CDM+ Knowledge Base http://kb.cdmplus.com/rss.xml en Converting an existing Single Event Registration Tool (SERT) http://kb.cdmplus.com/node/12379 <span property="schema:name" class="field field--name-title field--type-string field--label-hidden">Converting an existing Single Event Registration Tool (SERT)</span> <span rel="schema:author" class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/9" typeof="schema:Person" property="schema:name" datatype="">Terry Hatmaker</span></span> <span property="schema:dateCreated" content="2019-07-22T17:50:49+00:00" class="field field--name-created field--type-created field--label-hidden">Mon, 07/22/2019 - 13:50</span> Mon, 22 Jul 2019 17:50:49 +0000 Terry Hatmaker 12379 at http://kb.cdmplus.com http://kb.cdmplus.com/node/12379#comments CDM+ 11.0 May 2019 Beta http://kb.cdmplus.com/node/12378 <span class="field field--name-title field--type-string field--label-hidden">CDM+ 11.0 May 2019 Beta</span> <div class="clearfix text-formatted field field--name-field-downloads field--type-text-long field--label-above"> <div class="field__label">Downloads</div> <div class="field__item"><p><img alt="Mac" data-entity-type="file" data-entity-uuid="0ac1f0d4-94df-4995-903f-881ff5ce6d3f" height="45" src="/sites/kb.cdmplus.com/files/inline-images/iu.png" width="45" />  <a href="http://download.cdmplus.com/cdm110/8572/cdm110.pkg">macOS 10.9+</a></p> <p><img alt="windows" data-entity-type="file" data-entity-uuid="50d07c6a-178d-4c4a-8ba7-38abdb5732c3" height="49" src="/sites/kb.cdmplus.com/files/inline-images/WindowsLogo.png" width="44" />  <a href="http://download.cdmplus.com/cdm110/8572/cdm110.exe">Windows 7+</a></p> </div> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">Alex Clay</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 05/22/2019 - 11:11</span> <div class="field field--name-field-list-at-top field--type-boolean field--label-hidden field__item">Off</div> Wed, 22 May 2019 15:11:53 +0000 Alex Clay 12378 at http://kb.cdmplus.com http://kb.cdmplus.com/node/12378#comments Filter Ministry Position Records http://kb.cdmplus.com/node/12361 <span class="field field--name-title field--type-string field--label-hidden">Filter Ministry Position Records</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 02/28/2019 - 09:42</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The Congregational Profile Web Ministry Tool makes it possible for Disciples regions to keep a history of congregational profiles in their CDM+ database. When a search committee uses the Tool to create their congregational profile, that profile can be recalled by clicking Profile in the sidebar. </p> <p><img alt="Ministry Position Profile sidebar link" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/tnt/2019/MinistryPositionProfileLink.png" /></p> <p>As long as the Ministry Position Record (formerly known as Congregations in Process) remains in the database, the congregational profile will be maintained.</p> <p>In many regions, the practice had been to delete Ministry Position Records once the search was completed. Now, retaining the records provides a history of searches with profiles developed using the Congregational Profile Tool. However, this can create a long list when you show all of your Ministry Position Records.</p> <h2>Search Status</h2> <p>CDM+ 10.2 added a <strong>Status</strong> field to the Ministry Position information. A search can be set to one of four statuses: Preparing Profile, Circulating Profile, On Hold, and Complete.</p> <p><img alt="Ministry Position Information" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/tnt/2019/MinistryPositionPositionInformation.png" /></p> <p>You can create a filter that will hide searches where the Status is Complete when doing a simple find or Show All on Ministry Position Records. This will keep completed searches out of the way when searching for active Ministry Position Records.</p> <h2>How to Create a Filter</h2> <p>To start building a filter, click Configure at the bottom of the Ministry Position Record sidebar.</p> <p><img alt="Configure sidebar" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/tnt/2019/ConfigureCollapse.png" /></p> <p>In the window that opens, look in the <em>Filter Simple Find Results</em> section. Choose <strong>Custom</strong>, then click <strong>Configure</strong> to define your filter.