SentricWorkforce Online Tax Forms

Thursday, Dec. 10, 2015

Sentric

Introduction

Kim Buechel

Product Support Analyst

Questions? Hang on until the end, we’ll have 15 minutes of Q&A Or email me at kbuechel@sentrichr.com

Webinar How To

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Agenda

Configure Tax Form Parameters Publish Tax Forms

Release/Un-release Tax Forms Tax Forms in Employee Self Service

Email Notifications Best Practices

Reminders Did You Know?

Question and Answer

CONFIGURE TAX FORM PARAMETERS Training: SentricWorkforce Online Tax Forms

Configuring a Tax Form Administrator Will receive notice of employees’ consent or withdraw for

the electronic tax form Name and email will appear in ESS under Tax Forms for

employee contact Different tax form administrator for each company

Go to Setup – Tax Forms – Configure Tax Form Parameters

Create New record or edit existing.

PUBLISH TAX FORMS Training: SentricWorkforce Online Tax Forms

Go to Setup – Tax Forms – Publish Tax Forms

Select Company from list Select tax Year from list Publish to complete task

RELEASE/UN-RELEASE TAX FORM Training: SentricWorkforce Online Tax Forms

Go to Setup – Tax Forms – Release\Unrelease Tax Forms

Select Company from list Select Tax Year from list Tax forms for the employees to display

Release All – available to all employees in ESS

Unrelease All – remove all access to forms in ESS

Company code and Employee Name - listed alphabetically ESS Access - if they have access Current Enrollment - employees’ consent to receive tax forms

electronically View Tax Form - view the form for associated employee Release Tax Form/Unrelease - individual employee Employee Viewed Tax Form - indicator

TAX FORMS IN EMPLOYEE SELF SERVICE Training: SentricWorkforce Online Tax Forms

Go to Employee Self-Service – Personal Information – Answer Electronic Signature Questions

Go to Employee Self-Service – Pay – Tax Forms

Signature Required component to appear Answer signature questions, select Verify Identity

Click View Tax Form link to view form for associated year.

Withdraw consent at Employee Self-Service – Pay – Tax Forms – Tax Form Consent

Signature Required component to appear Answer signature questions, select Verify Identity

EMAIL NOTIFICATIONS Training: SentricWorkforce Online Tax Forms

Four tax form alerts are included in SentricWorkforce. Employee Consent to View Tax Form Employee Withdraws Tax Form Tax Form Released Tax Form Unreleased

Go to Setup – Utilities – Alerts – Setup Alerts Select tax form alert from list – note Email Template

Communication Templates, modify Subject and/or Body

BEST PRACTICES Training: SentricWorkforce Online Tax Forms

Test the process and email communications by only releasing the W-2s of yourself and a few other key members. Go through consenting and removing consent, as well as viewing your W-2(s) to make sure you understand the process for your employees.

While employees can consent to receive their W-2 electronically, Sentric will still produce a paper copy for all employees paid in 2015.

If you plan to mail the W-2s, remind employees to verify their primary address in SentricWorkforce ESS or on their pay statement. If address changes are a routed task within ESS, make sure to provide employees a reasonable deadline to allow time for approval.

REMINDERS Training: SentricWorkforce Online Tax Forms

1.4.16 Due to tax deposit restrictions and year-end processing, January 4th is the last day to process a 2015 payroll and still make timely tax deposits. 1.5.16 Sentric will start processing 2015 W-2s and 4th quarter returns. Week of 1.11.16 Look out for the communication from us that you may publish and release your online W-2s. Also, we expect to ship all employer copies of 4th quarter returns and employee W-2 forms. All employee W-2 forms will be shipped directly to your office for distribution. 2.1.16 Furnish Copies B, C, and 2 to each person who was your employee during 2015.

DID YOU KNOW? Training: SentricWorkforce Online Tax Forms

Filing your annual tax return just got easier! You can now take advantage of the TurboTax® service to import your W-2.

TurboTax can directly and securely import your Sentric tax documents, like your W-2s and 1099s, so your information automatically goes in the right places!

QUESTION AND ANSWER Training: SentricWorkforce Online Tax Forms

Question and Answer

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