Greenshades Mag.NET Package User Manual
Contents
1.2. Zl Vomder Cher Napping WM 1099 ear End Transmitter Control Code TEC Hame Control Code NCC 1099 Creation Set the default payment amount box that vendors of the below 1099 types Will have ther payments placed in For a more detailed understanding of the payment amount boxes for each 1099 type click here These defaults can be overidden by the Vendor Class Mapping Default MISC Payment Amount Payment Amaunt 1 a Default INT Farment Amount Payment Amount 1 Default DIY Payment Amount Payment Amount 1 Y Default TIN Type EIN aa Vendor Class Mapping IF you have established Vendor Classes that appropriately describe the type of vendor and which payment amount box their 1099 amount should be applied you can map them using the Class Mapping button below Class Mapping Tosi yt a dbuii paprenty are eaa baer h pcr ceed pou eth senja dasr lopsement bumara Here puran chaena paran O and rap iio ha Pamer Eri ka iha 1M3 ard TH ipa c Hha dart Rarsbia rhen a cl repr Fe ihe ender Bees 0 snd po bo Eo Dekk Araon thes Donsrin bo oda erator Ciao ID ET Tye Al aC EIH 7 jinne Payer Arvo ur an br T amean npn 14 Step 7 Create Edit 1099 To Have Greenshades pull in all your 1099s located in Great Plains or Darwin press the Create 1099 File button You can specify options for this by checking the box next to that option For instance checking the box next to In
3. Pile Es i State Filing Options Please appropriatl check the boxes as to how you will file pour PEOs as A50s and how vou will file your Officer PEO as 450s PEO as ASO Flag Officer PEO as 450 Flag FO A 0 a 2 2 oo 0 na VV oy CHEN CHETKI o r Step 5 Suta Options la x On this screen you will be able to change the location Due to special circumstances some companies would like some of their of where certain information 1S pulled from If you information retrieved from different places in their accounting package This screen allows pou to change how and where certain data is retrieved are unsure of these options please leave them as their eealeueled ihe sure ase default values If you have certain Employee Classes that should be excluded from Suta Reporting please ra Peere wane areas com History enter them into the Employee Class box and check eae Sea A the 1099 Employee box If you use Darwin and have Retrieve Hours Worked from History any employees that should be considered officers for Pro eee ee a Suta Filing please enter their Employee IDs in the l Read Suta Wages from Stabe wage File for Mon Frotit Organizations bottom table Nonprofits who have not set up their Average Hourly Fate for Calculating Hours Worked ae employees as subj ect to SUTA and thus incorrectly Enter the Employee Classes if any that should be excluded from Suta reporting IF your would like these Employee Clas
4. kaoi i Ma Chess or Section 3 Multi Company Step 1 Accessing Multi Company Options This feature is for when you have multiple companies in Great Plains but must file them under the same EIN Check the box next to Multt Company Reporting NOTE You must run the Suta Report for each company from within that company before combining companies when reporting for Suta Step 2 Completing Multi Company Options Check the export box for companies you would like to combine for a single tax filing Check the Submitter box next to the company that you wish to use as the submitter F Multi Company Setup E gt Muli Company Reporting Ifyou have multiple companies that exist in seperate databases in Dynamics but need their information to be combined tor the purposes of reporting the magnetic media uze this functionality to export their data together Note ou must run the Suta Report for each company from within that company before combining companies when repoting for Suta Multi Company i x Multi Company mode is specifically used to combine multiple companies into a single tax filing By turning on Multi Company mode you will be exporting hot only data from the curent company that you are logged into but all other companies that you specify below However if you are running Suta magnetic media you Will need to log into each company and individually run the suta report for the quarter you are
