1. Welcome (we’ll begin momentarily) Special Interest Group: HR/PR Special Interest Group: HR/PR Presented by: Terry Heley, Microsoft

2. @GPUG Network and Discuss Hosted SessionsGPUG Sponsor Session 40 Roundtable Discussions formed around common Role, Industry, Reporting and Topic of Interest 22 Interactive Discussions – many held multiple times throughout the week! PreGAME Monday, March 7 General Session with SIX breakout sessions: 1:00 – 5:00 GPUG Friday, March 7 Eight 90-minute breakout sessions: 9:00 and 11:00 Watch GPUG.com for updates! Come learn what GPUG offers Members! Visit Us in the Expo HallStart Networking Today! Visit the GPUG Kiosk in the Microsoft Solutions Experience area of the Expo Hall. Join the Convergence 2014 Atlanta community in Collaborate: http://community.gpug.com. http://community.gpug.com GPUG @ Microsoft Dynamics Convergence March 4 – 7, 2014 Atlanta, GA PreView Webinars December 16 th at 1:00 ET January 13 th at 1:00 ET February 10 th at 1:00 ET

3. @GPUG See you on Friday! TracksFinancialBI/ReportingIT ProfessionalMisc. 9:00 - 10:30 Dynamics Idol – GPUG All Stars Share Their Favorite Tips! Management Reporter Best Practices: What to Do and Not to Do Maximizing SQL Server Performance with Microsoft Dynamics GP Reports, Reports, Reports – What Should I Do?? 11:00 - 12:30 Financials Best Practices Business Intelligence Considerations for Microsoft Dynamics GP Ask the Experts: Integration ToolsKnow Macros?

4. @GPUG Upcoming Webinars WebinarDate / TimePremium/Open SIG: DBA 12/19 3:00 ET PREMIUM SSRS Monday – Summit Encore: Unveiling the Magic of Business Analyzer 12/23 1:00 ET PREMIUM Summit Encore: Leveraging SmartList Builder for Your Accounts Payable 1/7 1:00 ET OPEN Summit Encore: Transitioning from Microsoft FRx to Management Reporter 1/9 3:00 ET OPEN SIG: Builder Monday 1/13 3:00 ET PREMIUM SIG: SharePoint 1/15 11:00 ET OPEN

5. @GPUG Upcoming Regional Chapter Meetings Upcoming Academy Classes Academy ClassDate / Time Dynamics GP Administration Made Easy – Life Support for the GP Administrator 12/18 1:00 ET 2014 Schedule Coming Soon!!! Regional ChapterDate / Time Tennessee (Nashville)12/18 2:00 ET 2014 Chapter Meetings Coming Soon!!!

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7. Welcome (we’ll begin momentarily) Special Interest Group: HR/PR Special Interest Group: HR/PR Presented by: Terry Heley, Microsoft

8. 2013 U.S. Payroll Year-End Presenter: Terry Heley theley@microsoft.com

9. @GPUG No changes in Year-end Update  Inventory Control  Receivables Management  Analytical Accounting  General Ledger

10. @GPUG What’s Changed – Payroll Year End  Supported Versions – Dynamics GP 2013 – Dynamics GP 2010  Release Dates – 2013 Year End Update – November 15 th 2013 – 2014 Tax Update (Round 1) –Week of December 16 th 2013 – 2014 Tax Update (Round 2) – Mid January 2014

11. @GPUG What’s Changed – Payroll Year End Customers on Microsoft Dynamics GP 10.0 : – Will not receive the Year End update or any tax updates – Need to upgrade to get code updates, tax updates, and bug fixes – 941 and W2’s may be incorrect if you have employees making over 200,000

12. @GPUG What’s Changed – Payroll Year End Update  No W-2 or W-3 Form changes  EFW2 Changes (Electronic Filing) *Recommended install if you are filing electronically via GP*  Product Quality Fixes around Payroll Year-End **Recommend to install for payroll customers**

13. @GPUG What’s Changed – Payroll Year End 2014 Round 1 Tax Update  Scheduled to be released week of 12/16  States – California, Connecticut, Delaware, Kansas, Kentucky, Maine, Maryland, Minnesota, New Mexico, New York, North Carolina, Yonkers  FICA Social Security tax limit 117,000  Federal, personal exemption

14. @GPUG Important Reminder– Payroll Year End  If you are on Microsoft Dynamics GP 2013 SP 2 and or above AND you use Business Portal Human Resource Self Service Suite you will need to install the BP Hotfix. There were table changes made in GP 2013 Service Pack 2 around Payroll Direct Deposit affected Business Portal Human Resource Self Service functionality.