</p> <p><img alt="Filter Simple Find Results" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/tnt/2019/FilterSimpleFindResults.png" /></p> <p>An Advanced Find window will open. For the filter, you want to allow all searches that are not Complete to pass through the filter. So define a search for Ministry Position Records where the Status is not equal to Complete.</p> <p><img alt="Build search for a custom filter" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/tnt/2019/StatusNotComplete.png" /></p> <p>Click <strong>OK</strong> on the Advanced Find window, and then click <strong>OK</strong> on the configure window.</p> <p>Now when you execute a Show All or a simple find on Ministry Position Records, CDM+ will filter the results list and show only those ministry position records where the status is something other than Complete.</p> <p>CDM+ will indicate that the results have been filtered by displaying the orange <strong>Filtered</strong> icon in the divider bar between the results and data areas.</p> <p><img alt="Filtered Icon" data-entity-type="" data-entity-uuid="" src="https://images.suran.com/tnt/2019/FilteredIcon.png" /></p> </div> <div class="field field--name-field-category field--type-entity-reference field--label-above"> <div class="field__label">Category</div> <div class="field__items"> <div class="field__item"><a href="/doc-regional" hreflang="en">DOC Regional</a></div> </div> </div> Thu, 28 Feb 2019 14:42:42 +0000 Dean Phelps 12361 at http://kb.cdmplus.com What Data Should I Archive? http://kb.cdmplus.com/tnt/what-data-archive <span class="field field--name-title field--type-string field--label-hidden">What Data Should I Archive?</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 02/13/2019 - 15:07</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The CDM+ Archive utility allows users of the system to move older data or data that is not frequently accessed into an archive database. Think of the archive database as a closet where you store banker's boxes filled with information from years gone by. You shouldn't dispose of it, and you don't need to fill up file cabinets in your office with it either.</p> <p>That same principle applies to archiving CDM+ data. The object is to reduce clutter and to be sure that the data that is most frequently needed is kept close at hand. For other data, you only need to know which box to look in.</p> <p>The video webinar, <a href="http://kb.cdmplus.com/archive-cdm-data">Archiving CDM+ Data</a>, describes and demonstrates the process for archiving. This article offers suggestions for data to archive.</p> <h2>Contribution Records</h2> <p>If you have built <a href="http://kb.cdmplus.com/contribution-history">contribution histories</a>, you do not need to keep older detail contribution records in your primary database. At the same time, you don't want to discard them. You can archive older contribution records.</p> <p>For example, you may choose to retain contribution details for the current year and the two prior years in your main database and move the others to your archive. So as of this writing, you might choose to keep contributions beginning Jan 1, 2017. It's up to you to determine how much detail information to retain in your primary database.</p> <p>In the Archive utility, choose Contribution from the list of records to archive, and archive records selected by an advanced find where Contribution Date is less than the first day of contributions you want to retain. This will archive all contribution detail records prior to that date while retaining the contribution history for that date.</p> <p>Archiving contribution records may help to determine whether you have inactive giving unit records that could be deleted. Keep in mind that the archive utility copied giving units for archived contributions into the archive database.</p> <h2>Ledger Entries</h2> <p>If you have closed periods and years, you do not need to retain older journal entries in your primary database. You can archive older ledger entries, but <strong>do not archive ledger entries unless you have closed the periods and years</strong> for the entries you intend to archive.</p> <p>As with contribution records, you may choose to retain ledger entries for the current year and two prior years. You determine what time spans for ledger entries you wish to maintain in your primary.</p> <p>If, for example, you want to archive all ledger entries prior to Jan 1, 2017, choose Ledger Entry from the list of records to archive. Archive records selected by an advanced find where Transaction Date is less than Jan 1 2017.