Download presentation
Presentation is loading. Please wait.
Published byGrace Chandler Modified over 9 years ago
1
Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) cms 2 PR Proc-TaxesFix ™ Fixing FICA/SS/Other % Taxes Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
2
Slide#: 2© GPS Financial Services 2008-2009Revised 04/26/2009 Product & Bundle Pricing >> Highest Product full price << Single Bundled cms2AR FixCodesChg cms2AR FixMissingInfo $ 111$ 56 cms2AR AutoCreditHold$ 350$ 175 cms2AR AreaCodeFix or Add Fax #’s or Add SIC$ 350$ 175 cms2AR CopyCustomers-Prospects $ 350$ 175 cms2SH ShippingNotifications $ 155$ 74 cms2EX Excel$ 199$ 99 cms2EM Email$ 89$ 44 cms2AR IntegrityVer$ 350$ 175 cms2AR PhoneCheck/Fax$ 88$ 44 cms2AR PwrEntry$ 350$ 175 cms2UF LookupEnh+ or cms2UF UDF $100$ 50 cms2EM PDFblaster+Call $$$ A Little Advertising
3
Slide#: 3© GPS Financial Services 2008-2009Revised 04/26/2009 To empower the user’s of the Cougar Mountain’s Professional Version: –To improve the ease of use –To assist in spot changes in trends –To maximize cash follow by: reducing inventory under-stock’s/over-stock’s Maximizing collections on accounts receivable –To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS Statement of Goals
4
Slide#: 4© GPS Financial Services 2008-2009Revised 04/26/2009 1.Product Info 2.Installation 3.Troubleshooting 4.Upgrades, Service Packs & Smart Patches 5.Technical Info 6.Future Plans 7.Ordering Info 8.Other Products 9.Enhanced Reports 10.Examples & FAQ’s 11.Tips & Tricks Sections to this presentation
5
Slide#: 5© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
6
Slide#: 6© GPS Financial Services 2008-2009Revised 04/26/2009 Added Functionality Improved User friendliness Quickly fix missing or bad data Module Integrity Verification Compatible with CMS Versions 4 through 12 & V2009 cms 2 PR Proc-TaxesFix ™ Product Info
7
Slide#: 7© GPS Financial Services 2008-2009Revised 04/26/2009 PR taxes normally get off when PR Taxes are not recalculated after making changes to gross earnings Another reasons if the tax rates or tax limits were in error Try to make your adjustments in a way that adjustments stay within the same governmental agency to minimize interest and penalties. So FICA/SS should be offset by a change to Federal income tax, and state adjustments should be offset by changes to State income tax. Remember to correct both the employee and the employer sides cms 2 PR Proc-TaxesFix ™ Product Info
8
Slide#: 8© GPS Financial Services 2008-2009Revised 04/26/2009 Backup your files first. Never do a restore of data without help from a tech support person. Steps you need to put in two transactions, an non-check addition and a payroll correction that net to the changes needed. But its most efficient to start off entering both entries as a check, calculate taxes, then change one to be a non- check addition and the other to be a payroll correction. Its best to pick a dollar amount large enough so that adjustments won’t result in a negative net check (usually $1,000.00 is enough). You may want to reverse all the activity for the quarter. Advanced users, can use the EndOfYr.exe, to test the changes in another company code. cms 2 PR Proc-TaxesFix ™ Product Info
9
Slide#: 9© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Change PR Local Transaction Date to Minimize Date Errors
10
Slide#: 10© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Turn off the integration to BR you will need to put in the GL Cash Acct
11
Slide#: 11© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Recommend a separate batch, if your PR isn’t set up for multi-batch mode, make sure that the batch is empty
12
Slide#: 12© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Enter Adjustments
13
Slide#: 13© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #1 & 2 - Enter as a check to start, enter the date for a quarter for not yet filed If your problem relates to errors in shelter coding, it would be best to post the positive and negative transactions in separate batches, change the shelter coding in between
14
Slide#: 14© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Enter as amount
15
Slide#: 15© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Calculate Taxes
16
Slide#: 16© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Enter Adjustments
17
Slide#: 17© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Select Transaction #1
18
Slide#: 18© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #1-Change to non-check Addition, keep the calculate taxes at none
19
Slide#: 19© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Before change
20
