w-2 solutions from mhc software, inc. presented by: sherry diedrich mhc software, inc

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W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc.

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Page 1: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

W-2 Solutions fromMHC Software, Inc.

Presented by:

Sherry Diedrich

MHC Software, Inc.

Page 2: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Agenda

Introduction to MHC Software, Inc.

W-2 Processes Integration with Lawson Applications “Reissued” W-2 Documents W-2C Document Express W-2 Demonstration

Electronic Solutions W-2 Integration with Lawson Self-Service Electronic W-2 Demonstration Electronic Pay Stub Delivery

Page 3: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

MHC Software, Inc.

Privately held, established in 1980 Located in Burnsville, MN 10+ year Lawson Business Partner Document Express is our flexible payment

and document distribution system ~500 client installations 80% of client base is Lawson users

Page 4: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Integration with Lawson Applications

Standard Lawson PR297 File

Automatic Annual W-2 Updates

Custom W-2 Formatting

Mark “Reissued” W-2 Documents

W-2C Documents

Distribution Options in Paper and Electronic Formats

Document Format Account Management

Printer B

file import

Printer A

Printer C

Page 5: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Integration with Lawson Applications Standard PR297 Output File Document Express to print the entire face of

the W-2 documents “Reissued” W-2 Documents Capability to Correct W-2 Documents Complete view of document prior to printing

and in document history

Page 6: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

W-2C (Corrections)

Document Express provides the ability to correct the W-2 form into W-2C. The print function in Document Express allows the user to print the Federal Copy A on a preprinted infrared scan able form as required by the IRS. All other pages will be imaged and posted to W-2 Self-Service including the instruction page.

A default email will be sent to both the default email address and the secondary email address if one was entered by the employee.

The W-2 Self-Service Page will show both the original 2004 W-2 and the Corrected W-2 Document if applicable

Page 7: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Document Express W-2 Module Demonstration of the Document Express W-2

Module for W-2 Processing, “Reissuing” W-2 Documents and Corrections

Page 8: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

NEW- Electronic W-2 Distribution Document Express to create .PDF of W-2

document for Posting to Lawson Self-Service NEW- Lawson Endorsed- Document Browser

Link for access from Lawson Self-Service to the Document Express Electronic W-2 Module

Page 9: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Document Distribution Options

Employee Access to Documents via Lawson Self-Service

.PDF W-2 serve as copy in addition to printed W-2 document

.PDF image of W-2 Indexed and Saved Client post to Lawson Self-Service Accessed

Printers

Fax

Email

file import

Web Posting

Page 10: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Electronic W-2 Distribution Goal:

Provide a compliance mechanism so employers can provide electronic W-2s to consenting employees.

Benefits:•Reduced printing and distribution costs•Reprints or historical W-2s can be retrieved electronically•Provides employers additional benefits in using Lawson Self-Service•Transparent interface between Lawson Employee Self- Service and MHC’s Document Express Page

Page 11: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Electronic W-2 RequirementsPer IRS Publication 15-A- Rev. 1/2004 The employee must be informed that he/she may receive a paper Form W-2 if

consent is not given to receive it electronically. The employee must be informed of all hardware and software requirements to

receive the W-2 electronically. The employer will notify the employee that the W-2 needs to be attached to their tax return, and that the employee will need to print it.

The employee must consent to receiving the electronic W-2 in a way that demonstrates that the employee can access the W-2 in the method it will be distributed. Instructions should be given on how to receive it.

The employee may withdraw consent in writing at any time with 30 days notice. The employer will confirm the withdrawal in writing.

The employer will notify the employee how long the consent will be valid unless it is revoked.

The employer must notify the employee that the W-2’s will be available electronically by a given date, but no later than January 31.

Page 12: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Electronic W-2 Process

Page 13: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Electric W-2 Solution

Document Express Electronic W-2 Demonstration!!!!!!!!

Page 14: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Application Security

User Name and Password Secure Fonts and Signature Encryption Sarbanes-Oxley

-Segregation of Responsibilities-Audit Manager Report

HIPPA-Mask Social Security Number-Security of Sensitive Documents

Page 15: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Turnkey Solution Components Exceptional Software Support and Customer

Service for 100% Client Satisfaction Secure Check and W-2 Stock HP MICR Certified Printers Premium MICR Toner Cartridges Pressure Seal Folding/Sealing Equipment Hardware Support

Page 16: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

Conclusion

All Solution Components- intertwined and critical for complete solution success

MHC is progressive and experts with Lawson MHC guarantees streamlined integration with

Lawson Applications and offers enhanced application efficiencies. Just ask some of our Many Happy Customers…

Page 17: W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc

MHC Means- Many Happy Customers