Intermittent Phone Issues

Please be patient today Feb 3 2014 as we are experiencing intermittent phone issue.  You can also email us at adukes@diocesan.com

 

Annual Staff Meetings

The CMR staff is gathered for Annual Meetings the week of December 10 thru 14th.  Return call times may be delayed,  Thanks for your patience.

Ledger / Payroll and the Affordable Care Act

Some of the provisions of the Affordable Care Act (ACA) take effect for the purchase of medical insurance October 1, 2013.

There are also some requirements for reporting employer provided insurance benefits paid in 2013.

 

Use the link below to review the ACA requirements:

http://www.irs.gov/uac/Affordable-Care-Act-Tax-Provisions-Home

 

Your PDS Payroll Management program will allow you to add the required employer paid medical insurance premium information for each employee before printing the W2s.

W2s, W3s, 1099-Misc, and the 1096 forms are all available by following this link:

 

https://store.acstechnologies.com/cat-Tax_Forms-78.aspx

 

…or through your payroll program On-line resources > forms and supplies > tax forms.

(remember the W2 and 1099 universal forms are for use by electronic tax filers only)

You can also obtain forms from your local office supply store.

 

 

Clients that have their payroll outsourced will need to contact that service provider to see how to report the required information.

Reminder that version 7 is available!

Version 7 of all PDS  programs are now available!  If you carry our support package (SBS = Subscription Based Support) on these PDS products the upgrades will be free to you.

If you do not carry SBS with us and wish to upgrade your programs, give our office a call and we can get you the pricing of each product.  (1-877-455-9300).

OHIO Payroll users take note: New Tax Rates for Ohio

Attention OHIO PDS Payroll Users:  Ohio will have new tax rates that take effect in September 2013.  The new tax table is now available from CMR and is free to you if you carry SBS.

 

If you would like assistance in updating to the new tax rates please call 877 455 9300

Upcoming close to the Fiscal Year – Ledger Payroll

June 30th marks the end of the fiscal year for most of us.  Here are a few steps to follow for the closing out of the fiscal year.

 

Payroll:

Be sure all payrolls are run for June and that all tax payments have been made prior to June 30th.  Your payroll liability accounts (taxes and benefits) should all have zero dollars as the balance.

 

General Ledger/Payables:

1) Pay all invoices due in the current fiscal year before June 30th.

2) Verify that all liabilities have been paid such as Diocesan collections, or outsourced payroll liabilities (taxes and benefits).

3) Run the “Fix Data Discrepancies” and make any needed corrections.  Run the “Verify COA”.  Call us for help if needed.

4) Reconcile all of the bank accounts.

5) Run any reports required by your diocese and/or finance committee.

6) Post any journal entries required by your diocese, usually done just before closing the fiscal year (depreciation, closing any capital campaign income and expense accounts, etc.)

7) Close the Fiscal year (not the month of June).

PDS Program Updates

Take a moment to check for updates in your PDS program today.

You can install the latest update of your PDS program by clicking into the “Online Resources” menu and clicking on “check for program updates”

If necessary you will be prompted to either install the latest version.

 

The current versions numbers are

 

Church Office  – 6.4.F

School Office – 6.4.F

Formation Office 6.4.F

Ledger/Payroll  – 6.3.C

Ministry Scheduler – 6.5.G

Facility Scheduler – 6.1.B

Viewing Ledger Transaction Detail

VIEWING TRANSACTION DETAIL

Often we hear about frustration from users when researching the detail on transactions. This normally entails moving back and forth between the Transaction History Screen and the Transaction Detail Screen. Use the link below to set up a method for viewing transaction detail with no “muss or fuss”….

 

Program Updates – Reminder

Take a moment to check for updates in your PDS program today.

You can install the latest update of your PDS program by clicking into the “Online Resources” menu and clicking on “check for program updates”

If necessary you will be prompted to either install the latest version.

 

The current versions numbers are

 

Church Office  – 6.4.E

School Office – 6.4.E

Formation Office 6.4.E

Ledger/Payroll  – 6.3.a

Ministry Scheduler – 6.5.E

Facility Scheduler – 6.0.H

 

 

2013 Tax Tables for Ledger Payroll

The 2013 Tax Tables have been released.  To request the download for the withholding tables for 2013, please click here:

http://www.churchmgmt.com/Support/Tax-Tables

Complete the form and we will contact you with download information.

As always, call with any questions concerning your payroll processes: 877.455.9300.

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