Wiki source code of Calendar Tab
Last modified by Derek K on 2024/02/07 22:29
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1.1 | 1 | The **Calendar** tab is used to setup and maintain payroll reminders. |
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| 3 | Before going through the process to set up the calendar, make sure the **Filing States** are filled in on the **Companies **tab. | ||
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| 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. | ||
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4.1 | 7 | [[image:Calendar_1.jpg||alt="Calendar 1.jpg" height="696" width="1000"]] |
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1.1 | 8 | |
| 9 | **~ ** | ||
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| 11 | **The information needed to set up the calendar is as follows:** | ||
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2.1 | 13 | * **Federal Filer** |
| 14 | ** Select the **Federal Filing Frequency** for the company. | ||
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1.1 | 15 | |
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4.1 | 16 | [[image:Calendar_2.jpg||alt="Calendar 2.jpg" height="697" width="1000"]] |
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1.1 | 17 | |
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2.1 | 18 | |
| 19 | * **Filing States** | ||
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1.1 | 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**. |
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4.1 | 22 | [[image:Calendar_3.jpg||alt="Calendar 3.jpg" height="697" width="1000"]] |
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1.1 | 23 | |
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2.1 | 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.) // | ||
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1.1 | 26 | |
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4.1 | 27 | [[image:Calendar_4.jpg||alt="Calendar 4.jpg" height="697" width="1000"]] |
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1.1 | 28 | |
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2.1 | 29 | * **Pay Period** |
| 30 | ** Select the **Pay Period** for the company. | ||
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1.1 | 31 | |
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4.1 | 32 | [[image:Calendar_5.jpg||alt="Calendar 5.jpg" height="696" width="1000"]] |
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1.1 | 33 | |
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2.1 | 34 | * **Pay Day of Week** |
| 35 | ** Select the **Day of the Week** the employees are paid. | ||
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1.1 | 36 | |
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5.1 | 37 | [[image:Calendar_6.jpg||alt="Calendar 6.jpg" height="697" width="1000"]] |
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1.1 | 38 | |
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2.1 | 39 | * **Pay Date Review** |
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1.1 | 41 | Review pay dates for this company by selecting or deselecting dates on the calendar. |
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2.1 | 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. | ||
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1.1 | 46 | |
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5.1 | 47 | [[image:Calendar_7.jpg||alt="Calendar 7.jpg" height="697" width="1000"]] |
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1.1 | 48 | |
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2.1 | 49 | |
| 50 | * **Actual Pay Day** | ||
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1.1 | 51 | Select a date that the employees have been paid in the past. |
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5.1 | 53 | [[image:Calendar_8.jpg||alt="Calendar 8.jpg" height="699" width="1001"]] |
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1.1 | 54 | |
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2.1 | 55 | * **Summary** |
| 56 | * Here it will display the reminders based off of the selection. You may edit any information here. | ||
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1.1 | 57 | |
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5.1 | 58 | [[image:Calendar_9.jpg||alt="Calendar 9.jpg" height="697" width="1000"]] |
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1.1 | 59 | |
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2.1 | 60 | * Changes will be saved and a new calendar page will display. |
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1.1 | 61 | |
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5.1 | 62 | [[image:Calendar_10.jpg||alt="Calendar 10.jpg" height="696" width="1000"]] |
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1.1 | 63 | |
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2.1 | 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. | ||
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1.1 | 66 | |
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5.1 | 67 | [[image:Calendar_11.jpg||alt="Calendar 11.jpg" height="908" width="750"]] |
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3.1 | 68 | |
| 69 | ---- | ||
| 70 | |||
| 71 | == Related Pages: == | ||
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| 73 | |||
| 74 | === [[Other Filings Tab Features>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Other Filings Tab Features.WebHome]] === | ||
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6.1 | 76 | ====== Learn more about the other features under the Filings Tab. ====== |
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3.1 | 77 | |
| 78 | |||
| 79 | === [[Filing Status>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Filing Status.WebHome]] === | ||
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6.1 | 81 | ====== Learn how to check your filing's status. ====== |
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3.1 | 82 | |
| 83 | |||
| 84 | === [[Year-End Manager Tab>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Year-End Manager Tab.WebHome]] === | ||
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6.1 | 86 | ====== Learn more about the Year-End Manager Tab and its features. ====== |
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3.1 | 87 | |
| 88 | |||
| 89 | === [[Deleting a Filing>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Deleting a Filing.WebHome]] === | ||
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6.1 | 91 | ====== Learn how to delete a filing. ====== |
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3.1 | 92 | |
| 93 | |||
| 94 | === [[Update Submission Dates>>doc:Windows.U\.S\..Getting Started.Managing my eFilings.Update Submission Date.WebHome]] === | ||
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6.1 | 96 | ====== Learn how to update W-2, 1099, and 1095 submission dates. ====== |