1. NextGen Payroll Period End Processes Resource 2018

2. Period End Month End Quarter End Year End State Retirement
Create ACA Coverage
Quarter End
File Unemployment
Adjust Unemployment For New Rates
941 Tax Return
941 Schedule B
Year End
W2s
W2-C’s
ACAs
Employee Year End

3. Month End State Retirement

4. State Retirement

5. State Retirement

6. State Retirement
To correct the error you can stop here and go back to the employee record and make the corrections and do the first step again OR go to the Update Retirement Contributions task.

7. State Retirement
If it is just service credit to update you can click on the check box at the bottom and that will allow changes to service credit only within the grid. Anything else to change you can go to the Employee drop down box, select the employee and it will highlight that employee on the grid. You have to double click the employee to access the record.

8. State Retirement Everything can be edited on this screen.
Make sure to save and close on the record.

9. State Retirement

10. State Retirement

11. State Retirement

12. State Retirement

13. State Retirement

14. State Retirement

15. Month End Create ACA Coverage

16. Create ACA Coverage
The year must already exist (this is done in the Year End step)

17. Create ACA Coverage
The Employee Counts can be changed on this screen

18. Create ACA Coverage
If ‘Copy ACA employee data from’ field is checked this will copy all data from the prior month (of your begin month) into the month(s) selected.
If ‘Copy ACA employee data from’ field is NOT checked you can select the options to update for the month(s) selected.

19. Create ACA Coverage

20. Create ACA Coverage

21. Quarter End
File Unemployment

22. File Unemployment

23. File Unemployment

24. File Unemployment

25. Adjust Unemployment For New Rates
Quarter End
Adjust Unemployment For New Rates

26. Adjust Unemployment For New Rates
*This option is used to adjust for changes after payroll has been processed.
*The unemployment group under Administration would have to be updated with the new rate first before running this option.
New Maximum Amount is used to adjust the Taxable Wage Base. Currently $7,000 for TN.
New Rate is used to adjust for new premium rates.

27. Adjust Unemployment For New Rates
The reason listed defaults in.

28. Adjust Unemployment For New Rates

29. Adjust Unemployment For New Rates

30. Quarter End
941 Tax Returns

31. 941 Tax Returns

32. 941 Tax Returns

33. Quarter End
941 Schedule B

34. 941 Schedule B

35. 941 Schedule B

36. Year End
W-2s

37. Before You Begin
Be sure you have entered all 3rd party sick pay, fringe benefits, etc.
Be sure you have voided all checks that need to be voided.
Be sure you have entered all manual checks.
Balance and prepare your quarterly tax return for the fourth quarter

38. Before You Begin
Balance your calendar year-to-date totals with the sum totals of the four quarterly reports.
Be sure you have the correct spelling for each employee’s name and their correct social security number entered into the payroll system.

39. Number of W-2s Needed

40. File W-2s

41. File W-2s
Double clicking will take you to the Employer Identification Number “control” under Admin

42. File W-2s
Verify info under the General Tab

43. File W-2s

44. File W-2s
Once everything has been verified click on Save And Close (if changes were made) or click on the Back button

45. File W-2s

46. File W-2s

47. File W-2s

48. File W-2s
Warnings will still print a W2 – Errors must be corrected before continuing

49. File W-2s

50. File W-2s

51. File W-2s
If LGC is set to print the W2’s you will not see an option for W-2 Forms. This is setup under the W-2 Submitter Tab of the Employer Identification Number under Administration.

52. File W-2s

53. File W-2s

54. File W-2s

55. File W-2s

56. W-2 Batches
Double click batch

57. W-2 Batches

58. W-2 Batches

59. W-2 Batches

60. W-2 Batches

61. W-2 Batches

62. W-2 Batches
Double Click to go into an employee W2 record

63. W-2 Batches

64. W-2 Batches

65. W-2 Batches

66. Year End
W-2c’s

67. File W-2c’s
Same steps as W2 process but will pull any employees who have different amounts from original W2 batch

68. Year End
ACAs

69. File ACAs

70. File ACAs

71. File ACAs

72. File ACAs

73. File ACAs
Employer Form will only have one option (depending on if the employee form is a 1095 or 1094)

74. File ACAs

75. File ACAs

76. File ACAs

77. File ACAs

78. Year End
Create ACA Tax Year

79. Create ACA Tax Year

80. Create ACA Tax Year

81. Year End
Employee Year End

82. Employee Year End

83. Employee Year End
Defaults with checkmark to roll

84. Employee Year End
Defaults with all checked

85. Employee Year End
Defaults with all checked

86. Employee Year End

87. Employee Year End

88. This completes the NextGen Payroll Period End Processes Presentation Thanks for attending!