[MUSIC] Hi, welcome back, I'm Darren Root, I'm here again with Rhonda Shurter. Welcome back Rhonda. >> Thank you, Darren excited to be here. >> We are ready for section 3 of our Accountant Connect certification. In this particular section, Rhonda we're going to talk about reports and tax forms again. We hit it in section 2 but I would say we did a cursory overview in section 2, maybe a little bit more than a cursory overview. But reports and tax forms are so powerful and it's a tool that I think every one of our users are going to use a lot so I want to dive deeper into that now. So in this section Rhonda I would like to actually just go in our navigation on the left to reports and tax forms. Well, let's just start with selecting clients, let's talk about different payroll products and then the clients within that. >> Okay, so again this is a power area for you, this is such a time saver for you, this is one of my passion areas for Accountant Connect. But as you know within ADP we do have different payroll solutions, right? So we have ADP RUN, Workforce Now, and TotalSource. These are different solutions and they actually have different reports. So it is important that you select which clients you want to work with because that's actually going to dictate which reports are available for you to select from in section 2. So if I were to change to Workforce Now, it would be a different set of reports that are available. But despite the fact that we have different reports we are trying to make it really easy for you to get them in one place. So selecting the payroll solution that you want to work with is the first step, and then you can start selecting your clients. >> So if you're just using RUN for partners you're not going to see anything else. If you're using RUN for Partners and you also have RUN Retail, you're not going to see any other applications. >> Right. >> If you have a RUN client and you also have a Workforce Now client then this is where you would be able to select between them. >> Exactly. >> And when I switch between those two clients, Rhonda, it'll filter my list for me to a degree, right? >> Yes, exactly. >> So if I only have one Workforce Now customer as an example I'm just going to see one client and the client list if I select that application. >> Exactly, you'll see only the Workforce Now client and then you will see only the reports that are available from the Workforce Now perspective. >> So once we select the product we're working with, now we can select multiple clients if we want. >> Correct, so you can work with one client or you can select multiple which, this is where you get that really great time savings, right? >> Yeah. >> So exactly and that is for RUN, the features and capabilities are slightly different to if you have Workforce Now or a TotalSource. And the experience will change based on the options that are available too. >> Okay, so let's move to now column 2 which is Select reports and tax forms super powerful area here. >> Yeah. >> So if I've selected RUN powered by ADP if that's one of my options or if that's all I'm using then I don't have an option. I select my clients in column 1, now we're ready to select some reports. >> Yes. >> You want to talk about that a little bit? >> Yeah, so there are different category headings here, and we try to group them in logical ways. But if you know you're looking for something, you can either search for it or you can expand the different categories. So we have a whole section dedicated to cares, right? So we have a whole section for that, payroll companies you can expand the different sections or you can search for it. So if you know you're looking for a payroll report, type in payroll and it's going to expand the appropriate area where all the payroll reports are. So search for it or scroll through the list and find the report that you're looking for. >> I mean chances are Rhonda, do most firms that you see sort of have a standard set of reports that they like to get on certain frequencies? >> Yeah, we definitely have like the top 10 reports that folks like, right? So there's the payroll detail, liability summary reports, 941s, quarterly tax reconciliation, the pay stubs etc. So we have those top reports that everybody likes but then we have a whole suite of other reports. So retirement reports, other kinds of reports that are available here. And you can search for what you're looking for. >> So each firm needs to sort of figure out what their standard sets are because those are the things that you're going to want to generate on some frequency which we'll talk about here here in a minute. But figure out what those reports are that you kind of want to create a frequency for and maybe schedule those. So those automatically happen all the time. What I'd like to sort of hit on real quick is a common thing that happens in our firm is an employee of a client needs to know their earnings or needs an earnings record for a mortgage loan or whatever. What an easy way for me to figure that out? >> That's a great question. So you know select the payroll right? So for RUN, and you select the client for which you're seeking the earning record. I'm a searcher so I would search for earnings record report and you could find that under the employees report. And if you want it for a specific employee you can actually do that. So if I were to just select it in step 2, the earnings record is going to generate for all active employees. But if I was looking for it for just one particular person, you'll see the option in our employee reports area where you can actually select the specific employee that you want that earnings record report for. >> So again selecting reports and tax forms incredibly powerful. And like the earnings record we just talked about Rhonda, that's probably a one time I just want to generate that and send it to the client or the client's employee. But right now I want to go back to hey we want to create a, I'm just going to call it a batch a second. But I want to create a [LAUGH] batch of of reports that run on some frequency. >> Mm-hm. >> And so let's move to the third column and figure out how we set up a frequency and then what where we go from there. >> So you said it beautifully Darren, so you can either request reports now, it'll generate them now and you can download them and and you'll be done. But if you know you do something every payroll, every quarter, every year end, you can set that up as a schedule. So we call it reoccurring, so you want to run this on a reoccurring basis. And when you select the different options under recurring you can select something to run after every payroll depending on the reports. And again Accountant Connect is very dynamic, so based on the selections that you've made in sections 1 and 2, will determine your options available in section 3. So if you've selected something that's not a payroll specific report, you're not going to see after payroll as a frequency option. However, if you selected only payroll reports, you would see after every payroll you want those payroll reports to run. So your options adjust as you go through this step 1, 2 and 3. But if you wanted to run something on a reoccurring schedule, you would select the clients in step 1 that you want that schedule to be set up for, the reports you want to be included in that schedule, and then the frequency in which you want it o run. So whether it's after every payroll, every month, quarter close, or year end. Once you've selected that frequency, you just name that schedule. So