Atom software
ATOM Software Admin Manual
Yüklə 420,78 Kb. Pdf görüntüsü
|
- Bu səhifədəki naviqasiya:
- ATOM Software Admin Manual
- Processing Fee Bank Product
- Refer-A-Friend Amount
- ATOM Software Admin Manual Admin Set-Up
- Block Non-Admin users from modifying the referral type after it has been set
- Display Notes on the Client Portal Office Events Tracking Screen
- Enable Client Portal Information Update Email
- Contact Portal Login Label (Only applicable when "Use email for contact portal" is not checked)
- Email Disclaimer
- Unemployment Wage Limit
- FICA Wage Limit
ATOM Software Admin Manual
© 2015 Automated Tax Office Manager, LLC. All rights reserved
26 Federal ID # Your Company’s Federal Employee Identification Number (EIN) that you would like displayed on your Payroll reports. You can enter with a hyphen or without. Processing Fee Bank Product The amount of money your company charges for processing Bank Products. This amount is used to help produce the Labor/Revenue, Referral Types & ROI Reports. State Unemployment Account Your Company’s State Unemployment Account number you would like to display on your State Unemployment Report.
The amount of money your company pays to reward a contact for referring business to your office. This dollar amount is used in the calculation of some Refer-A-Friend reports.
Upload Company related documents and letters.
ATOM Software Admin Manual
© 2015 Automated Tax Office Manager, LLC. All rights reserved
27 Field Descriptions for Security Information Auto-Set the Contact Portal Password to the first 15 characters of the last name with the last four digits of the SSN Selecting this option will default a portal password to the first 15 AVAILABLE letters of the client’s last Name (with the first letter capitalized) plus the last four the client’s Social Security number to when a Client File is created. Block Non-Admin users from modifying the referral type after it has been set Non-Admin users will not able to change the referral type for new/returning clients. Disable Email Functionality Selecting this option will turn off all ATOM generated emails and texts. Use email for contact portal login Selecting this option will require the user to input their email rather than their Social Security number or EIN when logging into to the Client Portal.
ALL office Event notes will display Allow Return Status Change Email This will enable emails to alert your clients when their EF Status has changed in their file. ote: Use extreme caution when selecting this option as it will generate an email ANYTIME there is an EF Status change in your client’s files. (For Drake, Crosslink & TaxWise users) Enable Client Portal Information Update Email Selecting this option will create a Portal Message notifying your office when a client updates their pro- file or changes their password. **You may wish to turn this option off during the peak tax season so your portal is not inundated with Portal Messages that are just change updates. Contact Portal Login Label (Only applicable when "Use email for contact portal" is not checked) Customize the Client Portal Login Label. The Login Label is what the Client sees hen the Login to the Portal.
Add your Facebook page link here which will appear as a link on the Client Portal RAL Decline Code Verbiage The RAL Decline Codes and Verbiage you would like displayed in the EF Database section. You should be able to copy and paste the codes and verbiage from your RAL bank website or from your tax preparation software. Email Disclaimer You may wish to add confidentiality disclaimer verbiage to your emails. Credit Card Instructions Add credit card payment instructions to the secure credit card payment screen on the Client Portal. On- N ATOM Software Admin Manual
© 2015 Automated Tax Office Manager, LLC. All rights reserved
28 ly applicable if processing payments on-line through ATOM & EPS.
Add your company page address here to appear on the Client Portal and Pro- spect Message site?
*This section only needs to be completed if using ATOM to calculate our company payroll. Calendar Year The Calendar Year related to your company’s Federal Unemployment tax rate. Unemployment Wage Limit Your Company’s Federal Unemployment Wage Limit for the year. Unemployment Rate Your Company’s Federal Unemployment Tax Rate. Record percent as deci- mals: For example, record 1% as .01. FICA Wage Limit Enter the National FICA Wage Limit FICA Rate Employee Enter the National employee FICA rate FICA Rate Employer Enter the National Employer FICA rate
*This section only needs to be completed if using ATOM to calculate your company payroll.
The Calendar Year related to your company’s State Unemployment tax rate. At this time, ATOM software CANNOT calculate State Unemployment tax for multiple states. The software assumes all wages were earned in the state of rec- ord on your Company Information screen.
Your Company’s State Unemployment Wage Limit for the year. Yüklə 420,78 Kb. Dostları ilə paylaş:
|