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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
I will not be able to hear you during
the webinar, but you have some tools
to tell me if you need some help.
By your attendee status are some
status icons to help me know if you
need me to speak up or speak more
softly. You can also put out the life
saver to tell me if you need some
assistance.
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 – ReleaseUnrelease 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
Please use the Chat to ask your question.
Thank You for attending!
Please take the survey following the
Webinar

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Online Tax Forms Training - SentricWorkforce Version 1

  • 2. 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
  • 3. Webinar How To I will not be able to hear you during the webinar, but you have some tools to tell me if you need some help. By your attendee status are some status icons to help me know if you need me to speak up or speak more softly. You can also put out the life saver to tell me if you need some assistance.
  • 4. 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
  • 5. CONFIGURE TAX FORM PARAMETERS Training: SentricWorkforce Online Tax Forms
  • 6. 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
  • 7. Go to Setup – Tax Forms – Configure Tax Form Parameters
  • 8. Create New record or edit existing.
  • 9. PUBLISH TAX FORMS Training: SentricWorkforce Online Tax Forms
  • 10. Go to Setup – Tax Forms – Publish Tax Forms
  • 11.  Select Company from list  Select tax Year from list  Publish to complete task
  • 12. RELEASE/UN-RELEASE TAX FORM Training: SentricWorkforce Online Tax Forms
  • 13. Go to Setup – Tax Forms – ReleaseUnrelease Tax Forms
  • 14.  Select Company from list  Select Tax Year from list  Tax forms for the employees to display
  • 15. Release All – available to all employees in ESS Unrelease All – remove all access to forms in ESS
  • 16.  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
  • 17. TAX FORMS IN EMPLOYEE SELF SERVICE Training: SentricWorkforce Online Tax Forms
  • 18. Go to Employee Self-Service – Personal Information – Answer Electronic Signature Questions
  • 19. Go to Employee Self-Service – Pay – Tax Forms
  • 20. Signature Required component to appear Answer signature questions, select Verify Identity
  • 21. Click View Tax Form link to view form for associated year.
  • 22. Withdraw consent at Employee Self-Service – Pay – Tax Forms – Tax Form Consent
  • 23. Signature Required component to appear Answer signature questions, select Verify Identity
  • 25. Four tax form alerts are included in SentricWorkforce.  Employee Consent to View Tax Form  Employee Withdraws Tax Form  Tax Form Released  Tax Form Unreleased
  • 26. Go to Setup – Utilities – Alerts – Setup Alerts Select tax form alert from list – note Email Template
  • 27. Communication Templates, modify Subject and/or Body
  • 29. 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.
  • 30. 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.
  • 32. 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.
  • 33. DID YOU KNOW? Training: SentricWorkforce Online Tax Forms
  • 34. 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!
  • 35. QUESTION AND ANSWER Training: SentricWorkforce Online Tax Forms
  • 36. Question and Answer Please use the Chat to ask your question.
  • 37. Thank You for attending! Please take the survey following the Webinar