W2 Employers are required to report the total cost of health benefits on the W2 for reporting year 2012. The total cost of health care benefits reported must include both the employee’s contribution as well as the employer’s contribution The reporting of the cost of health care benefits is for information purposes only The total cost of health care benefits will be reported in Box 12 of the W2 Form with a Code of ‘DD’

6. Cost of Coverage on the 2012 W2 On the Deductions and Benefits Setup Screen you must check the appropriate boxes (Employer, Employee or Both) on codes that are applicable to this reporting requirement. If you use a Major Category code to group like records you need to check these boxes only for the Major Category Code

7. Cost of Coverage on the 2012 W2 The W2 Report will show the new code DD and a total is provided at the end of the report

8. Balancing W2s Box 14 can be used to report any information you want to provide your employees. Enter in priority order as there is only room to print 3 lines per employee in box 14

9. Balancing W2s W2 Adjustments

10. Account Ability • Account Ability is used to produce the W2 forms and file(s) • Import employee data from APECS into Account Ability • Medicare Qualified Government Employer • Two employer (client) records are created in AA One for the R client • One for the Q client • Requires two imports into Account Ability to extract the different record types

11. Employee Portal Registration Agreement

12. Employee Portal Registration Agreement – When the employee clicks Accept an Event is written

13. Employee Portal Access from the application

14. Employee Portal Attendance – You can control the categories that show Time Worked – Data source is Employee Timesheets Reimbursements – Payments made through Accounts Payable using the Employee ID as the Vendor Number Mileage – Employees can enter a new claim or view claims submitted Direct Deposit – Entries from the Deduction/Benefit Screen will show in addition to the TAX Screen net information

15. Employee Portal Paycheck History – You can prevent checks from displaying on the screen prior to the actual pay date Addr/Phone/Email – Employees can make changes Emergency Contacts – On option has been added to allow employees to update this information

16. Employee Portal Reimbursements

17. Employee Portal Addr/Phone/Email

18. Employee Portal Addr/Phone/Email