5. filing in because there is no way to run one company s suta report without being in that company Section 4 Suta Step 1 Suta To generate Suta magnetic media files please check the box next to Suta Quarterly Select the appropriate quarter end date Step 2 W2 Export Quarterly Local Wages If you run quarterly local wages instead of annual local wages then you will need to have the Export Quarterly Local Wages In order for your quarterly local wages to be correct you will need to fill out all your local w 2 information under the W 2 Year End section Step 3 W2 ASO Darwin Only If you are a Darwin client needing to generate ASO Magnetic Media please check this box Otherwise to generate PEO leave this box blank Step 4 State Options Darwin Only Many states require that PEO corporations file SUTA as if they were ASOs Additionally many states require that any officers within PEO corporations be filed as if they were in an ASO but not the other employees If you are aware of these requirements for any of your clients please fill out this table accordingly W gt Suta Quarterly Choose the Quarter End 06730 si Run Suta Repott M Esport Quarterly Local Wages Edit Suta IDs Suta Options Tas Deposits e Suta Quarterly Choose the Quarter End 03 31 i Aun Suta Repatt Export Quarterly Local Wages M ASO Edit Suta IDs State Options Suta Options Tas Deposits
6. has to wait before they are eligible for Health Insurance If you need to enter in the EIN Suffix for lowa New Hire filing please do so here Step 3 Export to Mag NET If you are planning on running any other Tax Types please follow the directions for that Tax Type i e Suta W2 or 1099 s Otherwise press Export to Mag NET to launch the Mag NET Wizard we Mew Hire Reporting Sra Beginning Date 0r 07 OOO Ending Date 0 0 0000 New Hire Options New Hire Options iol x Some Mew Hire reporting states require additional information about company medical coverage for the purposes of identifying parents and dependents who are covered by company policies The below options allow vou to select whether this nsurance is available at your company and also whether you would like to report that all employees are utilizing ther health msurance after a set number of days I Health Insurance Available Indicator T Default Dependent Health Insurance Indicator Dependent Health Insurance Available Indicator Health Insurance Waiting Period D aps lawa EIN Suttix OF Section 6 401k Step 1 401k To generate 401k magnetic media check the box next to 401k Reporting Enter the beginning pay date and the ending pay date for which would like to generate a 401k report Step 2 401k Options Select the correct 401k Vendor from the Drop down list Next enter the Pension Plan Number If you need to read 401k wages f
7. Greenshades Mag NET Package User Manual Steps From within your accounting package Microsoft Great Plains or Thinkware Darwin Mag NET Package User Manual Greenshades Software 7800 Belfort Parkway Suite 220 Jacksonville FL 32256 904 807 0160 www greenshades com GREENSHADES Smart Businesses Go Green If you have any questions about steps in this documentation please contact technical support by email at support greenshades com or by phone at 904 807 0160 Table of Contents Section 1 General Information ees cseccssccsccsccesccesccesceusceccesccesscesseusceeseencs 3 Se CMO 22 Special TM OMA OI asire cearceactnecn ton sascaceecesdecen a OO 4 SS COL 3 Mult Company soseri rahn E ai iara e a i Tai 5 Secon A SUA serrr Ener EEEE E ENEE 6 Section 5 New PHIL G vieccascccasceescvncedececnaceaswses wtewsdeuwsnevnounde NENE ENE EAREN EEE ETE 9 SA oL 5 0 i A E E EE NE A A E 10 C OnT EV a A EE E A 11 AS 216 OLE 9 A TA A E E A A E eae 12 SS e E a E E A E EE E EE E E EE 14 Section 1 General Information Step 1 General Information Please enter your company name in the text area provided This name should match the name accompanied with the Greenshades Mag NET registration code NOTE Changing this name will NOT affect your Dynamics Installation or other 3rd party products General Information Enter your Company Name as it should appear on your magnetic media this should match the Company in your
