Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing...

Slide#: 1 © GPS Financial Services 2008-2009Revised 04/26/2009

cms2PR Proc-TaxesFix ™Fixing FICA/SS/Other % Taxes

Price: Call $$$(generous discounts on multiple purchase)

cms2PR Proc-TaxesFix ™Fixing FICA/SS/Other % Taxes

Price: Call $$$(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version


Product & Bundle Pricing>> Highest Product full price <<

Product & Bundle Pricing>> Highest Product full price <<

Single Bundled

cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56

cms2AR AutoCreditHold $ 350 $ 175

cms2AR AreaCodeFix or Add Fax #’s or Add SIC $ 350 $ 175

cms2AR CopyCustomers-Prospects $ 350 $ 175

cms2SH ShippingNotifications $ 155 $ 74

cms2EX Excel $ 199 $ 99

cms2EM Email $ 89 $ 44

cms2AR IntegrityVer $ 350 $ 175

cms2AR PhoneCheck/Fax $ 88 $ 44

cms2AR PwrEntry $ 350 $ 175

cms2UF LookupEnh+ or cms2UF UDF $100 $ 50

cms2EM PDFblaster+ Call $$$

A Little Advertising


To empower the user’s of the Cougar Mountain’s Professional Version:

– To improve the ease of use

– To assist in spot changes in trends

– To maximize cash follow by:

• reducing inventory under-stock’s/over-stock’s

• Maximizing collections on accounts receivable

– To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS

Statement of GoalsStatement of Goals


1. Product Info

2. Installation

3. Troubleshooting

4. Upgrades, Service Packs & Smart Patches

5. Technical Info

6. Future Plans

7. Ordering Info

8. Other Products

9. Enhanced Reports

10.Examples & FAQ’s

11.Tips & Tricks

Sections to this presentationSections to this presentation


cms2PR Proc-TaxesFix ™ by CMS to the MAX



Added Functionality

Improved User friendliness

Quickly fix missing or bad data

Module Integrity Verification

Compatible with CMS Versions 4 through 12 & V2009

cms2PR Proc-TaxesFix ™ Product Info



PR taxes normally get off when PR Taxes are not recalculated after making changes to gross earnings

Another reasons if the tax rates or tax limits were in error

Try to make your adjustments in a way that adjustments stay within the same governmental agency to minimize interest and penalties. So FICA/SS should be offset by a change to Federal income tax, and state adjustments should be offset by changes to State income tax.

Remember to correct both the employee and the employer sides




Backup your files first. Never do a restore of data without help from a tech support person.

Steps you need to put in two transactions, an non-check addition and a payroll correction that net to the changes needed. But its most efficient to start off entering both entries as a check, calculate taxes, then change one to be a non-check addition and the other to be a payroll correction.

Its best to pick a dollar amount large enough so that adjustments won’t result in a negative net check (usually $1,000.00 is enough). You may want to reverse all the activity for the quarter.

Advanced users, can use the EndOfYr.exe, to test the changes in another company code.






Change PR Local Transaction Date to Minimize Date Errors




Turn off the integration to BRyou will need to put in the

GL Cash Acct




Recommend a separate batch,if your PR isn’t set up for multi-batch mode,

make sure that the batch is empty




Enter Adjustments




Trans #1 & 2 - Enter as a check to start, enter the date for a quarter for not yet

filed

If your problem relates to errors in shelter coding, it would be best to post the positive and negative transactions in separate batches,

change the shelter coding in between



cms2PR Proc-TaxesFix ™ Product Info Enter as amount



cms2PR Proc-TaxesFix ™ Product Info Calculate Taxes




Enter Adjustments




Select Transaction #1




Trans #1-Change to non-check Addition , keep the calculate taxes at none




Before change




Trans #1-Change Federal and/or State Withholding and zero SS to both

Employee & Employer




Select Transaction #2




Trans #2-Change to Adjustment which is a negative transaction, keep the

calculate taxes at none




Trans #2-Change Federal and/or State Withholding and zero SS to both

Employee & Employer


Recalulate taxes - (since each record is marked as do not recalculate taxes, this step will only update the calculate taxes flag)

