cms2PR Proc-Initializing for Cougar Mountain Software's Professional Version

For Cougar Mountain Software's Professional Version (all versions)

cms₂PR Proc-Initializing _tm

PAYROLL

INITIALIZING THE PAYROLL PROCESS

Product List by Topic For Cougar Mountain Software's Professional Version (all versions)
Sales Management	cms₂SM MaxPak		Tools to shorten the reaction time when customers change buying patterns and find new customers.
Credit Management	cms₂CM MaxPak		Make credit and collection easier with these tools.

Enhanced Reports	cms₂RP MaxPak		Whether you need some special reports or just reports with more information that are easier to read, we can assist you.
Excel Products for Cougar	Cougar-Magic		We offer several tools to more all or part of your Cougar Mountain data into MS Excel in detail or summarized. We also have a program to convert your reports to Excel.
Speed UP	Cougar-Zoom		Everyone wants their computers to work faster. This product lets you maximize the speed of your computer and network running Cougar Mountain and other software.

Accounts Payable	cms₂AP MaxPak		These are the productivity tools that we offer for this module.
Accounts Receivable	cms₂AR MaxPak		These are the productivity tools that we offer for this module.
Bank Reconciliation	cms₂BR MaxPak		These are the productivity tools that we offer for this module.
General Ledger	cms₂GL MaxPak		These are the productivity tools that we offer for this module.
Inventory	cms₂IN MaxPak		These are the productivity tools that we offer for this module.
Job Cost	cms₂JC MaxPak		These are the productivity tools that we offer for this module.
Order Entry	cms₂OE MaxPak		These are the productivity tools that we offer for this module.
Purchase Order	cms₂PO MaxPak		These are the productivity tools that we offer for this module.
Payroll	cms₂PR MaxPak		These are the productivity tools that we offer for this module.
Point of Sale	cms₂PS MaxPak		These are the productivity tools that we offer for this module.

System Wide	cms₂SY MaxPak		These products are universal to all modules.
Contact Management	cms₂CT MaxPak		If you need to keep track of multiple contact names at a customer, here are your options.
Bar Coding & RFID	cms₂BC MaxPak		Barcoding can speed input and minimize entry mistakes. Barcoding has been used for years in inventory and is now being used to read invoice numbers to enter into UPS Worldship or to record payment.
Credit Card	cms₂CC MaxPak		This item includes hardware, software and merchant account options.
eCommerce	cms₂EC MaxPak		Whether you want a full eCommerce solution or simply a bridge from your existing shopping cart to Cougar, we can provide that.
Fund / Non-Profit Acctg	cms₂FD MaxPak		Not for profit organizations have special needs including budgeting and encumbrances. This item gives a listing of products of value to charities, governmental agencies and other non-profit organizations.
Graphing	cms₂GR MaxPak		Graphing is a valuable to be able to spot trends and abnormalities better than any other technique.
Human Resources	cms₂HR MaxPak		Check out our tools to assist Personnel/Human Resources Departments.
Hardware-Computer	cms₂HW MaxPak		Click here to see what we offer in computer hardware
Management	cms₂MG MaxPak		This covers our tools for management to assist them in their decision making process.
Networking	cms₂NW MaxPak		Click here to see what we offer in network hardware
Shipping Solutions	cms₂SH MaxPak		Check out your options to handle your shipping needs including interfaces with UPS Worldship.
Sales Management	cms₂SM MaxPak		These tools will let you spot changes in your customers, products and salespersons.
Training	cms₂TR MaxPak		Having a well trained staff is critical to a smooth running business and be able to handle changes. Please review what we offer.
Tax Tools	cms₂TX MaxPak		Income tax, sales tax and other tax reporting needs are covered here.

Backup & File Protection	cms₂BU MaxPak		Is your backup procedures adequate, here are your options and checklists.
Security	cms₂SC MaxPak		Here are some options to keep your data more secure from hackers and employee fraud.
User-Friendly	cms₂UF MaxPak		User-friendliness is always desirable. Here's what we offer to assist you.
Emergency Planning	cms₂EY Emergency		Emergencies can not be avoided but they can be planned for so that their effect can be minimized.
Email Tools	cms₂Email		Today's business relies on email as an efficient, inexpensive and less intrusive way of conducting business. Here are the products which we offer to maximize this.
Fax Tools	cms₂FX Fax		Faxing can still be a very effective method of sending orders/purchase orders and advertising.
cms₂SY LookupScreen _tm	cms₂SY LookupScreen		Each company has different needs of what to display on their look up screens. Changing this is a relatively easy thing to do.
User-Defined Field Mgr	cms2SY UDF+		Customize your Cougar Mountain Software for your company's specific needs by using their User-Defined Fields in the AP, AR, IN & PR modules.
Forms and Standard WS's	cms2KT OfcKit		Record Retentions and assorted forms, standard spreadsheets, etc.
Lists for Businesses	cms2LT Lists		Area Code, Zip Code, Abbreviations, SIC & other lists
Speed Products	cms2SP Speed		Speed Products to speed up your network and workstations
Wireless Products	cms2WL Wireless		Wireless products, PDA's, etc.
Forms and Supplies	cms2FR Forms&Supplies

