Microsoft Dynamics GP 2013 Year-End Information … · Page: 1 2013 YE Microsoft Dynamics GP...

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2013 YE Microsoft Dynamics GP payroll.pptx

Microsoft Dynamics GP 2013 Year-End Information for Payroll

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Welcome! Important Web Seminar Notes

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To Receive CPE Credit

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To Receive Group CPE Credit

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Course Materials

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McGladrey Resources

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[ Poll 1 ]

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Presenter

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Objectives

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Agenda

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Changes from Last Year

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Changes from Last Year (Continued)

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Preparing to Close the Payroll Year: Closing Fiscal Periods

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[ Poll 2 ]

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Preparing to Close the Payroll Year: Setting Up a New Fiscal Year*

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Preparing to Close the Payroll Year: Backups

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Preparing to Close the Payroll Year: Verify Date of Last Tax Update

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Preparing to Close the Payroll Year: Install Year-End Update

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Version GP2010 & GP2013 – Install US 2013 Payroll Year-End Update

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Version GP2010 & GP2013 – Install US 2013 Payroll Year-End Update (continued)

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Workstation update – all versions

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Installing On Windows VISTA, 7, 8 Or Windows Server 2008 Or 2012 With UAC Activated

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[ Poll 3 ]

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Payroll Closing Process

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Payroll Closing Process (continued)

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Slide 26

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Payroll Closing Process (continued)

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Payroll Closing Process (continued)

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Payroll Closing Process (continued)

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Additional Year-End Payroll Procedures

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Editing W-2 Records/Editing 1099-R Records

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Frequently Asked Questions

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Human Resource Module Steps

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Human Resource Module Steps (continued)

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Print W-2 and 1099-R Statements

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Frequently Asked Questions

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Create Magnetic Media File (EFW2 File)

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Install 2014 Payroll Tax Update (Tax Rate Table Update)

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SUTA Rate

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Processing 2014 Payroll Before W-2’s Printed

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Deleting Inactive Employee Information

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GP 2013 New Payroll Features

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GP 2013 New Payroll Features (continued)

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GP 2013 New Payroll Features (continued)

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GP 2013 New Payroll Features (continued)

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GP 2013 New Payroll Features (continued)

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[ Poll 4 ]

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Upcoming Events

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Q & A

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McGladrey Resources

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Thank you for attending!

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Slide 52

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