8. Greenshades Registration Key The World Online Inc Enter the Reporting Year 2003 Company Info Step Zs Company Info Company Wese The Warkd Orire inc Conpayi TWD Please make sure that your company information is debs IO g Fag bans e Ja T 2 filled out correctly on this screen Also make sure ae ETA Pee 3 277 Weal Dak Faksa TE that your EIN is entered into the box labeled Tax ii Da alan 5 ales COMPANY SALES a Registration i see cians A Dips L IF Gade Ebina oseni Carin Undead Sates Fha 1 ARS erl Ea Ooo Phone 2 OT 000 0000 Ex DOK Phare 3 A Ee oon Fs HIINA Ee DODD pien User Defined kie Per Section 2 Special Information Step 1 Accessing Special Information Some magnetic media types require special information that does not exist in your accounting package If you have any special information that needs to be on your magnetic media filings please click the Special Info button Step 2 Completing Special Information Select the Company ID Jurisdiction and Mag Media Type to filter out special information that you know is not required for your filings based on your jurisdiction and magnetic media type If your filings do require special information please enter them into the Value field If you are unsure what a specific piece of special info is it probably does not apply to you and you should simply leave the value blank If the information is required by one
9. T To export data to Mag NET for completion of your W2 processing please press the button Export to Mag NET This will export your data to the Mag NET Wizard Now refer to the Manual for the Mag NET Wizard to finish the filing process Payroll Tax Identification Setup Tax Code aL Description Mirae T ax ID Mumber ICG MMAEF 1 Information Taxing Entity Code D ther State Data state Control Number I4 d E Fl Export Progress Wiating to Export Total Progress led Export to Mag WET x Cancel 13 Section 9 1099 Step 1 Access the Control Panel Access the Greenshades Control Panel by going to Routines gt Greenshades Mag NET Step 2 1099 Year End Check the box next to 1099 Year Eng Step 3 TCC amp NCC Enter in your companies Transmitter Control Code and Name Control Code Step 4 1099 Creation Press the 1099 Creation button Step 5 Default Amount Box To setup your default box for 1099 vendors you will have there amount boxes to fill in Note These settings can be overwritten by using the Vendor Class Mapping Screen Step 6 Vendor Class Mapping If you have established Vendor Classes that appropriately describe the type of vendor and payment amount box their 1099 amount should be applied to you can map them by pressing the Class Mapping button On the Class Mapping Screen you can specify which payment box you want each vendor class to go to
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11. clude Vendors Paid Less then 600 will include all your normal vendors plus the ones that were paid less then 600 To edit 1099s inside Greenshades after creating the 1099 file press the Edit 1099 File button This will bring up the 1099 Editor From this screen you will be able to edit all fields of the vendors you pulled into Greenshades Note By pressing the Clear 1099 File button this will clear all 1099s out of Greenshades and you will need to run the Create 1099s process again Step 8 Import 1099 Data For information on the Import 1099 Data Section please refer to the manual for Importing 1099s Step 9 Close After you have finished creating and editing your 1099s close this screen by pressing the X in the upper right corner Step 10 Export to Mag NET To export your 1099 data to the Mag NET wizard and complete your 1099 filing press the Export to Mag NEI button You will need to follow the directions found in the Manual for the Mag NET wizard from this point Click the Create 1099 File button to pull Yendor Data from the accounting package and place itin the 1099 file You can then edit the 1099 data by clicking the Edit 1099 File button or pou can import additional 1099 data by Create 1094 File by u ing the below Import 1099 Data section I Include Non 1099 Vendors as MISC T T Include Vendors Paid Less then 600 l T Change all MISC Yendors to PATA Use Ven
12. dor Name Mapping 7 Clear 1099 File venda Hame Get Vendor Name Line 7 from Get Wendor Hame Line 2 from one be HITS bie GE TE A nH Pa ae E ae ee ee al ee a he pi bp eee a al ja a aE Ba i by upre ip E cen F ema h ace al a e ae a H E r HEE Ba cerea y ia Peer eee B ip A Taa i j pi wii il i mi Hm Dia R kai Aiel ee i erem il i i Tali ie lii lrs 1 sh e ELEGET kmh d By LEN Hamid ael t Aer Bs cat i pam Bical ial Leto i abies Tin eal Seer ined eet Bade 10 linia Bonded 1 Cae Tinis EJ B amri danan 1 Epi eed A ari Aeae i gael oud 1 Verim Pl 2 Farr Ue or Caimi ome bien 1 bt Unie dar L bhim whid bhane irua oii Fa r E E N fi a Pag ae aa Fr r i723 E Le ni reek Moe r rari E ma mak pila ali ete ET r Bie mae no Ve 1 domo tn Es Bir iu noo mu ka Fe ie r hF E mur me H erza nT r i iH T o E Et 1A LEE fore sie i r L TE ETA E iG a Kemr E ina i are a E I L l Fimm ar I p m a ma 7 ee oo i rw ri E ou La prenn mre bn i en Eg Ls Ea he Lar Eyar i F M amp ni Ti Li mt drs Tope r ENNE EI F mo cael ts r Ki E af Import 1099 Data fou can import 1099 data from a tab delimited file Using a specified Greenshades format which can be found here Browse 16 Import 1099 File Export 1099 File Import File Current Number of 1099 In File Export Progress Waiting to Export Total Progress o v2 1 3 Led Export to Mag NET x Cancel 15 16
