Wiki source code of Calendar Tab

Last modified by Derek K on 2024/02/07 22:29
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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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7 [[image:Calendar_1.jpg||alt="Calendar 1.jpg" height="696" width="1000"]]
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9 **~ **
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11 **The information needed to set up the calendar is as follows:**
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13 * **Federal Filer** 
14 ** Select the **Federal Filing Frequency** for the company.
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16 [[image:Calendar_2.jpg||alt="Calendar 2.jpg" height="697" width="1000"]]
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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**.
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22 [[image:Calendar_3.jpg||alt="Calendar 3.jpg" height="697" width="1000"]]
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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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27 [[image:Calendar_4.jpg||alt="Calendar 4.jpg" height="697" width="1000"]]
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29 * **Pay Period**
30 ** Select the **Pay Period** for the company.
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32 [[image:Calendar_5.jpg||alt="Calendar 5.jpg" height="696" width="1000"]]
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34 * **Pay Day of Week**
35 ** Select the **Day of the Week** the employees are paid.
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37 [[image:Calendar_6.jpg||alt="Calendar 6.jpg" height="697" width="1000"]]
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39 * **Pay Date Review**
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41 Review pay dates for this company by selecting or deselecting dates on the calendar.
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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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47 [[image:Calendar_7.jpg||alt="Calendar 7.jpg" height="697" width="1000"]]
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49
50 * **Actual Pay Day**
51 Select a date that the employees have been paid in the past.
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53 [[image:Calendar_8.jpg||alt="Calendar 8.jpg" height="699" width="1001"]]
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55 * **Summary**
56 * Here it will display the reminders based off of the selection. You may edit any information here.
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58 [[image:Calendar_9.jpg||alt="Calendar 9.jpg" height="697" width="1000"]]
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60 * Changes will be saved and a new calendar page will display.
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62 [[image:Calendar_10.jpg||alt="Calendar 10.jpg" height="696" width="1000"]]
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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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67 [[image:Calendar_11.jpg||alt="Calendar 11.jpg" height="908" width="750"]]
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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]] ===
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. ======