you could say my year end package or my year end schedule, and then once it's set up it will run automatically. You don't have to come in and request them every year or every quarter or every payroll. You just come in and you'll go to your queue which is one of the tabs here that you see in the reports and tax forms area, it's also referenced on your dashboard area as well. And you'll see all the reports that have automatically run in the queue. >> So queue really means that the report's already run, here it is, you can grab it from here. Is that what that means? >> Exactly exactly, think about it as your reports inbox, everything that's new that is now available for you to get. >> And then what is schedules then and how is that different? So once you go through that process and you set up a reoccurring schedule, that schedule exists now. And you can go into the schedules area and you can see all the schedules that exist. And within that schedule you can see what reports are included in the schedule, how frequently it's going to run, when is the next time it's going to run, what clients it's running for. So you can see all the information about that schedule. You can also delete the schedule if you're no longer using it or if you need to modify it in any way, you can just delete it and create a new schedule. It's very easy as you can see to set up a schedule. So if you made a mistake or you need to alter a schedule, just delete the schedule and create a new one and you'll be good to go going forward. >> I've got a curveball for you, are you ready for this one? >> Boy, okay. >> So I've got this schedule set up, I've got 80 of my RUN clients all set to print off the reports after every payroll. And I pick up a new payroll client and I want to add them to the schedule, what do I do? >> So we did not build in the editing feature for a schedule because it's so easy to create a schedule. So what I would say is go into Schedules, Delete that schedule. And then you can come here and you can actually just hit the Select All option in section 1 if you've got it filtered by your RUN clients. And select those reports again and select the frequency, it's really step 1, 2, 3 and you've set up a new schedule. >> So as I think about our payroll practice, we have a set of reports that we would like to run after every payroll- >> Mm-hm. >> Which we talked about. >> Yep. >> There's a set of reports that we would like to run at the end of each quarter probably includes 941 and maybe state unemployments and things like that. And then there's a set of reports I want to run annually, maybe that's the W2s. >> Yep. >> And I want this to happen automatically. >> Yes. >> That's three different schedules, correct? >> Correct, three different schedules. >> Okay, so you might set up a schedule for like said after every payroll and we've got all my clients selected and it generates those. >> Mm-hm. >> And then maybe its quarterly payroll tax return schedule I call it that and I select all clients and it's going to generate all of those, am I right so far? >> Yep, you got it. >> And then I want to do my annual W2 or whatever I want to call my annual reports and maybe I include W2s and anything else I want to include in that and I call it my annual. So now I've got three schedules I should see and I should be able to add all my clients to that. >> Yes, exactly. >> How powerful is that? I mean, you can essentially automate all the report getting and all the report generating, tax forms generating everything all from this screen. >> It is very powerful and it's something that we really wanted to bring to our accounting partners to really save time. The scheduling is a great feature, but even just the convenience of being able to come to one place. To me that it has been really powerful as I talk to accountants is that not having to go to clients and get the information. To have that direct access whether it's one off or recurring, just to be able to get exactly what they need has been a huge, huge time saver. And it frees you up to do a lot of other things that are really value add for your clients which we'll definitely get to in some of our future modules. All the time saving features that we're realizing here with reports and tax forms, it is time that you can use for other options as well. So it's been a huge, huge time saver and a great feature. >> One of my goals is to help every accounting firm automate as many things as they can possibly automate and free up some time because everybody just seems to be too busy. I think I have one more curveball question for you. I call it a curve ball because I don't know the answer and you will. So if we have four people in our firm that have access to Accountant Connect and we all have access to all the clients, is schedules and queue consistent among all four of those users? Do we all see the same thing? >> You do, so as long as when you're setting up those new users you've given them access to reports and tax forms, they would have full functionality. Now the catch is, if you only gave those users access to a certain set of clients, they would only see those clients that you've given them access to. So whatever access or client groups that you might have established will be reflected and honored in the reports and tax forms area. Throughout all of the Accountant Connect you'll only have access to those clients that you've been given access to. >> Okay, well I feel like we've covered reports and tax forms more thoroughly here than we did in section 2. It's such a big area, we just really wanted to spend a little bit more time with it. So- >> Yeah it's really powerful, I hope everybody leverages it. Just to close on a few things, it does have some of the filter options we talked about. So you can filter the client list here. We do have some other options here where you can view by legal name or doing business name. It's something I've heard before, sometimes I can't find a specific client. Well, you may be searching them based on their legal name and you're looking at the doing business as name. So just a couple of little tips there as well as, if you are selecting multiple reports in step 2, you'll see to the right of the search box the selected options. So you can see the reports that you've selected because we do have in some areas a very long list of possible reports that you can leverage and use for your clients. So you can actually expand that to see which client or which reports you've selected as well. And a nice tidbit which was very important to one of our accounting partners is, the reports are generated and they actually come out in a PDF file. They will appear in that file in the order in which they are selected here. So that was something that was really important to somebody, the ability to order reports. So they will appear in the order in which you have them selected here. >> That's a great feature and that's actually a great tip, I like that one. >> Yeah, so there was a specific firm that really liked to have them with the federal, state and local. And they wanted them in that order for their quarterly tax filings and it's just how it just helps them. So it's flexible enough to support that. >> Being an accountant for the last 35 years, that makes absolutely perfect sense to me. So I understand the suggestion, that was a good one. I think that's it for today Rhonda or for this section anyway. So thank you so much, and I want to thank everybody for joining us for section 3. We look forward to you joining us for section 4. [MUSIC]