13. eee By pressing this button a standard Great Plains Suta Picose ihe e E nd 06 30 Boatute Repott Report will be generated This report MUST NOT be oa modified If you use a modified Suta report please Esport Quarterly Local Wages _EdtSutalDs make sure to change this report back to the standard Suta Options Tax Deposits Great Plains SUTA report before running the SUTA report Clients must run the Great Plains Suta report in order for Greenshades to accurately report SUTA wages Itis recommended that clients record the totals listed on the Great Plains SUTA Report and compare them to the totals that will be reported by Mag NET after the magnetic media file is created to affirm that they match Step 9 Export to Mag NET If you are planning on running any other Tax Types please follow the directions for that Tax Type e New Hire W2 or 1099 s Otherwise press Export to Mag NET to launch the Mag NET Wizard Section 5 New Hire Step 1 New Hire To Generate New Hire please check the box next to New Hire Reporting Enter in the Beginning Date and Ending Date for which you would like New Hire magnetic media generated Step 2 New Hire Options Some states require additional information about company medical coverage of identifying parents and dependents that are covered by company policies You can select these options on this screen You can also specify the Waiting Period in days that the employee
14. k Coce Hig ried nope rede ADL mage rab putea i mea ym ik decoction and bereits ni rarer to Geercteder 40k deen The ill adios aah by calcd Be Decca i by cee ate pte TR megma reece Pia al AD verbs ol of Ge dere repped check OLE Un Epei e a yea bi ee ec har rt be repped T A ik Wares Sik Hara r a a Perens ered 10 Section 7 EVS EWS The Social pesana O O The Social Security Administration has an Electronic PE aee Verification Service that ensures that all employees have correctly reported their SSNs genders and DOBs to the employer Using this service ensures not only that employers have accurate records of all employees but also that the SSA will not reject any W2 tax forms due to incorrect employee information To take advantage of the EVS system an employer must register with the SSA at which point they will be issued a Requester ID Code This code must be filled into the EVS section of the Greenshades form Once filled in Greenshades is able to produce magnetic media ready for submission to the SSA called a request file Upon receipt of an employer s diskette the SSA will locate any inconsistencies between the employer s records and the national registrar and send a magnetic media file back to the employer containing the problems called a response file The employer can load and read the response file by using Greenshades EVS webpage located at http www green
15. of the magnetic media files you attempt to create you will be informed when Mag NET attempts to create that file a Additional Special Information Special Information Some magnetic media types require special information that does not exist in your accounting package In order satisty these filings we created an easy interface that will allow you to enter this information Click Special Info to enter this information ou will only need to enter this information once but as requirements change so will this program to accomodate the new requirements Special Info ani x Come magneke mada lings requis oF Gp ate bo be completed Phoma ihal g rol syad in poi accouniing package This tool wall ad you nbang able lo complete this noretanderd infomayon You wall need lo Ain the Yake bel to ember the nloinalion inio the ma comeds Once vou hers completed Aing h al of the information that k palanan bo pou cick OR bo continue OF ee Jait Chose the liters on bre ngh to narya the special unidiclian iamai which e ewahan the gid below ou eari j mo gelecl alna fhe gi lo ven a desciplon of thal Hag Meds Tipe bem baliw uedo Hagdedalip FarldNome Comper Langh Company P TO AA Sula PlsnitC pda d rill Tyo TH Sule Alosa rn TD HE Sula shaleiulelt 10 rral TD US it Papabaneio 4 iradi Two Mo Ls Saied aa rel Twi OH Sula StateSutal 15 frill Two Wi Sula gnech i rei Thl Lit
