INTRO

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INTRO
/
Education Solutions Development, Inc.
W2s and Employee Portal 2.0
ANUA 2012 New Orleans
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SLIDES
Balancing W2s
It is recommended that you maintain a spreadsheet
and balance your numbers quarterly (at a minimum)
to the amounts on the APECS W2 Report
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SLIDES
Balancing W2s
The W2 job has a parameter for 941 Totals. When
you check this box and click Search your payroll
jobs will display. Mark the jobs that should be
used to determine the unduplicated employee count

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SLIDES
Balancing W2s
941 Totals A line will be added in 2013 for
Additional Medicare Tax on High Earners (Employee
additional .9 on wages over 200,000)

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SLIDES
Cost of Coverage on the 2012 W2
Employers are required to report the total cost
of health benefits on the W2 for reporting year
2012. The total cost of health care benefits
reported must include both the employees
contribution as well as the employers
contribution The reporting of the cost of health
care benefits is for information purposes
only The total cost of health care benefits will
be reported in Box 12 of the W2 Form with a Code
of DD
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SLIDES
Cost of Coverage on the 2012 W2
On the Deductions and Benefits Setup Screen you
must check the appropriate boxes (Employer,
Employee or Both) on codes that are applicable to
this reporting requirement. If you use a Major
Category code to group like records you need to
check these boxes only for the Major Category
Code
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SLIDES
Cost of Coverage on the 2012 W2
The W2 Report will show the new code DD and a
total is provided at the end of the report
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SLIDES
Balancing W2s
Box 14 can be used to report any information you
want to provide your employees. Enter in
priority order as there is only room to print 3
lines per employee in box 14

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SLIDES
Balancing W2s
W2 Adjustments

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Account Ability
Account Ability is used to produce the W2 forms
and file(s) Import employee data from APECS into
Account Ability Medicare Qualified Government
Employer Two employer (client) records are
created in AA One for the R client One for
the Q client Requires two imports into Account
Ability to extract the different record types

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Employee Portal
Registration Agreement

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Employee Portal
Registration Agreement When the employee clicks
Accept an Event is written

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Employee Portal
Access from the application

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Employee Portal
Attendance You can control the categories that
show Time Worked Data source is Employee
Timesheets Reimbursements Payments made through
Accounts Payable using the Employee ID as the
Vendor Number Mileage Employees can enter a
new claim or view claims submitted Direct Deposit
Entries from the Deduction/Benefit Screen will
show in addition to the TAX Screen net
information Paycheck History You can prevent
checks from displaying on the screen prior to the
actual pay date
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SLIDES
Employee Portal
Reimbursements