</p> <p>Archiving ledger entries may help to determine whether you have lines in your chart of accounts that have become inactive. These inactive accounts could then be deleted. The archive database has a copy of the chart of accounts at the time of the archive.</p> <h2>Attendance</h2> <p>After <a href="http://kb.cdmplus.com/node/11465">updating attendance history</a>, you can archive any attendance records not covered by the history periods you specified.</p> <p>In the Archive utility, choose Attendance as the record type to archive, and archive records selected by an advanced find where Date Attended is less than the starting date for History Period 2.</p> <p>You may have a valid reason for retaining longer periods of attendance, or you may choose to retain a longer period of attendance for certain events, classes, or lists. This can be addressed by how you build the advanced find for records to archive.</p> <p>Archiving attendance may help you determine whether you have inactive visitor records that can be deleted. The archive utility copied visitor records for archived attendance into the archive database.</p> <h2>Events (Event Registration)</h2> <p>Archiving event records will also archive the registration records for the archived events. You may choose, for example, to archive event registrations by retaining only this year's and last year's events in your primary database. This will archive any older event and event registration records.</p> <p>In the Archive utility, choose Event as the record type to archive. Archive records selected by an advanced find where Beginning Date is less than the starting date of event for events that you wish to retain.</p> <h2>Check-In</h2> <p>You may choose to retain only recent check-in records. In the Archive utility, choose Check-In as the record type to archive. Archive records selected by an advanced find where Check-In Date is less than the earliest date of check-in records that you wish to retain in your primary database.</p> <p>Archiving check-in records may help you determine whether you have check-in event records that are no longer in use.</p> <p> </p> </div> <div class="field field--name-field-category field--type-entity-reference field--label-above"> <div class="field__label">Category</div> <div class="field__items"> <div class="field__item"><a href="/accounting" hreflang="en">Accounting</a></div> <div class="field__item"><a href="/contributions" hreflang="en">Contributions</a></div> <div class="field__item"><a href="/event-registration" hreflang="en">Event Registration</a></div> <div class="field__item"><a href="/membership" hreflang="en">Membership</a></div> </div> </div> Wed, 13 Feb 2019 20:07:15 +0000 Dean Phelps 12336 at http://kb.cdmplus.com Engage Created Duplicate Records for Same Person http://kb.cdmplus.com/node/12335 <span class="field field--name-title field--type-string field--label-hidden">Engage Created Duplicate Records for Same Person</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 02/11/2019 - 14:21</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2>Data Relationships</h2> <h3>Address Records</h3> <p>To merge information, it may help to understand how various pieces of information in CDM+ relate to one another. Individual records cannot be orphaned. That is, an individual record cannot exist on its own; it must be connected to an address record. So you should determine whether you also have duplicate address records.</p> <h3>Giving Unit Records</h3> <p>Giving units also cannot be orphaned; they must be connected to address records (although Regional users can also connect giving units to church records). Individual records created by Engage will also be related to giving unit records. This can be seen in the Attached Individuals section of the Giving Unit Record and on the Giving Units tab of the Address Record.</p> <p><img alt="Giving Unit Attached Individuals" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/GivingUnitAttachedIndividuals.png" /></p> <p><img alt="Address Record Giving Units" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/AddressGivingUnit.png" /></p> <p>Contributions that are attached to giving units will need to be transferred.</p> <h2>Process</h2> <p>From the duplicate records, identify the record to be retained. For this example, we will refer to this as the "old record." We will refer to the duplicate as the "new record."