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RELIUS GOVERNMENT FORMS

Relius Government Forms 5500

Classically Under-Utilized FeaturesTom Hunsinger

Welcome and thank you!

Tom Hunsinger Who? 7+ years at Relius/Peak 1 Started in Tech Support Tech Support Manager RGF on-line presenter

How we’ll work this…

I’ll show the feature

Raise your hand if you use it

Classically Under-utilized Features

Filing Checklist

Filing Checklist

Lists all schedules and forms that need to be filed for the plan based on the Form 5500 or Form 5500-EZ

Shows where to send the paper copies of the forms

Notes where signatures are required Helps ensure complete filings

Filing Checklist

Accessing Filing Checklist: From the File Menu When printing the planbook or the Form 5500 and

5500-EZ

Filing Checklist

Only available when Form 5500 or Form 5500-EZ is open and the active form

Filing Checklist

Only available when Form 5500 or Form 5500-EZ is being printed

Filing Checklist

Filing Checklist

Notes: To use either method the Form 5500 or Form

5500-EZ must be saved in the planbook and must be filled in accurately

For further information see the User’s Guide: Chapter 7 - Printing

Classically Under-utilized Features

Sorting

Sorting

Data on repeating pages can be sorted

Sorting options depend on which form is being edited

Schedule A Schedule D

Schedule C Schedule SSA

Sorting

To sort the data on one of the supported schedules:Open the schedulePress the F9 key on the keyboard

orClick on the Edit menu and select Sort

Sorting

Sorting

Sorting in Schedule A All entries in Part I, item 2 (a-e) will be sorted in

descending order (as required by the instructions). The sort is based on the sum of amounts in columns (b) and (c).

Sorting

Sorting in Schedule C Part 1, item 2 (a-g) will be sorted in descending order

(as required by the instructions). The sort is based on the sum of amounts in columns (e) and (f).

Sorting

Sorting in Schedule D Part I and Part II can each be sorted by Name of MTIA,

CCT, PSA, or 103-12IE or by EIN/PN in descending order, or Compressed to remove blank entries.

Sorting

Sorting in Schedule SSA Item 4 can be Compressed to remove blank entries or

sorted by Participant Last Name or Participant Social Security Number. When selecting to sort by either of these options you can also select to Group by Entity Code.  This will first group them based on like entity codes and then sort within the entity codes based on the selection.

Sorting

Sorting

Note: For more information see the User’s Guide: Chapter 5 - Editing Forms

Classically Under-utilized Features

Merge Planbooks

Merge Planbooks

Use the Merge Planbooks feature to combine all forms and schedules of one planbook with the forms and schedules of an open planbook. This feature can speed up your processing if you have plans that use the same schedules and data.

Merge Planbooks

Steps to Merging Planbooks Open any form in the plan that will receive the

schedules and forms Click on the Utilities menu and select Merge Planbooks

Merge Planbooks

The Merge Planbooks assistant opens making the process as easy as 1... 2…3…4

Click on the Select button to start the merge

Merge Planbooks

Select the plan that will send data to the open planbook and click on the OK button

Merge Planbooks

That takes you back to the merge assistant, now click on the Select button for Step 2

Merge Planbooks

By default, a log file named merge.txt will be saved in the default data folder. You can make changes to the name or location if you wish, then click on the OK button.

Merge Planbooks

Once again you return to the merge assistant. Note how you can see the selections made in the first two steps. Click on the Merge button to start the merge.

Merge Planbooks

Finally, click on the View button in Step 4 to view the log file.

Merge Planbooks

Review the log file and your new planbook is loaded with forms and ready to go!

Merge Planbooks

Notes: You can only merge planbooks from the

same year If a form already exists in the target

planbook the form will be skipped and not transfer

For more information see the User’s Guide: Chapter 8 - Utilities

Classically Under-utilized Features

Track Changes

Track Changes

The Track Changes feature allows you monitor the changes made to a planbook.

You will know: Who made the changes When they made the changes and What the changes were

Track Changes

Track Changes is not enabled by default. To enable Track Changes click on the Utilities menu, select Track Changes and then select Highlight Changes

Track Changes

You can choose to just track the changes or to track and highlight the changes.

Track Changes

If you choose to highlight the changes your form will look something like this:

Track Changes

Now that Track Changes is enabled you can review changes that have been made to the forms by clicking on the Utilities menu, select Track Changes and then select Accept or Reject Changes

Track Changes

Each changed field in the form will be reviewed and you will have an opportunity to accept or reject the changes.

Track Changes

Notes: You can toggle Track Changes using CTRL+SHIFT+E

on your keyboard When using the Carry-forward, Transfer, Combine,

and/or Merge features, the previous form changes will not be tracked. When using the Sort feature, the data that has been sorted will not be tracked.

For more information see the User’s Guide: Chapter 8 - Utilities

Classically Under-utilized Features

Compare Forms & Planbooks

Compare Forms & Planbooks

Have you ever had two forms from separate plans that seemed like they were filled out the same but you were not sure if they were?