15. @GPUG Documents, Numbers and Sites – Downloads & Updates >> Tax Updates – U.S. Year End Update.pdf – W-2 Wage and Tax Statement Data Source.pdf – Tax Forms – 800-432-1281 www.microsoftbusinesschecks.com www.microsoftbusinesschecks.com – IRS Forms and Publications http://www.irs.gov/formspubs/index.html http://www.irs.gov/formspubs/index.html – Accuwage for Electronic File Verification http://www.ssa.gov/employer/accuwage/index.ht ml http://www.ssa.gov/employer/accuwage/index.ht ml – KB Article 850663 Year-end closing procedures for Microsoft Dynamics GP Payroll http://support.microsoft.com/kb/850663 http://support.microsoft.com/kb/850663

16. @GPUG Canadian Payroll Year End – What’s New?  Due to release this week!!!  T4, T4A and RL-1 form changes  T4, T4A and RL-1 XML changes  Tax changes, see site  ROE Requirement Changes - Blocks 10, 11 & 12 have had their date format changed - Block 15C now needs to be blank - Zero Pay Periods now have to be blank -XML format

17. @GPUG Year End Update Fixed Assets – What’s New? Luxury Auto Maximum Depreciation Deduction Amounts – The maximum depreciation deduction amounts allowed for luxury vehicles has been updated for assets placed in service in calendar year 2013 to comply with IRS Guidelines: http://www.irs.gov/irb/2013-12_IRB/ar07.html Historical Reporting Capability in GP 2013

18. @GPUG Payables Management Year End  Year End Close Update includes changes for: – 1099 DIV (Dividend) – 1099 MISC (Miscellaneous) – 1099 INT (Interest) – 1096 Summary form (Microsoft Dynamics GP 2013)

19. @GPUG Payables Management Year End  What are the changes to the 1099 DIV form? – Recipient box was reduced in size – Street Address/City boxes moved up one line and increased in size – Account Number/2 nd Tin box moved down

20. @GPUG Payables Management Year End  What are the changes to the 1099 MISC form? – Recipient box was reduced in size – Street Address/City boxes moved up one line and increased in size

21. @GPUG Payables Management Year End  What are the changes to the 1099 INT form? – Two per page format (instead of three per page)

22. @GPUG Payables Management Year End  What are the changes to the 1096 Summary form (in Microsoft Dynamics GP 2013)? – Checkboxes at bottom smaller/realigned

23. @GPUG Additional Resources  Blog https://community.dynamics.com/prod uct/gp/gptechnical/b/dynamicsgp/def ault.aspx https://community.dynamics.com/prod uct/gp/gptechnical/b/dynamicsgp/def ault.aspx  Year-end update on CustomerSource https://mbs.microsoft.com/customersou rce/downloads/taxupdates https://mbs.microsoft.com/customersou rce/downloads/taxupdates  Microsoft Dynamics Support https://mbs.microsoft.com/support/new start.aspx https://mbs.microsoft.com/support/new start.aspx  Microsoft Dynamics Community https://community.dynamics.com/defa ult.aspx https://community.dynamics.com/defa ult.aspx

24. @GPUG Affordable Healthcare Act Look back period – Time clock information – UPR30300 detail by check, employee, code, year – UPR30301 summary by month – Employee Pay History report Exchange – Extra Field – Secondary Status – Additional information

25. @GPUG Affordable Healthcare Act Benefit Master and Setup (HR) – BE010130 – BE020230 Benefit History Tracking – HR_Benefit_History_2 (HR2BEN10) – HR_Benefit_Life_Hist (HR24BE17) – HR_Benefit_Retire_Hist (HR2BEN39) – HR_Benefit_Tiers_MSTR_Hist (HR2BEN40)

26. @GPUG Affordable Healthcare Act Benefit Smartlist default list Employment Type / Class Percent of family wage/personal

27. GPUC 2013 Thank You! Terry Heley theley@microsoft.com