16. rom PayCode records instead of History please check this box if you are unsure what source to use for 401k information it is recommended that you use the History tables by leaving the box unchecked If your 401k plan requires that corporate owners be distinguished please add owners to the table along with what percentage they own Step 3 401k Code Map Use this screen to correctly map the paycodes you have set up within GreatPlains for various 401k deductions and benefits to Greenshades 401k codes Step 4 Export to Mag NET If you are planning on running any other Tax Types please follow the directions for that Tax Type i e Suta W2 or 1099 s Otherwise press Export to Mag NET to launch the Mag NET Wizard s w 401k Reporting Beginning Pay Date 07070000 401k Options Ending Pay Date 0200000 401k Code Map ojx Different 401k vendors have different requirements as to what information is required for their magnetic media you only have to complete the fields that are pertinent to your 401k vendor 4 Mk vende A jiii Pension Plan Number l Use Medicare Wages instead of Gross Wages Read 401k data from PayCodes instead of History Please specify owners below if these employees need to be marked as owners in your 401k filing Then fillin the supplemental information for each officer if it apples to your filing Percentage Family Code Employee ID a I ar Fa 40
17. ses moved and reported have SUTA reports with zero taxable wages should as 1099 vendors check the 1099 Employee box check the Read Suta Wages from State Wage File Employee Class 1099 Employees for Non Profit Organizations box Add employees who are to be considered Officers for Suta Filing Employee ID Defaults OF Step 6 Edit Suta IDs D x This is a standard Dynamics Screen that maps states to miscellaneous SUTA information including state Tax Code SUTA IDs Please use this screen to verify that all Description states for which you are filing have their SUTA Tax z nemployment Tax ID ID filled out Tax Rate Wage Limit Include T Previous State Wages Tas Sheltered Annuities 154 Becuehans lMelude ae Paxable lreert 5 Reme 4 d P Fl by Code r iy gt Step 7 Tax Deposits ei PayrollTax Deposits o Some states are required to check that individual Pavroll Tas Deposits are required by some states to check that individual employee withholding amounts tie out to the amount employee withholding amounts tle out to the amount withheld and paid withheld and paid to the taxing agency This to the taxing agency vou should fill this form out every quarter with the information should be filled out each quarter with the ane ae Gets inde ee ane T Amount Withheld 0 0 0000 0 00 correct tax deposits that you made to a taxing agency Step 8 Run Suta Reports eS
18. shades com FedEvs Step 2 Export to Mag NET If you are planning on running any other Tax Types please follow the directions for that Tax Type i e Suta W2 or 1099 s Otherwise press Export to Mag NET to launch the Mag NET Wizard 11 Section 8 W2 Step 1 Access the Control Panel Access the Greenshades Control Panel by going to Routines gt Greenshades Mag NET Step 2 W2 Year End Check the Box next to W2 Year End Step 3 SSA Pin Enter in your SSA Pin in the white box on the screen Step 4 W2 Options Press the W2 Options button This will bring up the options screen Fill out any information that you will need for your State Federal or Local W2 s After you have finished click Ok to close this window Step 5 Local Code Map For Greenshades to properly create Local W2 s you will need to map Local Codes to the Local Deduction Codes To do this click on the button Local Code Map On this screen you can create your Local Code Map or Create your OPT Map for Occupational Privilege Tax Step 6 Local W2 IDs If you are creating Local W2 s you will need to press the button Local W2 IDs On this screen you will be able to enter in all your Local W2 IDs Ao WW Year End SSA Pin SSA PIN State W2 IDs Ww Options Local Code Map Local w2 IDs EWE O Dois WA Dep rapit siina ii hs a nd rdin yia carn pha Cosplay Ha rinr
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