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.
ØAdvance Your Knowledge Webinars
Contribution Statements Year-End Overview
Customize your Giving Statement
Advance Your Knowledge Webinars
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
Payroll Non-Cash Compensations for Employees
Non-Cash Compensation used for Employer Paid Health Care Value
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.
Shelby Support: (888) 697-4352
Compiled on 12/6/2022 10:09:11 AM