SentricWorkforce provides online tax forms and the ability to publish, release, and manage employee access to tax documents like the W-2. The webinar covered how to configure a tax form administrator, publish and release tax forms for a specific company and year, view forms in employee self-service, and set up email notifications. It also provided best practices for testing the process and reminders about important tax deadlines. Fifteen minutes were allotted at the end for questions.

1. SentricWorkforce
Online Tax Forms
Friday, Dec. 11, 2015
Sentric

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
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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 the Tool Icon – Setup

8. Go to Job - Company

9. Select company from bottom. Pencil Icon to edit.

10. Add or edit Tax Administrator Information

11. PUBLISH TAX FORMS
Training: SentricWorkforce Online Tax Forms

12. Go to Pay – Tax Forms

13. From Actions – Publish Tax Forms

14.  Select Company from list
 Select Tax year from list
 Publish to complete task

15. RELEASE/UN-RELEASE TAX FORM
Training: SentricWorkforce Online Tax Forms

16. Still within Pay – Tax Forms
 Select Company from list on left
 Select Tax Year from list on left
 Tax forms for the employees to display

17. Release all – available to all employees in ESS
Unrelease all – remove all access to forms in ESS

18. Release/unrelease individual tax form click Menu Icon –
Release or Unrelease.

19.  Employee Name - listed alphabetically (default)
 ESS Access - if they have access
 Current Consent - employees’ consent to receive tax forms
electronically
 Corrected form – produced by Sentric
 Employee Viewed – indicator
 Released date

20. To view tax form click Menu Icon – View

21. You may also view forms under People – Pay – Tax Forms

22. TAX FORMS IN EMPLOYEE SELF SERVICE
Training: SentricWorkforce Online Tax Forms

23. Go to My Profile - Pay

24. In Tax Form section, click Consent

25. Signature Required component to appear
Answer signature questions, select Verify Identity

26. Click the Paper Icon to view form for associated year.

27. Withdraw consent at My Profile – Pay – Tax Form

28. Signature Required component to appear
Answer signature questions, select Verify Identity

29. EMAIL NOTIFICATIONS
Training: SentricWorkforce Online Tax Forms

30. Four tax form alerts are included in SentricWorkforce.
 Employee Consent to View Tax Form
 Employee Withdraws Tax Form
 Tax Form Released
 Tax Form Unreleased

31. Go to Notifications - Alerts

32. Select tax form alert from list – click Pencil Icon to edit

33. Email Template, modify Subject and/or Body

34. BEST PRACTICES
Training: SentricWorkforce Online Tax Forms

35. 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.

36. 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.

37. REMINDERS
Training: SentricWorkforce Online Tax Forms

38. 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.

39. DID YOU KNOW?
Training: SentricWorkforce Online Tax Forms

40. 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!

41. QUESTION AND ANSWER
Training: SentricWorkforce Online Tax Forms

42. Question and Answer
Please use the Chat to ask your question.

43. Thank You for attending!
Please take the survey following the
Webinar