FA262 – MIP Fund Accounting 1095 Processing

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

FA261 – MIP Fund Accounting 1099 Processing

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

FA260 – MIP Fund Accounting W-2 Processing

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