Our team has consolidated a number of resources (including articles, videos and documentation) that we think will be helpful as you prepare for Year-End.  If you are processing W2s, 1099s, contribution statements, creating another financial year, entering budgets, and so forth, please take a moment and review.

Contents:

ØGiving Statements

ØAdvance Your Knowledge Webinars

ØAccounts Payable

ØGeneral Ledger

ØPayroll

ØYear-End Check Lists

ØYear-End Tax Forms

ØFurther Assistance

ØOther Resources

Giving Statements

 

ShelbyNext Membership 

Contribution Statements Year-End Overview 

Customize your Giving Statement 

Printing 

Emailing 

 

Arena 

Printing Statements 

Emailing Statements 

Advance Your Knowledge Webinars 

 

Change is Coming: New IRS Rules for Filing W2s and 1099s - Watch Recording

Important Year-End Information - eFiling (W2s and 1099s) - Watch Recording

Key Things to Remember About Year End Procedures – Watch Recording 

Processing CN Statements – Watch Recording 

Accounts Payable 

 

1099 Forms 

1099 IRS Website 

General Ledger 

 

Creating Next Year’s Budgets 

Year-End Closing 

Payroll 

 

W2 Forms 

How to Correct W-2 Totals 

How to e-File 

Process Bonus Checks  

Payroll Non-Cash Compensations for Employees 

Non-Cash Compensation used for Employer Paid Health Care Value 

Resetting Time Off 

ACA Reports

Year-End Check Lists

 

Financials Online Help - Year End Checklist 

Year-End Tax Forms

Nelco – Our Year End Forms Provider - Get your blank tax forms from Nelco, not pre-printed tax forms. Visit Nelco Solutions or call 800-266-4669.

 

Further Assistance 

 

Shelby Support:  (888) 697-4352

email: training@shelbyinc.com 

Financials Online Help

Shelby Community 

Other Resources

irs.gov 

1099 IRS Website 

 

Compiled on 9/29/2023 8:43:50 AM