	STEPS	Comments

	REQUEST FEDERAL & STATE EMPLOYER ID NUMBERS

	ORDER CHECK STOCK FOR PAYROLL

	REQUEST WORKMAN'S COMPENSATION INSURANCE

	MAKE SURE THAT YOU HAVE W-4's AND I-9's. YOUR SHOULD REQUEST THEM WHEN APPLYING FOR YOUR FEDERAL Employer's ID NUMBER

	OBTAIN AND POST THE REQUIRED POSTERS AND OTHER INFORMATION REQUIRED AS AN EMPLOYER INCLUDING BUT NOT LIMITED TO: FEDERAL & STATE EMPLOYMENT POSTINGS, INFO ON WORKMAN'S COMP., INFORMATION ABOUT SAFETY, INFO ON EMERGENCIES ROOMS AND HOSPITALS IN THE AREA, REQUIRED POSTERS CAN BE EITHER THE STATE OR PURCHASED FROM A COMMERCIAL SOURCE

	POSTING ON WORK WEEK STARTING AND ENDING DAY AND HOUR, INFO ON PUNCHING IN & OUT FOR LUNCHES, NORMAL PAY DAY AND WHEN THE PAYDAY FALLS ON A WEEKEND OR A HOLIDAY, WILL THE PAYDAY BE MOVED FORWARD OR BACK TO THE NEXT NORMAL WORK DAY

	INSTALL THE SOFTWARE

	SETUP THE P/R DEPARTMENT NUMBERS

	SETUP THE DEDUCTION CODES

	SET UP THE ADDITION CODES

	SET UP THE SHELTER CODES (NOT USUALLY NEEDED)

	SETUP TAX TABLES - FEDERAL, STATE, LOCAL

	MAKE SURE THAT FOR ALL NON-STATUTORY DEDUCTIONS, THAT A SIGNED AUTHORIZATION FROM THAT EMPLOYEE IS OBTAINED

	AVOID PAYING ANYTHING ON THE PAYROLL CHECK THAT IS NOT TAXABLE EARNINGS IF POSSIBLE. THIS WILL REDUCE THE LIKELIHOOD OF PROBLEMS WITH THE PAYROLL TAX RETURNS

	ON AUTO ALLOWANCES, CAFETERIA PLANS, AND OTHER NON-TAXABLE ADDITIONS TO PAYCHECKS, CONSULT YOUR CPA AND GET WRITTEN INSTRUCTIONS ON HOW THESE ARE TO BE HANDLED

	ENTER ALL EMPLOYEES-ACTIVE & INACTIVE WITH FULL INFORMATION

	ENTER DEDUCTIONS, ADDITIONS, ETC. CODES FOR EACH EMPLOYEE

	PRINT OUT THE EMPLOYEE MASTERFILE AND CHECK EVERYTHING FOR ACCURACY ESPECIALLY, NAME, SOCIAL SECURITY NUMBER AND RATE OF PAY

	BACKUP THE P/R MODULE

	ENTER THE YTD INFORMATION (USUALLY THIS IS DONE BY QUARTER AND THEN MONTHLY OR PAY PERIOD BY PAY PERIOD FOR ANY ACTIVITY WITHIN THE QUARTER

	RUN REPORTS AND BALANCE EACH EMPLOYEE'S WAGES AND EACH TAX INCL. EMPLOYER'S TAXES TO THE PENNY

	BACKUP THE P/R MODULE

	ENTER A TEST PAYROLL BASED ON A VERY RECENT WEEK, CALCULATE TAXES AND PRINT CHECKS ON PLAIN PAPER. IN ADDITION TO CHECKING THE PAYROLL CHECKS TO A PRIOR RUN, ALSO CHECK IT TO THE FEDERAL AND STATE P/R TAX TABLES BOOKLETS AS A DOUBLE CHECK

	VERIFY THAT THE GROSS PAY, FICA, SDI, SUI & FUI IS EXACTLY CORRECT AND THAT THE INCOME TAX WITHHOLDING IS WITHIN A DOLLAR OR TWO.

	DO A CHECK PRINT ON PHOTOCOPIED P/R CHECKS TO CHECK THE CHECK FORMAT. AFTER VERIFYING THE LAYOUT ON THE PHOTOCOPIES OF CHECKS, SUGGEST YOU PRINT AT LEAST 3 CHECKS ON "REAL" CHECK STOCK TO INSURE THE CHECK FORMAT ACCURACY.

	THEN CLEAR THAT P/R

	IT MIGHT BE ADVISABLE FOR YOU TO RUN ONE PAY PERIOD PARALLEL WITH YOUR OLD SERVICE

	FINALLY, COORDINATE PREPARATION OF FINAL REPORTS WITH THAT SERVICE INCLUDING QUARTERLY REPORTS, WORKMAN'S COMP REPORTS, EMPLOYEE HISTORY REPORTS, ETC.

	SET UP BALANCING LOGS FOR THE QUARTERLY PAYROLL

	SETUP DEPARTMENT P/R TAX PROCEDURES

	SETUP/TRAIN A BACK UP PERSON TO PERFORM THE PAYROLL FUNCTION IF THE PRIMARY PAYROLL PERSON IS SICK OR ON VACATION

	ESPECIALLY BEFORE THE FINAL PAYROLL OF THE YEAR BUT MAYBE BEFORE THE END OF EACH QUARTER, CHECK THAT BOTH SIDES OF THE FICA, FUI, SUI & SDI AMOUNTS DO NOT EXCEED THE MAXIMUM AMOUNT AND THAT THE AMOUNT DEDUCTED IS WITHIN +/- $.50 OF A MANUAL CALCULATION.

	MAKE A CONTINGENCY PLAN TO COVER THE SITUATION WHERE YOU NEED TO PREPARE A PAYROLL AND YOUR COMPUTER IS DOWN

For more info, please fill the info below.

Copyright © 2008 GPS Financial. All rights reserved.
Revised: 03/22/08

Cougar Mountain Accounting Software - POS6000

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CMS to the Max - CMS to the MAX - Product List Cougar-Magic

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