</p> <h3>Transfer Engage Username</h3> <p>On the new individual record, you will see a user name in the Online Credentials section of the Individual Record window. Use the Transfer button to transfer this Engage login to the old individual record.</p> <p><img alt="Online Credentials" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/IndividualOnlineCredentials.png" /></p> <h3>Move Any New Contact Information</h3> <p>Examine the Phones and Emails tabs of both the new and old individual records. If the new record contains contact information that the old does not, update the old records Phones and Emails tabs with the new information.</p> <p>There is not currently an automated way to copy email addresses and phone numbers from one individual or address to an individual in a different household. Any new contact numbers must be added to the old record manually.</p> <h3>Transfer Contributions</h3> <p>With the new individual record selected, look in the sidebar of the record window. If Giving Unit appears in the GO section, then the new individual record is connected to a giving unit. This giving unit will be the new giving unit record created by Engage. Click on Giving Unit in the sidebar to jump to the new giving unit record.</p> <p><img alt="Individual Record Sidebar GO" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/IndividualSidebarGo.png" /></p> <p>On the new giving unit record, if Contribution is available in the GO section of the sidebar, the giving unit has made contributions. Click Contribution in the sidebar to open Contributions Maintenance, displaying all contributions for this giving unit.</p> <p><img alt="Giving Unit Sidebar GO Section" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/GivingUnitSidebarGo.png" /></p> <p>Use the procedure in the manual for <a href="http://kb.cdmplus.com/node/11497">Transferring Contribution Records</a> to transfer these contributions to the old giving unit.</p> <h3>Delete the New Address</h3> <p>Once the contributions have been transferred, return to the new giving unit record and click Address in the sidebar to jump to the new address record. Click Delete in the sidebar of the address record to delete the new address, individual, and giving unit records.</p> <p> </p> <p> </p> <p> </p> <p> </p> </div> <div class="field field--name-field-category field--type-entity-reference field--label-above"> <div class="field__label">Category</div> <div class="field__items"> <div class="field__item"><a href="/contributions" hreflang="en">Contributions</a></div> <div class="field__item"><a href="/engage-tips" hreflang="en">Engage</a></div> <div class="field__item"><a href="/membership" hreflang="en">Membership</a></div> </div> </div> Mon, 11 Feb 2019 19:21:44 +0000 Dean Phelps 12335 at http://kb.cdmplus.com Archiving CDM+ Data http://kb.cdmplus.com/archive-cdm-data <span class="field field--name-title field--type-string field--label-hidden">Archiving CDM+ Data</span> <div class="clearfix text-formatted field field--name-field-keywords field--type-text-long field--label-above"> <div class="field__label">Keywords</div> <div class="field__item"><p>Preparation and process for archiving CDM+ data. 26 minutes. </p> <p>Related post: <a href="http://kb.cdmplus.com/tnt/what-data-archive">What Data Should I Archive?</a></p> </div> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 01/28/2019 - 08:31</span> Mon, 28 Jan 2019 13:31:40 +0000 Dean Phelps 12334 at http://kb.cdmplus.com Contribution History http://kb.cdmplus.com/contribution-history <span class="field field--name-title field--type-string field--label-hidden">Contribution History</span> <div class="clearfix text-formatted field field--name-field-keywords field--type-text-long field--label-above"> <div class="field__label">Keywords</div> <div class="field__item"><p>Basics of creating and using contribution history. 18 minutes.