Compare Forms & Planbooks

Have you ever had the same planbook with the same file name in two different directories and wondered what were the differences between the two files?

Compare Forms & Planbooks

Use Compare Forms and Compare Planbooks to find out the differences.

Compare Forms & Planbooks

Steps to comparing two forms or planbooks: Open a form you wish to compare or any form in a planbook that you

wish to compare. Click on the Utilities menu, select Track Changes, select Compare,

and select Compare Form or Compare Planbook

Compare Forms & Planbooks

If you are comparing forms, a dialog box will appear Select the planbook containing the form you wish to compare to

the form opened in the original planbook

Compare Forms & Planbooks

The form in the planbook selected will open A new dialog box will appear that will allow you to navigate through

the fields that have entries that differ from the entries in the original planbook

Compare Forms & Planbooks

The process is the same to compare planbooks, the only difference is that the dialog box will guide you through all of the forms of the planbook rather than just one form

Compare Forms & Planbooks

Note: For more information see the User’s Guide:

Chapter 8 - Utilities

Classically Under-utilized Features

AutoFileName

AutoFileName

By default, the first time you save a new planbook you are prompted to name the data file and select where you wish to save it

With AutoFileName enabled you can have the file named and saved in the default data directory automatically by the RGF 5500 application without prompting

AutoFileName

To enable AutoFileName click on the Settings menu, select General, select the Preferences tab, then check the box next to AutoFileName

AutoFileName

Notes: The name created for the files is a combination of

letters and numbers, e.g., xxk8n020.rf6 It will be difficult to know what the plan name is when

browsing a directory in Windows Explorer For more information see the User’s Guide: Chapter 10

- Customizing Program Operation

Classically Under-utilized Features

Sort Planbooks in the

Open Dialog Box

Sort Planbooks in the Open Dialog Box

You can sort the list of planbooks in the Open dialog box by File Name, Plan Name, or by Plan Number.

Sort Planbooks in the Open Dialog Box

Go to the file open dialog box, click on the Sort menu and select the sort type you prefer

Sort Planbooks in the Open Dialog Box

Notes: The default sort order is by file name For more information see the User’s Guide: Chapter 4 -

Managing Form Files

Classically Under-utilized Features

Delete a Form or Planbook

Delete a Form or Planbook

It only take a couple of clicks to delete a form or a planbook and you do not need to be a surgeon to operate this feature successfully!

Delete a Form or Planbook

Go to the Open dialog box Select the planbook that contains the form you want to

delete

Delete a Form or Planbook

Go to the Forms section and click on the check mark next to the form you want to delete

Delete a Form or Planbook

Click on the Yes button to confirm the deletion

Sort Planbooks in the Open Dialog Box

Notes: To delete the entire planbook just delete the Plan

Information Worksheet CAUTION: Once a form or planbook is deleted it can

not be recovered For more information see the User’s Guide: Chapter 4 -

Managing Form Files

Classically Under-utilized Features

Calculation Override

Calculation Override

RGF 5500 by default auto calculates various fields on the forms. These calculations follow the instructions for the forms but there is room for interpretation in the instructions. You or your actuary may not agree with the calculated value for a field. It is very easy to override the auto calculated fields in the RGF 5500 application.

Calculation Override

If you wish to change the value of an auto calculated field, the easiest way to override the calculation is to right-click on the field and select Calculation Override

Calculation Override

After selecting Calculation Override the field will change from blue to red and allows you to enter the your calculated value in the field.

Calculation Override

Notes: Calculation Override can be used to override the

values transferred from the Plan Information Sheet on the schedule but it is not recommended since the changes made on the schedule would not transfer to the other schedules in the planbook.

A maximum of 40 calculated entries can be overridden per form.

If a calculation is overridden you will receive a validation error for the overridden field if math validation is performed on the schedule. You can choose to ignore the validation error.

For more information see the User’s Guide: Chapter 5 - Editing Forms

Classically Under-utilized Features

Print to PDF

Print to PDF

You can print your forms and planbooks to PDF files without owning Adobe® Acrobat® saving you hundreds of dollars

These files can be printed by your clients using free software to file their 5500 forms

You can use the PDF files to go “paperless” in your office

This is a standard, no-additional-cost feature of RGF 5500

Print to PDF

How to print a form to a PDF file: Open the form you wish to print If you wish to print a paper copy as well as the PDF

file, click on the File menu and select Print

Print to PDF

Select the print range desired on the right, plus any other options and then click on the checkbox labeled Print to PDF and then click on the OK button

Print to PDF

A dialog box will appear to enable you to name and save the PDF file in a location that is convenient for you

After saving the file you complete the printing process just as you normally do

Print to PDF

If you do not want a paper copy and only want to create the PDF file, click on the File menu and select Print to PDF

Print to PDF

Select the print range desired on the right, plus any other options and then click on the OK button. Note: You have the option to print paper forms.

