Year-end Management- Course Path
his Path is designed to help you understand the preparation, processing, and background information needed to successfully complete your year-end.
This course path includes:
Year-end Introduction: Learn about the year-end materials available in the University as well as the courses that are included in the course path
Year-End Earnings A: This training will guide you through setting up an earning commonly used at year-end based on taxability, calculation, and placement on the W2. You will review the setup and processing of the following earnings: Group Term Life and personal use of a company auto.
Year-End Earnings B: This training will guide you through commonly used earnings based on taxability, as well as calculation and placement on the W2. You will review the setup and processing of the following earnings: S Corp Health Insurance, Box 14 on the W2, Awards and Prizes, Stock Options, Statutory Employees, and Box 13 for Retirement.
Year-End Earnings C: This training will guide you through commonly used memo calculation and earnings used at year-end. You will review the setup and processing of the following: HSA, HRA and Medical Savings, Third-Party Sick Pay, Other Fringe Benefits, and 1099’s.
ACA Previewing & Approving Forms and Overrides: Learn about reviewing client forms in isolved, using overrides when needed, and approving your ACA forms. Remember that, in every course in this course path, you need to click the “I’m All Done” button as that registers your course completion.
Year-end Auditing: Learn about the auditing that you’ll need to complete as you approach the end of the year.
This course requires access to isolved University. You will be asked to log in using your isolved University username (self-service email address) and password.
If you have not yet registered for isolved University, follow these instructions.
If you are having trouble accessing isolved University, please contact your Customer Success Specialist.