</p> </div> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 01/24/2019 - 22:35</span> Fri, 25 Jan 2019 03:35:07 +0000 Dean Phelps 12333 at http://kb.cdmplus.com CDM+ 10.2.6 http://kb.cdmplus.com/node/12332 <span class="field field--name-title field--type-string field--label-hidden">CDM+ 10.2.6</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">Alex Clay</span></span> <span class="field field--name-created field--type-created field--label-hidden">Sun, 01/20/2019 - 20:52</span> <div class="clearfix text-formatted field field--name-field-downloads field--type-text-long field--label-above"> <div class="field__label">Downloads</div> <div class="field__item"><p><img alt="Mac" data-entity-type="file" data-entity-uuid="0ac1f0d4-94df-4995-903f-881ff5ce6d3f" height="45" src="/sites/kb.cdmplus.com/files/inline-images/iu.png" width="45" />  <a href="http://download.cdmplus.com/cdm102/8366/cdm102.pkg">macOS 10.9+</a></p> <p><img alt="windows" data-entity-type="file" data-entity-uuid="50d07c6a-178d-4c4a-8ba7-38abdb5732c3" height="49" src="/sites/kb.cdmplus.com/files/inline-images/WindowsLogo.png" width="44" />  <a href="http://download.cdmplus.com/cdm102/8366/cdm102.exe">Windows 7+</a></p> </div> </div> <div class="field field--name-field-release-date field--type-datetime field--label-above"> <div class="field__label">Release Date</div> <div class="field__item"><time datetime="2019-01-20T12:00:00Z" class="datetime">Sun, 01/20/2019 - 12:00</time> </div> </div> Mon, 21 Jan 2019 01:52:23 +0000 Alex Clay 12332 at http://kb.cdmplus.com Do I have to use Head of Household and Spouse to describe members? http://kb.cdmplus.com/head-household-spouse-family-status <span class="field field--name-title field--type-string field--label-hidden">Do I have to use Head of Household and Spouse to describe members?</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 01/17/2019 - 09:15</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Short answer: No.</p> <p>CDM+ has always been designed with flexibility that allows you to customize the terminology in the database to the way you think, work, and talk. CDM+ out of the box has Family Status codes for <em>Head of Household</em>, <em>Spouse</em>, and <em>Child.</em> Although some communities are quite comfortable with this language, others are not. CDM+ gives you the ability to use codes for family status that are appropriate for your community and your context.</p> <p>For example, you may want to use <em>Adult</em> for all adult members of a household. If you want to make such a change, it's easy to do.</p> <h2>How do I change the codes?</h2> <p>Let's say you want to change Family Status to use <em>Adult</em> for all adult members of a household, but you already have several individual records in your database with <strong>Family Status</strong> codes of <em>Head of Household</em> and <em>Spouse</em>.</p> <ul> <li>If you're not going to use <em>Head of Household</em>, start by opening the Master Coding System, locating the codes for individual records and selecting the Family Status code type. Change <em>Head of Household</em> to <em>Adult</em>. Now all of the individuals that used to have a Family Status of <em>Head of Household</em> have the Family Status <em>Adult</em>.</li> <li>Now we need to assign the individuals with the Family Status <em>Spouse</em> to the <em>Adult</em> Family Status. This is easily accomplished in <strong>Individual List Maintenance</strong>. On the left-hand side of the Individual List Maintenance window, choose List, then Family Status and <em>Spouse</em>. On the right-hand side, choose Family Status and <em>Adult</em>. Highlight all individuals in the left-hand window, then either drag-and-drop them to the right-hand side or click the <em>Transfer Selected</em> button. Click Save, and CDM+ will save these individuals to the new Family Status.</li> <li>Finally, return to the Master Coding System and delete <em>Spouse</em> from the Family Status codes.</li> </ul> <p><img alt="Individual List Maintenance" data-entity-type="" data-entity-uuid="" height="373" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/IndividualListMaintenanceFamilyStatus.png" width="600" /></p> <h2>What guidelines should I use for Family Status?</h2> <p>It's entirely up to you. CDM+ is designed to fit the way you think, work, and talk. So be descriptive with Family Status codes, but keep it simple. Avoid the temptation to create too many codes to handle every edge case that comes along. Remember that Family Status should indicate the individual's status within the household. Some databases use a scheme something like this:</p> <ul> <li><em>Adult</em> for adult members of the household</li> <li><em>Child</em> for minor children at home</li> <li><em>Deceased</em> for deceased members</li> <li><em>Other</em> for cases that fit none of the above</li> </ul> <p>Remember, you can use <strong>Connections</strong> to define relationships between people in the household. This is helpful when you have more than two generations in a single household. Also, the relationships defined in Connections are retained when an individual gets moved from one household or address record to another.