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News and Tips from Shelby Financials' Product Owner

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Category: Year-End

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Year-end 2021 Check List (Revised)

November 10, 2021November 9, 2021 Alfred JohnsonLeave a commentBest Practices, Financials Tips, Year-End

New for 2021 Year-end Starting this year, if you send 100 or more Form W-2s to SSA,, then you will have to file them electronically. In 2023 that limit is lowered to 10 You might want to review and check Read More

Statement of Functional Expense – Sneak Peek

September 27, 2018September 27, 2018 Alfred Johnson4 CommentsBreaking News, Coming Features, Year-End

New General Ledger report for Release 9.2.Here is a quick snapshot of one report view. I plan to post a set of instructions for setting up and using this new report in a future post. Questions?  Leave a comment. 

2018 Year-End Tax Update

August 17, 2018September 28, 2018 Alfred JohnsonLeave a commentBreaking News, Related News, Year-End

The Financials Release 9.2, which is scheduled for the last week of November, will contain over 20 year-end tax updates. At the state level, Oregon added a new Transit tax starting July 1 and now the state legislature has decided it should Read More

Qualified Small Employer Health Reimbursement Arrangements (QSEHRA)

January 15, 2018January 15, 2018 Alfred JohnsonLeave a commentBreaking News, Church Finances and Procedures, Financials Tips, Year-End

Starting January 1, 2017 employers with less than 50 employees can offer employees a reimbursement for medical insurance that provides minimum essential coverage (MEC).  There are a number of requirements and regulations that should be considered before deciding to provide Read More

Year-End Check List

December 29, 2017January 2, 2018 Alfred JohnsonLeave a commentChurch Finances and Procedures, Year-End

Federal Reports Make sure you have blank forms for all IRS needed filings. NELCO has what you need.  Click Here to order forms Deadline for filings now is January 31, 2018 for most reports General Ledger Check all sub ledgers Read More

Employer Paid Health Care Value

December 21, 2017January 17, 2018 Alfred JohnsonLeave a commentChurch Finances and Procedures, Financials Tips, Year-End

Employers, including nonprofit organizations, are required, beginning in calendar year 2017, to report the fair market value of provided health care benefits. This information is to be included on IRS Form W-2 in Box 12, using code DD, for every Read More

I retired on April 29,2022 and therefore will not be updating this blog. Thanks for following me over the past many years. Alfred Johnson

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Topics

  • Ad Hoc Reports (6)
  • Best Practices (19)
  • Breaking News (68)
  • Church and Politics (5)
  • Church Finances and Procedures (23)
  • Coming Features (2)
  • Financials Tips (26)
  • Nonprofit News (3)
  • Personal Notes (2)
  • Related News (1)
  • Release Updates (4)
  • Security (2)
  • Shelby Systems (2)
  • Year-End (6)

Current Release: 12.3

The current release is 12.3

Next release will be 12.4 Scheduled for release the evening of 8/10/2021

Will continue releasing changes on a frequent basis.

12.3 Release Notes

 

  • Add This Blog To Your Blog Reader

Topics

  • Ad Hoc Reports (6)
  • Best Practices (19)
  • Breaking News (68)
  • Church and Politics (5)
  • Church Finances and Procedures (23)
  • Coming Features (2)
  • Financials Tips (26)
  • Nonprofit News (3)
  • Personal Notes (2)
  • Related News (1)
  • Release Updates (4)
  • Security (2)
  • Shelby Systems (2)
  • Year-End (6)
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