November 18, 2025Payroll: Notice Regarding New Hire Documentation (v25 & Newer)In this document, learn about the new hire reporting obligation and state reporting links.
November 20, 2025Accounting: Treasurer’s Reports (v27 & Newer)In this video, learn about the functionality of these reports. Presented on 11/20/2025.
December 9, 2025Accounting & 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.
December 17, 2025Payroll: Calculate Bonus (v27 & Newer)In this video, learn how to calculate a bonus for one or multiple individuals. Presented on 12/17/2025.
December 18, 2025Donations: 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.
December 29, 2025Payroll: 941 Filing InstructionsIn 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.
December 29, 2025Accounting & Payroll: 1099 Filing Instructions and Merge HelpIn 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.
December 29, 2025Payroll: 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.
February 17, 2026Accounting & Payroll: Correct 1099sIn this video, learn how to properly amend previously completed tax forms. Presented on 02/17/2026.
February 25, 2026Payroll: Correct W2s (v27 & Newer)In this video, learn how to properly amend previously completed tax forms. Presented on 02/19/2026.
February 25, 2026Payroll: Clergy Set Up (v27 & Newer)In this video, learn how to properly structure clergy compensation and tax withholding. Presented on 02/25/2026.
March 10, 2026Membership: Basic Reports (v27 & Newer)In this document or video, learn how to enter criteria and build a basic report layout. Presented on 03/05/2026.