Print to PDF

When the PDF file is opened, this cover page precedes the forms:

Print to PDF

Notes: Select Suppress PDF Warning Page on the Print dialog

box to leave off the cover page. For more information see the User’s Guide: Chapter 7 -

Printing

Classically Under-utilized Features

Digitized Signatures

Digitized Signatures

Digitized signatures are image files containing a person’s legal signature

RGF 5500 supports .jpeg (.jpg) and .bmp file formats

The Form 5558, Form 8905, and the 2005 Schedule P support digital signatures

Digitized Signatures

How to use digital signatures Scan or obtain a .jpeg or .bmp file of the required

signature The image file should be a black signature over a white

background with dimensions no greater than 23 pixels high and 282 pixels wide

Modify the RGF5500.ini file per the instructions in the User’s Guide

Check the Use Digital Signatures checkbox in the Print dialog box

Print forms as you normally would

Digitized Signatures

Example: Digitized signature (need to shrink to < 282 x 23 pixels

Digitized Signatures

Example: Digitized signature (need to shrink to < 282 x 23 pixels)

Digitized Signatures

Example: Digitized signature (need to shrink to < 282 x 23 pixels)

Digitized Signatures

Example: Modify RGF5500.ini

Digitized Signatures

Example: Modify RGF5500.ini

Digitized Signatures

Example: Check the Use Digital Signatures checkbox

Digitized Signatures

Example: Print

Digitized Signatures

Notes: For more information see the User’s Guide: Chapter 8 -

Utilities

Classically Under-utilized Features

Print EIN / PN on Form

Print EIN / PN on Form

This option allows you to print the EIN and Plan Number in the form header of each form.

This setting prints the employer identification number (EIN) and plan number (PN) at the top of each page of a form. Use of this option is helpful in collating the printed pages of multiple forms.

Print EIN / PN on Form

Click on the File menu and select Print Options

Print EIN / PN on Form

Select the first checkbox and click the OK button.

Print EIN / PN on Form

Print EIN / PN on Form

Notes: On certain forms (e.g., PBGC forms), the EIN / PN will

not print if it already appears as an entry on the page. This option is currently unavailable for the 2004, 2005

and 2006 1-D Barcode (Hand Print) and Manual Feed Form 5500 Series.

For more information see the User’s Guide: Chapter 7 - Printing

Classically Under-utilized Features

File List(Search)

File List

Use File List to find planbooks by: File Name Form Year Form Type Date Saved (range of two dates) Location of the file (drive/directory)

File List

To use File List: Click on the File menu Select File List

File List

Enter the criteria you want to search for…

File List

Enter the criteria you want to search for…

File List

You can: Open a form from the list Print a report Send the output to the clipboard to paste into another application

File List

Notes: The use of wildcards (*, ?) are permitted in the File

Name text box For more information see the User’s Guide: Chapter 4 -

Managing Form Files

Classically Under-utilized Features

Data Import fromRelius Administration

Data Import from Relius Administration

To import data into RGF 5500 from Relius Administration:

Carry forward your previous year’s data in RGF 5500 just like always

In Relius Administration use the Compute Government Forms utility in the Processing menu to export the plan data in Admin to an XML file You can export data from one plan, all plans or selected

plans

Data Import from Relius Administration

Open RGF 5500 and you will be prompted to import the data from the XML file.

Data Import from Relius Administration

Be sure to save the import log file to the directory that you carry forwarded your RGF 5500 files to

Data Import from Relius Administration

Save the log file

Data Import from Relius Administration

Notes: You can import the data from the XML file into an open

form using the Utilities→XML Import feature For more information see the User’s Guide: Chapter 8 -

Utilities

Classically Under-utilized Features

Batch Create 5558s

Batch Create 5558s

Problem: You have 100 plans that need to have extensions filed but you only have an hour to do it.

Answer: Use Batch Create 5558s and take a 15 minute break.

Batch Create 5558s

Click on the Utilities menu and select Batch Create 5558s

Batch Create 5558s

Select the options you want

Batch Create 5558s

Select the plans that you want to file extensions for

Batch Create 5558s

Save the batch log file

Batch Create 5558s

The 5558s are created Do you want to print them?

Batch Create 5558s

Select the printing options you want Do you remember Digitized Signatures?

Batch Create 5558s

Notes: For more information see the User’s Guide: Chapter 8 -

Utilities

Classically Under-utilized Features

Generate SAR

Generate SAR

Did you know you can generate SARs without leaving RGF 5500?

Generate SAR

Open the Form 5500 for the plan you want to generate the SAR for

Click on the Utilities menu and select Generate SAR

Generate SAR

SAR will open with the Data Form open for the plan you selected

Generate SAR

Notes: For more information see the User’s Guide: Chapter 8 -

Utilities

For additional information or support…

Relius Government Forms Support

1-800-326-7235 Option 1

govforms.support@relius.net

www.relius.net

RELIUS GOVERNMENT FORMS

Relius Government Forms 5500

Classically Under-Utilized FeaturesTom Hunsinger