Transcript TxEIS End of Calendar Year Procedures December 5, 2013

TxEIS
2013 End of Calendar
Year Procedures
First Payroll of Calendar Year
December 5, 2013
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Verify 2014
Pay date data
• Tables > Pay Dates
• Double check School Year (2014), Pay Date, Begin
Date, End Date, TRS Month, and TWC Quarter.
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Update Tax Tables for
2014 calendar year
• Tables > Tax/Deductions
• Verify 2014 tax rates are displaying correctly if tables
are loaded using the Install Salary/Tax Tables Utility
in TxEIS
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Update Exemptions
• Tables > Tax/Deductions > Exemptions tab
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Update Income Tax
• Tables > Tax/Deductions > Income Tax tab
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Update FICA Tax
• Tables > Tax/Deductions > FICA Tax tab
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Update Unemployment
table
• Tables > Tax/Deductions > Unemployment
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Installing Tax Tables
• Human Resources > Utilities > Install Salary/Tax
Tables
• Download and Save the zipped file to your desktop.
Once saved go to your desktop and open the
zipped file. You will need to copy and paste all
three files to the desktop individually.
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Verify pay information
• Payroll Processing > Run Payroll
• Select your January Pay Date and Retrieve. This
should match the pay information we verified in
your Pay Date Table.
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Calendar YTD Report
• Reports > HR Reports > Year To Date Reports >
HRS3000 Calendar YTD
• After the first payroll is processed, print the Calendar
YTD Report to verify the year-to-date information
only consists of the first payroll of the new calendar
year.
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