How to set up employee information and pay items for clergy.
Preparing W-2/W-3 forms for distribution and filing on macOS. 18 minutes.
Preparing W-2/W-3 Forms on Windows. Webinar recording. 21 minutes.
Covers the basics of tracking Memorial Gifts: Creating gift designees, recording contributions as memorial gifts, reporting on gifts given and gifts used. 12 minutes.
When completing Form W-4, Employee's Withholding Allowance Certificate, an employee may request that an extra amount be withheld in addition to the calculated withholding. On the 2019 form , this is requested on line 6. In the case of clergy, whose compensation is not subject to federal withholding, this amount will represent a fixed amount to be withheld each pay period.
Both of these are set up using the Taxes/Deductions section of the Pay Items tab of the Employee Information record.
Recorded webinar on the basics of CDM+ Payroll. 26 minutes. Introduces Payer Records, Deduction Setup, and setting up employees with pay items and deductions.
Preparing 1099-MISC forms for the 2018 tax year using CDM+ Accounts Payable and Aatrix. 12 minutes.
Before installing CDM+ 10.2
Backup your data
Back all databases that will be updated to CDM+ 10.2. If you're on Data Hosting you can contact support to make a backup or simply rely on the nightly backup.
Please note that Windows XP, Windows Vista, and macOS versions prior to 10.9 are NOT supported.
Video. Preparing W-2 forms for 2018 in Windows. 23 minutes.
Webinar recording. Emailing contribution statements with CDM+. 14 minutes.