Slide#: 20© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #1-Change Federal and/or State Withholding and zero SS to both Employee & Employer
21
Slide#: 21© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Select Transaction #2
22
Slide#: 22© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #2-Change to Adjustment which is a negative transaction, keep the calculate taxes at none
23
Slide#: 23© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Trans #2-Change Federal and/or State Withholding and zero SS to both Employee & Employer
24
Slide#: 24© GPS Financial Services 2008-2009Revised 04/26/2009 Recalulate taxes - (since each record is marked as do not recalculate taxes, this step will only update the calculate taxes flag) Edit report & check carefully – Check Date – Check tax amounts – Taxes and that the net check amount match to the penny Do a backup of the data (advanced users can copy the files to a temporary company code) Post entries (if you get message that checks not printed, its OK) Check that the adjustment resulted in the correct amounts Reset BR reconciliation flag to the same setting as before cms 2 PR Proc-TaxesFix ™ Installation Instructions
25
Slide#: 25© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Product Info Turn back on the integration to BR
26
Slide#: 26© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
27
Slide#: 27© GPS Financial Services 2008-2009Revised 04/26/2009 Not applicable cms 2 PR Proc-TaxesFix ™ Installation Instructions
28
Slide#: 28© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
29
Slide#: 29© GPS Financial Services 2008-2009Revised 04/26/2009 This product should require no troubleshooting. Its beautiful in its simplicity. Re-indexing is almost always a first step If a record locking error occurs, use UTICMS to delete any blank records If problems still exist, use dbFix & FileFix to rebuild the file If the problem remains, it might be desirable to use UTICMS to zap the file and recreate. cms 2 PR Proc-TaxesFix ™ Troubleshooting
30
Slide#: 30© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
31
Slide#: 31© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Upgrades, Service Packs & Smart Patches This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility If a custom report was installed, it will need to be reloaded
32
Slide#: 32© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
33
Slide#: 33© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Technical Information Pending
34
Slide#: 34© GPS Financial Services 2008-2009Revised 04/26/2009 The pricing on future enhancements is not known at this time cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
35
Slide#: 35© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Future Plans Pending
36
Slide#: 36© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
37
Slide#: 37© GPS Financial Services 2008-2009Revised 04/26/2009 How Can I Get the CMStotheMax ™ Products? You can get this product from your favorite Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax email us at: sales@CMStotheMAX.com
38
Slide#: 38© GPS Financial Services 2008-2009Revised 04/26/2009 CMS to the MAX & Cougar-Magic
39
Slide#: 39© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 EM Email ™ cms 2 EX Excel ™ cms 2 EM PDFblaster ™ cms 2 AR PowerEntry+ ™ cms 2 AR AutoCreditHold ™ cms 2 SY Lookup-Enh ™ cms 2 OE Collection-Notes ™ cms 2 AR PastDueNotices tm cms 2 CM Collections ™ cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 RAR AreaCodeFix ™ cms 2 OE Unpost ™ cms 2 R&R LearnCD tm cms 2 SH UPS/Fedex/more ™ cms 2 SH ShippingAcknow ™ cms 2 CT ContactMgt ™ Cougar-Magic ™ cms 2 SY UDF ™ Top Sellers & New Products
40
Slide#: 40© GPS Financial Services 2008-2009Revised 04/26/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections
41
Slide#: 41© GPS Financial Services 2008-2009Revised 04/26/2009
42
Slide#: 42© GPS Financial Services 2008-2009Revised 04/26/2009 Enhanced & Custom Reports Pricing Normal Enhanced Report Single Normal Enhanced Report$ 55 All normal enhanced reports in a module$100 All normal enhanced reports, report tab only all modules$188 All normal enhanced reports for all modules$288 Premium Enhanced Reports Comparative Sales & Profits (2 period or 3 periods)$110 Customers with no purchases in a date range$ 55 Past Due Invoices in a date range$110
43
Slide#: 43© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
44
Slide#: 44© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Examples Pending
45
Slide#: 45© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ by CMS to the MAX
46
Slide#: 46© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Tips & Tricks Pending
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.