Dynamics GP 2013 Year End Payroll Update Checklist (KB Article... Manual Method Checklist Client:___________________________________________________

Dynamics GP 2013 Year End Payroll Update Checklist (KB Article... Manual Method Checklist Client:___________________________________________________

P | 888-313-0647
F | 412-220-8465
www.verticalsol.com
Dynamics GP 2013 Year End Payroll Update Checklist (KB Article 850663)
Manual Method Checklist
Client:___________________________________________________
Date:____/__ _/______
Page 1 of 2
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15
Description
Verify that you have installed the latest 2013 Payroll tax updates. The
last tax update was released on 8/27/2013. Round 7 will show 9/1/13.
Complete all 2013 pay runs
Complete payroll month & quarter end procedures.
Backup the company databases (Pre Year End Wage File 2013)
Install 2013 Year End Update
Make a backup of: Reports.Dic; Forms.Dic; Dynamics.vba (Create a
Package file)
Save year-end update file to local client folder:
2010 – MicrosoftDynamicsGP11-KB2897368-ENU.msp (Version
11.00.2292)
2013 – MicrosoftDynamicsGP11-KB2911836-ENU.msp (Version
12.00.1538)
At Server double click the exe or msp file. After installation is
complete run Dynamics GP Utilities. This updates the company
databases so allow time for this process.
In the Additional Tasks Window choose to update the forms and
reports. An alternative is to rename the files after the update and
import the package files created above.
Install year-end update on all workstations and repeat step 8 if not
using shared dictionaries.
Go to Tools>>Setup>>Payroll>>Payroll (Last Year End Update
should be 11/15/2013)
Confirm with client that Employee W-2 Information has been checked
and benefit and deduction has the proper W-2 box and Label set.
Verify that the Employer State ID number in the Payroll Tax
Identification Setup window (Tools >> Setup >> Payroll >> Tax ID)
Create Year End Wage File
Tools>>Routines>>Payroll>>Year End Closing>>Create Year End
File for Year “2013”>>(Process)
Make a backup data (Post Year End Wage File 2013)
Verify W-2 and 1099-R statement information
(Tools>>Routines>>Payroll>>Edit W-2s or Edit 1099-Rs)
Infrastructure Technology
Pennsylvania
|
|
Business Solutions
Virginia
|
New York
|
|
Ohio
Done
Notes
Application Development
|
West Virginia
P | 888-313-0647
F | 412-220-8465
www.verticalsol.com
Dynamics GP 2013 Year End Payroll Update Checklist (KB Article 850663)
Manual Method Checklist
Client:___________________________________________________
Date:____/__ _/______
Page 2 of 2
#
16
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30
Description
If 2014 Payrolls must be processed before completing the close then
skip to Step #19
Print 2013 Verification Reports, W-2’s and W-3 Transmittal Form
(Tools>>Routines>>Payroll>>Print W-2s)
Print 2013 Verification Reports, 1099-R’s and 1096 Transmittal Form
(Tools>>Routines>>Payroll>>Print 1099-Rs)
Prepare and submit W-2 information in the Federal EFW2 format if
required.
Archive HR Information for inactive employees
Tools>>Utilities>>HR>>Archive Employees
Open year for 2014 if necessary
Close fiscal periods for payroll series (Optional)
Setup HR Attendance
Tools>>Setup>>HR>>Attendance>>Setup
Delete Inactive Employee
Tools>>Utilities>>Payroll>> Remove Inactive Records
Install the 2014 Payroll Tax Update (Last Tax Update should be
released the week of 12/16/2013)
Automatic Method (Maintenance>>U.S. Payroll Updates>>Check for
Updates) Must be logged in as ‘sa’.
Manual Method - Copy TX.cab to local client folder
Maintenance>>U.S. Payroll Updates>>Check for Updates (Must be
logged in as ‘sa’).
Select Manual as the method
Select local client folder
Click on Process
Tools>>Setup>>System>>Payroll Tax (Last Tax Update should be
12/??/2013)
Process the 2014 pay runs. The user date must occur in 2014. Then
return to and complete Steps #16, #17 and #18.
Infrastructure Technology
Pennsylvania
|
|
Business Solutions
Virginia
|
New York
|
|
Ohio
Done
Notes
Application Development
|
West Virginia