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Welcome

 

         

 

 

 

Our support and training teams have consolidated a number of resources (including blogs, 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.... please take a moment and review.

Contents:

Giving Statements

Advance Your Knowledge Webinars

Accounts Payable

General Ledger

Payroll

Year-End Check Lists

Year-End Tax Forms

Further Assistance

Other 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 

 

E-Filing your (W2s, 1099s, 1094s, and 1095s) – Watch Recording 

Key Things to Remember About Year End Procedures – Watch Recording 

Processing CN Statements – Watch Recording 

Accounts Payable 

 

1099 Forms 

1099 IRS Website 

Where did my 1099 MISC box 7 go?  

General Ledger 

 

Creating Next Year’s Budgets 

Year-End Closing 

Payroll 

 

W2 Forms 

How to Correct W-2 Totals 

Adjustments for COVID related time off hours for Box 14 on form W2 

COVID wages reported on W2, Box 14 

New Covid-19 Reports 

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 

Alfred’s Blog – Year End Check List 

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

alfredjohnson.net Blog 

irs.gov 

1099 IRS Website 

 

Compiled on 12/8/2021 1:31:27 PM