Edit report & check carefully

– Check Date

– Check tax amounts

– Taxes and that the net check amount match to the penny

Do a backup of the data (advanced users can copy the files to a temporary company code)

Post entries (if you get message that checks not printed, its OK)

Check that the adjustment resulted in the correct amounts

Reset BR reconciliation flag to the same setting as before

cms2PR Proc-TaxesFix ™ Installation Instructions





Turn back on the integration to BR





Not applicable







This product should require no troubleshooting. Its beautiful in its simplicity.

Re-indexing is almost always a first step

If a record locking error occurs, use UTICMS to delete any blank records

If problems still exist, use dbFix & FileFix to rebuild the file

If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.

cms2PR Proc-TaxesFix ™ Troubleshooting

cms2PR Proc-TaxesFix ™ Troubleshooting





cms2PR Proc-TaxesFix ™ Upgrades, Service Packs & Smart Patches

cms2PR Proc-TaxesFix ™ Upgrades, Service Packs & Smart Patches

This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility

If a custom report was installed, it will need to be reloaded





cms2PR Proc-TaxesFix ™ Technical Information

cms2PR Proc-TaxesFix ™ Technical Information

Pending


The pricing on future enhancements is not known at this time




cms2PR Proc-TaxesFix ™ Future Plans

cms2PR Proc-TaxesFix ™ Future Plans

Pending





How Can I Get the CMStotheMax ™ Products?

How Can I Get the CMStotheMax ™ Products?

You can get this product from your favorite Cougar Mtn Dealer

or

GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)

13337 South Street #352

Cerritos, CA 90703

714 228-5444 Phone

800 531-2944 Fax

email us at: [email protected]


CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic


cms2EM Email ™

cms2EX Excel ™

cms2EM PDFblaster ™

cms2AR PowerEntry+ ™

cms2AR AutoCreditHold ™

cms2SY Lookup-Enh ™

cms2OE Collection-Notes ™

cms2AR PastDueNoticestm

cms2CM Collections ™

cms2RRW Reportstm

cms2R&R LearnCDtm

cms2RAR AreaCodeFix ™

cms2OE Unpost ™

cms2R&R LearnCDtm

cms2SH UPS/Fedex/more ™

cms2SH ShippingAcknow ™

cms2CT ContactMgt ™

Cougar-Magic ™ cms2SY UDF ™

Top Sellers & New ProductsTop Sellers & New Products


Product OverviewProduct Overview

Accounts Receivable& Collections

Inventory& Purchasing

Payroll &Human Relations

Export toExcel/PDF

& eMail/Fax Software &Hardware

Sales

Security &User-friendliness

& More

Support Services& Training

General Ledger& Taxes

ReportsEnhanced

Selling &Shipping/Acknow.

Overview



Enhanced & Custom Reports PricingEnhanced & Custom Reports Pricing

Normal Enhanced Report

Single Normal Enhanced Report $ 55

All normal enhanced reports in a module$100

All normal enhanced reports, report tab only all modules $188

All normal enhanced reports for all modules $288

Premium Enhanced Reports

Comparative Sales & Profits (2 period or 3 periods)$110

Customers with no purchases in a date range $ 55

Past Due Invoices in a date range$110





cms2PR Proc-TaxesFix ™ Examples

cms2PR Proc-TaxesFix ™ Examples

Pending





cms2PR Proc-TaxesFix ™ Tips & Tricks

cms2PR Proc-TaxesFix ™ Tips & Tricks

Pending

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Slide#: 1© GPS Financial Services 2008-2009Revised 04/26/2009 cms 2 PR Proc-TaxesFix ™ Fixing...

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