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BusinessPLUS Training

FastTRACK Pro Series Seminars | BusinessPLUS

Below is the schedule of upcoming BusinessPLUS Pro Series Seminars, brought to you by the PowerSchool Professional Services Team.

BusinessPLUS – Payroll Year-End Reconciliation

The BusinessPLUS Tax Year End webinar is the place to review all of the reports and tools available in BusinessPLUS to help you balance and reconcile your taxes before calendar year end.  This 2-hour Internet seminar offers an in-depth look at employees’ tax data and how to cross reference the information to balance all of your employee’s taxes.  This seminar is appropriate for clients looking for strategies to balance their tax information before W2 season, and learn best practices.

During the program you will learn:

  • Best practices using BusinessPLUS Tax Reconciliation Reports
  • Recommended usage of the Tax Reconciliation Worksheet
  • Using the Tax Summary Report
  • Using the Payroll Special History Listings – “TAXREC”, “FICA” and “MEDI”
  • How the 941 Report can assist with balancing
  • How to balance with your Payroll Prelists
  • Understanding the accumulators screen and pay history screen
  • Problem Solving

Who Should Attend: Payroll Managers, Payroll Staff, Business Managers, Business Office Staff, and IT Analyst
Session Duration: 2 Hour
Fees: 2 Hour Seminar – $175 for first person, $50 for each additional
Presenter: Natalie Smith
Dates and Times (Eastern Time Zone)             Series/Repeating:     Repeating

  • 11/08/17   11:30 AM ET    Registration Link (Click Here)
  • 11/20/17   11:30 AM ET    Registration Link (Click Here)

BusinessPLUS – Processing W2's & ACA in 2017

Description: This 2 hour slow-paced seminar identifies all of the factors and processes related to employee W2 document processing.  Participants will learn which processes are time sensitive, when records are updated, when software updates for Tax Year 2017 will be available. The topics and the pace of the seminar are ideal for BusinessPLUS users who will be processing Employee W2’s for the first time as well as users who desire a deeper understanding of the Employee W2 process as it relates to configuration and payroll processing.

During the program you will learn:

  • Highlights of 2017 W2 Requirements
  • Setup & Configuration for W2 Module in BusinessPLUS
  • Processing Steps for W2s
  • How to Correct Employee W2 Data
  • How to Generate W2 Documents For Employees
  • How to Report Employee W2 Data to the Federal Government
  • Problem Solving
  • Best Practices

Who Should Attend: Payroll Managers, Payroll Staff, Business Managers, Business Office Staff, and IT Analyst
Session Duration: 2 Hour
Fees: 2 Hour Seminar – $175 for first person, $50 for each additional
Presenter: Natalie Smith
Dates and Times (Eastern Time Zone)             Series/Repeating:     Repeating

  • 12/18/17 11:30 AM ET       Registration Link (Click Here)
  • 01/02/18 11:30 AM ET       Registration Link (Click Here)

BusinessPLUS – Processing 1099’s in 2017

Description: This 2 hour slow-paced seminar identifies all of the factors and processes related to Vendor 1099 document processing.  Participants will learn which processes are time sensitive, when vendor records are updated, when software updates for Tax Year 2017 will be available and what they can do prior to the end of the calendar year to reduce the number of potential data problems.  The topics and the pace of the seminar are ideal for BusinessPLUS users who will be processing Vendor 1099’s for the first time as well as users who desire a deeper understanding of the Vendor 1099 process as it relates to reference table setup and accounts payable processing.

During the program you will learn:

  • How to confirm 1099 Setup for Tax Year 2017
  • The Step-By-Step Flow of Vendor 1099 Data
  • How to Correct Vendor 1099 Data
  • How to Generate 1099 Documents For Vendors
  • How to Report Vendor 1099 Data to the Federal Government
  • Problem Solving
  • Best Practices

Who Should Attend: Business Managers, Business Office Staff, and IT Analyst
Session Duration: 2 Hour
Fees: 2 Hour Seminar – $175 for first person, $50 for each additional
Presenter: Angela Lopez-Robey
Dates and Times (Eastern Time Zone)             Series/Repeating:     Repeating

  • 12/18/17 11:30 AM ET      Registration Link (Click Here)
  • 01/05/18 11:30 AM ET    Registration Link (Click Here)

On-site Options

Too many people to train? Lots of site-specific questions? Although our seminars offer a forum for you to interact with other eFinancePLUS customers, sometimes a site-based training is a better solution. To make arrangements for site-based training or if you have questions, please contact Alex Pino at (530) 879-2966 or at alex.pino@powerschool.com.

Registration WebEx meeting location:

Via WebEx: Point your browser to the register/login link listed above.  Click the Registration link that appears to the right of the session name.  Complete the Registration form and click on the Register button. You will receive a confirmation email with all of the information you need to join the seminar. Please note that if multiple participants from your school district will be participating from different computers, each user should register to receive their personalized connection information. Multiple participant discount pricing will still apply.  If you need an internal work order form to generate a P.O. please register for the session first.  On the confirmation page, you will see a Course Materials link with the option to download a blank work order for your use.

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