Do you have employer-paid health savings account contributions that have not ... Paycor's cloud-based reporting applicat
CPACare Care CPA
A
s part of Paycor’s ongoing effort to make payroll and HR as painless as
possible, we have streamlined the yearend kit to make it consistent for you and our mutual clients. For instance, you will notice the hold form and year-end website will be the same for clients and CPAs. We pride ourselves on providing superior service to both our clients and their CPAs, especially during this critical time of year.
INCLUDED IN THE KIT • A list of important Paycor dates and deadlines • Instructions for electronically completing and submitting the hold form
YEAR-END WEBSITE paycor.com/year-end
• Electronic “Hold Books Open” form • Important dates and deadlines • Educational year-end webinars • Client year-end Interactive PDF • Form to request online reporting access • Other important documents and resources
FOR ADDITIONAL INFORMATION Visit paycor.com/year-end Call: 866.729.2671 Fax: 513.619.4511 Email:
[email protected]
CPA CARE YEAR-END SERVICES Superior service • Dedicated Advocates available • Complimentary custom reporting Reports available prior to last payroll run • Year-to-date tax projection • 401(k) contribution Variety of standard reports • Expanded year-to-date summary • Customized general ledger • Departmental summaries • FICA tip detail Online Reporting • Access to mutual client data anytime, anywhere • Single sign-on for access to all mutual clients
CPA Care
Contact us:
Call: 866.729.2671
Fax: 513.619.4511 Email:
[email protected]
Due Dec. 5, 20 17
CPA Care
SHOULD PAYCOR HOLD MY CLIENTS’ BOOKS OPEN UNTIL DECEMBER 29, 2017? Your clients’ payroll records will be closed after processing the last scheduled payroll run of the year to accelerate the processing of W-2s and tax filings, unless they have items that require additional payrolls or adjustments. Please review the items below. If one or more applies, please submit this “Hold My Books Open” form electronically at paycor.com/year-end. KEY DATES: December 5, 2017 – Hold Form Due* December 29, 2017 – Books will be held open until this date if form is submitted. If you answer ‘Yes’ to any of the following questions for your client, you will need to request for Paycor to hold your clients’ books open until December 29, 2017. Do you provide any of your employees with a company car that also can be used for
non-work related purposes? Are you an S-Corporation and do you provide health insurance on behalf of the 2%
shareholders? Will you be paying any year-end bonuses that will not be included in a regularly
scheduled payroll? Do you pay group-term life insurance premiums for employees with coverage over
$50,000? Do you have employer-paid health savings account contributions that have not been
previously reported? Did you reimburse any employees in 2017 for excludable moving expenses? Do you have additional 1099 information (contracted labor) to send to Paycor? Have any of your employees taken advantage of the company’s third party sick pay plan?
If yes, your books will be held open until January 12, 2018. *If Paycor does not receive notification to hold your clients’ books open, your clients’ books will be closed with their last processed payroll. A minimum fee of $250 will be assessed to re-open payroll records for 2017. If books need to be held open beyond December 29, 2017, the same minimum fee will apply.
Contact us:
Call: 866.729.2671
Fax: 513.619.4511 Email:
[email protected]
CPA Care
REPORTING AND ANALYTICS
EASY ACCESS TO YEAR-END REPORTS WITH PAYCOR’S REPORTING AND ANALYTICS REPORT ACCESS WHEN AND WHERE YOU NEED IT Paycor’s cloud-based reporting application gives you quick, easy access to client data and allows you to configure reports with the data you need. Just point and click to create custom reports in minutes, or choose from a number of standard reports. CLIENT INFORMATION AT YOUR FINGERTIPS Use Reporting and Analytics to view organizational summaries, expanded YTD reports, customized general ledger reports and other important client information. KEY FEATURES: • Configurable dashboard with charts and trending graphs • Standard templates such as 401(k) or total compensation report • Schedule reports to email automatically to you or your clients • General Ledger report access for your accounting software
LEARN MORE AT PAYCOR.COM/CUSTOM-WEB-REPORTING.
Contact us:
Call: 866.729.2671
Fax: 513.619.4511 Email:
[email protected] 