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November 6, 2025

Donations: Corrections (v26 & Newer)

In this video, learn when to use browse donations or posted batches.  Presented on 11/06/2025.
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November 18, 2025

Accounting: End of Year Cleanup (v25 & Newer)

In this document or video, learn how to renumber, rename, and delete accounts.  Presented on 11/18/2025.
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November 18, 2025

Payroll: Notice Regarding New Hire Documentation (v25 & Newer)

In this document, learn about the new hire reporting obligation and state reporting links.
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November 20, 2025

Accounting: Treasurer’s Reports (v27 & Newer)

In this video, learn about the functionality of these reports. Presented on 11/20/2025.
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December 9, 2025

Accounting & Payroll: Tax Form Prep (v27 & Newer)

Learn how to generate a 1099 contractor report in Accounting, and Draft W2 forms to check for errors.  Presented on 12/09/2025.
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December 17, 2025

Payroll: Calculate Bonus (v27 & Newer)

In this video, learn how to calculate a bonus for one or multiple individuals.  Presented on 12/17/2025.
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December 18, 2025

Donations: Statement Designer (v27 & Newer)

In this video, learn how to customize a Donation Statement with the many features in the Report Designer.  Presented on 12/18/2025.
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December 29, 2025

Payroll: 941 Filing Instructions

In this document or video, learn about 941 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.  Presented on 04/22/2025.
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December 29, 2025

Payroll: W2 Filing Instructions

In this document or video, learn how to generate W2s. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.  Presented 01/09/2025.
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December 29, 2025

Accounting & Payroll: 1099 Filing Instructions and Merge Help

In this document or video, learn about 1099 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.
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December 29, 2025

Payroll: Including Overtime Differential on W-2 and W-3 Forms for 2025 (v26 & Newer)

In this document, learn about the new deduction for qualified overtime compensation.
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February 17, 2026

Accounting & Payroll: Correct 1099s

In this video, learn how to properly amend previously completed tax forms. Presented on 02/17/2026.
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