We hope that you enjoy reading our newsletter each quarter as we keep you "in the know" regarding our platforms and services.

The October edition includes some tips that we hope will help you grow your ministry and minister to your congregation. 

 

In this quarter's newsletter we'll cover:  

• Change is Coming: New IRS Rules for Filing W2s and 1099s 
• 7 Ways to Make Holiday Volunteer Opportunities Sparkle 
• Are You Thinking About Year-End Yet?
• Education Corner

We are here to serve you as you serve in your ministry. Have a blessed day and enjoy the newsletter! 

Steve Pruitt 

Steve.pruitt@shelbyinc.com

General Manager, Shelby Systems 

Change is Coming: New IRS Rules

for Filing W2s and 1099s

IMPORTANT: How do I file electronically? Did you miss this important webinar presented by Jason Jenison with Nelco Solutions and Mark Crain, Training and Development Manager, Ministry Brands?

If you use Payroll and/or Accounts Payable, and file taxes, you really need to prepare your organization for the upcoming changes being implemented by the IRS.

Using the interface between Nelco forms and Shelby Financials is incredibly easy.

Watch Recording

View Slides

AP - 1099s require a TCC Code from the IRS 

PR - W2s require a User ID from the Social Security Administration 

PR - 941s require a 94x On-Line Signature PIN from the IRS 

Clients register for that PIN here.

7 Ways to Make Holiday

Volunteer Opportunities Sparkle

The holiday season is fast approaching and with it, plenty of opportunities for engaging your faith community in volunteer opportunities.

Click below for a few ideas to make volunteering with your organization a gift!

Learn More

Are You Thinking About Year-End Yet?

It’s time again to begin thinking about the various year-end procedures. Many resources have been compiled and are available in one convenient location to assist you with the various Year-End tasks.

Don’t wait, start preparing early. 

Learn More

Education Corner

Previous webinar recordings and slides are available on the “Home” page of the Shelby Community. While you are there, register for an upcoming FREE webinar to reserve your spot.

Visit the Shelby Community

REGISTER NOW for the upcoming FREE webinar on “Managing Your Budgets” scheduled for October 18, 2:00 Central Time. 

You will learn about: 

• Creating Budgets 
• Budget Distribution Types 
• Importing and Exporting Budgets
• Budget Reporting

Register Here

IMPORTANT: Watch the August webinar recording “Change is Coming: New IRS Rules for Filing W2s and 1099s”.  

Did you miss this important webinar presented by Jason Jenison with Nelco Solutions and Mark Crain, Training and Development Manager, Ministry Brands?

If you use Payroll and/or Accounts Payable, and file taxes, you really need to prepare your organization for the upcoming changes being implemented by the IRS. 

Watch Recording

101 Workshops

The Virtual Training Workshops are designed for new ChMS or ShelbyFinancials customers, users who need a refresher course, and/or existing customers who change staff positions. These two workshops are two hours daily over four days. 

Each workshop:

• Offered online as an interactive lecture-style video conference session
• Limited to 15 attendees
• Includes a detailed step by step workbook (available as a PDF download)
• Each 101-workshop day will run from 10:00 AM – 12:00 PM (Central Time)

REGISTER NOW

201 Workshops

The Virtual 201 Training Workshops are designed for existing ChMS or ShelbyFinancials customers, who want to streamline their processes or just gain another tip or trick of the software. These workshops are broken into two-hour sessions that can be taken separately or collectively.

There are Four Topics for Each Workshop:

• Offered online as an interactive lecture-style video conference session 
• Limited to 12 attendees 
• Includes a detailed step-by-step workbook (available as a PDF download) 
• Each 201-workshop session will run from 1:00 PM – 3:00 PM (Central Time)

REGISTER NOW

Shelby Systems, 65 Germantown Court, Suite 420, Cordova, TN 38018