</p> </div> <div class="field field--name-field-category field--type-entity-reference field--label-above"> <div class="field__label">Category</div> <div class="field__items"> <div class="field__item"><a href="/membership" hreflang="en">Membership</a></div> </div> </div> Thu, 17 Jan 2019 14:15:17 +0000 Dean Phelps 12330 at http://kb.cdmplus.com Setting Up Payroll for Clergy http://kb.cdmplus.com/setting-up-payroll-clergy <span class="field field--name-title field--type-string field--label-hidden">Setting Up Payroll for Clergy</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/446" typeof="schema:Person" property="schema:name" datatype="">Dean Phelps</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 01/11/2019 - 14:40</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Setting up employee information and pay items for clergy requires additional considerations beyond those for non-clergy employees. Three key differences require us to think about clergy records differently in CDM+ Payroll.</p> <ol> <li>Clergy have a dual tax status. That is, as far as federal income tax is concerned, the minister is considered an employee and so receives Form W-2. However, regarding Social Security (FICA) and Medicare, the minister is considered self-employed. Whereas non-clergy employees pay FICA and Medicare taxes through payroll withholding and employer matching, clergy pay these taxes by filing Form SE with their tax return.</li> <li>Salary for clergy is not subject to withholding for federal income tax. Members of the clergy may elect to have federal and state taxes withheld. Many clergy, however, make quarterly estimated tax payments for state and federal income taxes.</li> <li>Ministers may claim a portion of their cash compensation as a housing allowance. This amount must be approved by the governing body of the church or organization and documented in the minutes. A housing allowance is not subject to federal income tax, but it must be included in calculating self-employment tax (Form SE) for FICA and Medicare. The housing allowance is reported in Box 14 on Form W-2.</li> </ol> <h2>How to Set Up Clergy Salary in CDM+</h2> <p>On the <em>Pay Items</em> tab of the Employee Information record for the minister, set up a pay item with the type <em>Salary</em>. Use the appropriate pay frequency, and set the standard rate according to the pay frequency.</p> <p><img alt="Minister Salary Setup" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/EmployeeInformationMinisterSalarySetup1.png" /></p> <p>Then, on the <em>Taxes/Deductions</em> section, mark the salary pay item exempt from all taxes. This will prevent federal, state, and local income tax withholding as well as preventing withholding for FICA and Medicare taxes.</p> <p><img alt="Minister Salary Taxes and Deductions Setup" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/EmployeeInformationMinisterSalaryTaxes.png" /></p> <h2>How to Set Up the Housing Allowance in CDM+</h2> <p>On the <em>Pay Items</em> tab, add a pay item with type <em>Allowance</em>. When selecting Allowance as the type, CDM+ offers the options to specify the <em>W-2 Line</em> and <em>W-2 Description</em>. Use <em>W-2 Line</em> to specify that this pay item is reported in W-2 box 14. Use W-2 Description to specify a short description for the allowance that will be included in Box 14.</p> <p><img alt="Minister Housing Allowance Setup" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/EmployeeInformationMinisterHousingSetup.png" /></p> <p>Then, on the <em>Taxes/Deductions</em> section for the housing allowance, mark the pay item as Exempt from all tax withholdings. In addition, mark the pay item to be excluded from W-2 for all federal state and local taxes. This will prevent the housing allowance from being included in boxes 1 and 16 because it will be reported in box 14.</p> <p><img alt="Tax Setup for the Minister's Housing Allowance" data-entity-type="" data-entity-uuid="" src="http://kb.cdmplus.com/sites/kb.cdmplus.com/files/images/tnt/EmployeeInforamationMinisterHousingTaxes.png" /></p> </div> <div class="field field--name-field-category field--type-entity-reference field--label-above"> <div class="field__label">Category</div> <div class="field__items"> <div class="field__item"><a href="/payroll" hreflang="en">Payroll</a></div> </div> </div> Fri, 11 Jan 2019 19:40:17 +0000 Dean Phelps 12329 at http://kb.cdmplus.com