FA261 - MIP Fund Accounting 1099 Processing - Dec 22, 2025
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, R, and NEC. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered.
Key words: Year End, Tax, W-2
FA262 - MIP Fund Accounting 1095 Processing - Jan 5, 2026
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
We will show you how to correctly create and process IRS Form 1095, including:
- Confirming Organization and Employee Information
- Creating helpful reports
- Navigating the Aatrix preparer grid
- Producing, printing, and submitting the 1095 form electronically using Aatrix®
Key words: Year End, Tax, 1095
FA260 - MIP Fund Accounting W-2 Processing - Dec 23, 2025
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
In this course, participants will create, review, and correct IRS Forms (i.e. W-2's, and W-3's). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved in starting a new payroll year. Helpful reports and troubleshooting tips will be covered.
Key words: Year End, Tax, W-2
FA260 - MIP Fund Accounting W-2 Processing - Jan 5, 2026
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
In this course, participants will create, review, and correct IRS Forms (i.e. W-2's, and W-3's). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved in starting a new payroll year. Helpful reports and troubleshooting tips will be covered.
Key words: Year End, Tax, W-2
FA232 - MIP Fund Accounting Advanced Allocations - Dec 3, 2025
Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Prerequisite: FA229 - MIP Fund Accounting Introduction to Allocations Management
Two-Hour Class
Create and process allocations using the following methods:
- Indirect Cost Rate
- Relative Account Balances
- Weighted Average Daily Balances
- Transaction Count
- UDF Unit Measures.
Case studies and hands-on activities are provided to understand how these methods can work for your organization along with a review of available reports.
