Wiki source code of Calendar Tab
Version 4.1 by jackb on 2023/11/01 21:52
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| author | version | line-number | content |
|---|---|---|---|
| 1 | The **Calendar** tab is used to setup and maintain payroll reminders. | ||
| 2 | |||
| 3 | Before going through the process to set up the calendar, make sure the **Filing States** are filled in on the **Companies **tab. | ||
| 4 | |||
| 5 | After clicking on the **Calendar** tab, you will be prompted to setup the calendar reminders. If you have multiple companies, **select the company** you want to set up the calendar for by choosing the company from the drop-down menu. | ||
| 6 | |||
| 7 | [[image:Calendar_1.jpg||alt="Calendar 1.jpg" height="696" width="1000"]] | ||
| 8 | |||
| 9 | **~ ** | ||
| 10 | |||
| 11 | **The information needed to set up the calendar is as follows:** | ||
| 12 | |||
| 13 | * **Federal Filer** | ||
| 14 | ** Select the **Federal Filing Frequency** for the company. | ||
| 15 | |||
| 16 | [[image:Calendar_2.jpg||alt="Calendar 2.jpg" height="697" width="1000"]] | ||
| 17 | |||
| 18 | |||
| 19 | * **Filing States** | ||
| 20 | This will show all states that have been selected under the **Filing States** on the **Companies** tab. **Select the state** to set up reminders for, then click **Next**. | ||
| 21 | |||
| 22 | [[image:Calendar_3.jpg||alt="Calendar 3.jpg" height="697" width="1000"]] | ||
| 23 | |||
| 24 | * **State Filer Status** | ||
| 25 | * Use the dropdown beside each filing state and **choose the state filing frequency**. //(Not every state will have this option.) // | ||
| 26 | |||
| 27 | [[image:Calendar_4.jpg||alt="Calendar 4.jpg" height="697" width="1000"]] | ||
| 28 | |||
| 29 | * **Pay Period** | ||
| 30 | ** Select the **Pay Period** for the company. | ||
| 31 | |||
| 32 | [[image:Calendar_5.jpg||alt="Calendar 5.jpg" height="696" width="1000"]] | ||
| 33 | |||
| 34 | * **Pay Day of Week** | ||
| 35 | ** Select the **Day of the Week** the employees are paid. | ||
| 36 | |||
| 37 | [[image:https://www.aatrix.com/files/9416/2930/2799/Calendar_6.jpg||alt="Calendar 6.jpg" height="697" width="1000"]] | ||
| 38 | |||
| 39 | * **Pay Date Review** | ||
| 40 | |||
| 41 | Review pay dates for this company by selecting or deselecting dates on the calendar. | ||
| 42 | |||
| 43 | * This will show the highlighted **Pay Dates**. | ||
| 44 | * If you **select a highlighted date**, it will remove it from the reminder system. | ||
| 45 | * If you **select a non-highlighted date**, it will add it to the payday reminder system. | ||
| 46 | |||
| 47 | [[image:https://www.aatrix.com/files/8616/2930/2912/Calendar_7.jpg||alt="Calendar 7.jpg" height="697" width="1000"]] | ||
| 48 | |||
| 49 | |||
| 50 | * **Actual Pay Day** | ||
| 51 | Select a date that the employees have been paid in the past. | ||
| 52 | |||
| 53 | [[image:https://www.aatrix.com/files/2816/2930/3040/Calendar_8.jpg||alt="Calendar 8.jpg" height="699" width="1001"]] | ||
| 54 | |||
| 55 | * **Summary** | ||
| 56 | * Here it will display the reminders based off of the selection. You may edit any information here. | ||
| 57 | |||
| 58 | [[image:https://www.aatrix.com/files/9716/2930/3153/Calendar_9.jpg||alt="Calendar 9.jpg" height="697" width="1000"]] | ||
| 59 | |||
| 60 | * Changes will be saved and a new calendar page will display. | ||
| 61 | |||
| 62 | [[image:https://www.aatrix.com/files/4716/2930/3246/Calendar_10.jpg||alt="Calendar 10.jpg" height="696" width="1000"]] | ||
| 63 | |||
| 64 | * Here you can choose to **reset your calendar** if you no longer wish to receive reminders. | ||
| 65 | * With the **Calendar** tab, you can configure next year’s calendar or reconfigure this year’s calendar. | ||
| 66 | |||
| 67 | [[image:https://www.aatrix.com/files/5316/2930/5308/Calendar_11.jpg||alt="Calendar 11.jpg" height="908" width="750"]] | ||
| 68 | |||
| 69 | ---- | ||
| 70 | |||
| 71 | == Related Pages: == | ||
| 72 | |||
| 73 | |||
| 74 | === [[Other Filings Tab Features>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Other Filings Tab Features.WebHome]] === | ||
| 75 | |||
| 76 | Learn more about the other features under the Filings Tab. | ||
| 77 | |||
| 78 | |||
| 79 | === [[Filing Status>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Filing Status.WebHome]] === | ||
| 80 | |||
| 81 | Learn how to check your filing's status. | ||
| 82 | |||
| 83 | |||
| 84 | === [[Year-End Manager Tab>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Year-End Manager Tab.WebHome]] === | ||
| 85 | |||
| 86 | Learn more about the Year-End Manager Tab and its features. | ||
| 87 | |||
| 88 | |||
| 89 | === [[Deleting a Filing>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Deleting a Filing.WebHome]] === | ||
| 90 | |||
| 91 | Learn how to delete a filing. | ||
| 92 | |||
| 93 | |||
| 94 | === [[Update Submission Dates>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Update Submission Date.WebHome]] === | ||
| 95 | |||
| 96 | Learn how to update W-2, 1099, and 1095 submission dates. |