hr/payroll year end processing...11 | © tyler technologies 2016 • employees without offer of...

HR/Payroll Year End Processing

Sandy Distefano, Product Owner – October 3, 2016

2 | © Tyler Technologies 2016

FILL OUT the CPE ENROLLMENT FORM• Select every CPE Session you plan on attending

– 1 CPE SESSION PER TIME SLOT

• After you have finished attending all of your CPE sessions AT THE END OF THE CONFERENCE

– SIGN & TURN IN YOUR FORM to the Registration Desk to confirm your attendance in each CPE session you selected

SCAN IN• WITHIN 10 MINUTES of the

start of each session

• EACH SUBMISSION WILL BE TIME STAMPED for verification

SCAN OUT• WITHIN 10 MINUTES at the

end of each session

• Complete the Survey

CPE SessionsPlease visit the Registration Desk with any questions regarding CPE credits


1094-C Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns (employer summary)1095-C Employer-Provided Health Insurance Offer and Coverage (employee)

Forms 1094-C and 1095-C


If an organization is self-insured they may have individuals who are not current employees for which they need to report covered individuals (COBRA, retirees, outside agency employees)

• Workforce entries with Offer of Coverage details for the calendar year will be pulled into 1095-C processing, regardless of their status

• Non-Employees– According to the IRS if an individual was not an employee, Part II of the

1095-C must be completed by using code 1G– 6055 Reporting flag on Non-Employee Benefit Plan– Covered Individuals will come from the non-employee benefit plan

enrollment (won’t be locked down once used in 9.3 SP1)– Company dropdown on Non-Employee for multiple EIN’s

1095-C’s for Other Individuals


• Create 1095-C Data• Applicable Large Employer Member List• 1095-C Employee List• Print 1095-C Forms• Create 1095-C Transmittal

1095-C Processing


• Tax Year– Recalculates Data for ALL Employees

• Employee– Updates only the employee selected

1095-C Processing – Create Data


• System Generated– Name and Address– Authoritative transmittal– Full-time and total employee count

• User Entered– Certifications of Eligibility– MEC Offer Indicator– Section 4980H Transition Relief

Indicator

1095-C Processing - Employer


1095-C Processing - Employee


1095-C Processing – Covered Individuals


• Click Print on the 1095-C Processing – Employee List to print a detail report used to verify the employees’ setup.

• You can turn on and off sections based on the check boxes selected: Offer and Coverage and Covered Individuals.

1095-C Processing – Register – Detail


• Employees without offer of coverage (box 14) information for the entire year - should be blank as this is not allowed by the IRS.

• Terminated employees from prior year receiving a 1095-C – COBRA individuals and covered retirees.

• Active employees not receiving a 1095-C – part-time employees who did not have coverage during any month of the year.

• All three sections show the name and other information to help identify the employee.

1095-C Processing – Register – Audit


• Sort by name or department • The standard form prints on 8

½” x 11” paper• Substitute form prints “portrait”

instead of “landscape” and folds to fit in a window envelope

• There is also a Z-Fold form available

• Select by status to distribute with checks

1095-C Processing – Print 1095-C Forms


• The transmittal files are XML• Communication Test files

– Test scenario data – not real data– Required to be sent by all customers first year only!

1095-C Processing – Create 1095-C Transmittal


Four files are created• Validation of Manifest (Transmission Data File)• Validation of Data• Manifest (Transmission Data File)• Data

1095-C Processing – Create 1095-C Transmittal


1095-C Processing – Submitting to IRS


W-2 Processing


• Box 10 – Dependent Care Benefits– Benefits, Deductions, Hours Codes

• Box 12 – Codes are defined by the IRS– Benefits, Deductions, Hours Codes

• Box 14 – Codes are defined using validation set 265– Benefits, Deductions, Hours Codes, Other Taxes

W-2 Processing – Setup


• Imputed Income: Box 12 – Code C– W-2 Setup– Benefit Type is Life Insurance

W-2 Processing – Setup for Special Codes

Imputed Income may be entered using a taxable only hours code.

If you do so, the new Adjustment Import may be used to quickly create adjustments for every employee.


• Employer-Sponsored Health Coverage: Box 12 –Code DD– W-2 Setup– User Defined Field: “2016

Box 12-DD”



• Retirement Plan: Box 13 Checkbox– Deduction or Benefit Type is

Pension or Deferred Compensation

– Pension Number in Workforce

– User Defined Field: “Box 13 Retirement Plan”



• Tax Year– Recalculates Data for ALL Employees

• Employee– Updates only the employee selected

W-2 Processing – Create Data


Employer Identification Number (EIN) – Box b• Company Suite Settings• Override by selecting a Company on an employee

– Validation Set 377

W-2 Processing – Company List


Employer’s State ID Number – Box 15• Company Suite Settings• Alternate Value on State Tax

– Validation Set 3



What makes W-2’s available to be printed in eSuite?



• Reconciling W-2’s to 941’s– Print W-2 Register

• Detail• Summary• User Adjustments

– Payroll History Report– Quarterly Wage Report– Earnings History Report for

imputed income

W-2 Processing – Employee List


• Select by status to distribute with checks

W-2 Processing – Print Form


W-2 Processing – Create Transmittal


How do I get the system to create a 1099-R instead of a W-2 for an employee?

1099-R Processing


• 1099 Company List– Shared with Financial

Management– Needs to be setup prior to

creating data– Contains an Available in

eSuite flag

1099 Processing – Company List


• Box 7– 7 – Normal distribution– 1 – Early distribution– 3 – Disability– 4 - Death

1099 Processing – Setup


• 1099 Type must be 1099-R• Create 1099 Data

– Human Resources– Financial Management

1099 Processing - List


• Verify 1099-R information• 1099-R is the only

available type• Report Type

– Summary– User Adjustment Listing

1099 Processing – Register


• 1099 Type must be 1099-R• Each Form Type is printed

individually

1099 Processing – Form


• Transmittal Type– Federal– State

• Combine Federal/State– Miscellaneous Income– Interest Income– Government Payments– Retirement

1099 Processing – Transmittal

Questions

Thank You


• Please Take a Moment to Help Us Improve Our Sessions and the Value of the Conference– Go to the conference app

• Select this specific session• Select Survey/Rate• Respond to the 5 questions listed

– At the end of the conference • Select the Conference Survey Icon• Respond to the overall conference experience questions• Stop by the registration desk for your customer appreciation gift

Your input is extremely valuable


• Accrued Expense/Split Payroll Processing Review– Monday, 2:10 PM– McArthur 1 & 2

• Ask the Expert – Position Budgeting– Tuesday, 11:10 PM– Flagstaff (Lab 2)

• HR Year End Checklist– Tuesday, 1:10 PM– Casa Grande

Additional Opportunities


FILL OUT the CPE ENROLLMENT FORM• Select every CPE Session you plan on attending

– 1 CPE SESSION PER TIME SLOT

• After you have finished attending all of your CPE sessions AT THE END OF THE CONFERENCE

– SIGN & TURN IN YOUR FORM to the Registration Desk to confirm your attendance in each CPE session you selected

SCAN IN• WITHIN 10 MINUTES of the

start of each session

• EACH SUBMISSION WILL BE TIME STAMPED for verification

SCAN OUT• WITHIN 10 MINUTES at the

end of each session

• Complete the Survey

CPE SessionsPlease visit the Registration Desk with any questions regarding CPE credits

hr/payroll year end processing...11 | © tyler technologies 2016 • employees without offer of...

Documents