2017 Tax Forms

2017 Tax Forms

tax forms rda pen man

Time to Order Tax Forms, Paper, & Supplies!

Orders will be due September 15, 2017. Orders received after September 15th will incur a $35 late fee.

It is rapidly approaching that time of year again, and it’s time to place your order for 2017 tax forms and supplies.  Keep in mind that both forms and supplies are in short supply in December and January.  If you miss out on ordering now or forget something that you need, it may not be available later.  The order forms (included in this blog) are fillable PDFs.  This means you can key your order directly, print as PDF to save your changes, and email it back….no need to physically print and scan or fax!

Please read the following information thoroughly and order carefully!

If you provide paper forms/copies to your employees and vendors you have 3 options:

  1. Print Service – Premium Service offered by RDA.
  2. Blank Tax Forms – Purchase blank tax forms to print W2/1095/1099 information on.
  3. Download PDF forms and print tax forms on regular copy paper.

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PDF Downloads with OpenRDA:

Just as you have in the past, you can continue to use the pdf download feature in our software to create your W2s, 1095s, and 1099s.  Your OpenRDA software will create the form and populate the appropriate data.  The forms can be printed on plain copy paper. Keep in mind, this option requires that you print both the front of the form and the instructions that go on the back of the form. If you are interested in this option but have questions, please contact Amberley Weir at amberley.weir@openrda.com

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2017 Print Service Order Form offers:
  • RDA’s services to print, stuff and seal your W2s, 1095s, and 1099s.
  • Options to customize your order by specifying your sorting and delivery preferences.
  • Options for RDA to electronically file your W2s.

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2017 Tax Forms and Supplies offers:
  • Perforated paper for W2s and 1099s. Perforated paper makes folding and stuffing forms into envelopes easier. This paper will also save toner as the standard IRS instructions are pre-printed on the back of the sheets.  Fronts are blank to allow your OpenRDA software to print the form.
  • Preprinted forms for those that paper file W2s and 1099s.
  • Double window envelopes specifically designed for W2s and 1099s.
  • Options for RDA to electronically file your W2s.
Important Facts, Tips, and Info for 2017 Tax Forms:
  • Continuous Feed forms will NOT be supported in 2017.  Do not order these forms through a 3rd party. They will not work with our software.
  • Forms purchased through any 3rd party vendor will not work with our software.  If you purchase forms through a 3rd party vendor, you will have to fill them out by hand.
  • If there is a need to print employer copies of W2s and 1095s, use plain copy paper instead of the more costly perforated paper. And use the print options that only print the front of the form to save on toner.
  • If you use the pdf download for printing 1099s, you will have to electronically file your 1099s with the IRS. To paper file 1099s, red Copy A forms are required. If you are using the pdf download, you can not print a Copy A in the required red ink without extensive testing. Electronically filing 1099s is not difficult but does require advance registration. If you want to paper file your 1099s, please order the pre-printed forms.
  • If you are ordering perforated paper for 1099s, keep in mind that 2 vendors print per page, but you will be printing 3 copies: Copy B, C and 2.  So if you have 20 vendors, you would need 30 pages of perforated paper.

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There is a lot of information to take in – feel free to email or call Amberley Weir amberley.weir@openrda.com with any questions regarding your orders.

Orders are due no later than September 15, 2017.  Orders received after September 15th will incur a $35 late fee.  

Thank you!

Fall Trade Show Schedule

Fall Trade Show Schedule

RDA is taking to the road this Fall attending the following Trade Shows:

 

Date Name Location
Sept 6-7 COR Hot Springs, VA
October 1 – 3 VML Williamsburg, VA
October 1-4 GGFOA Savannah, GA
October 12 – 13 VASBO Short Pump, VA
October 17-18 COAG Savannah, GA
October 18 – 20 VGFOA Roanoke, VA
October 26 – 27 NDSBA  Bismarck, ND
November 7 – 10 GASBO Augusta, GA
November 12 – 13 VACO Bath County, VA
November 14 – 17 TASBO Murfreesboro, TN

 

Please stop by our booth and learn more about RDA Breeze, our newest generation of software. We always enjoy seeing our current customers as well as meeting new opportunities!

User Group Meetings

User Group Meetings

Save the date!

We have several user group meetings coming up. The dates and locations are as follows:

  • Sept 12 at Russell County School Board, VA
  • Sept 13 at Carroll County School Board, VA
  • Oct 11 at Town of Schroon, NY
  • Oct 12 at Town of Marbletown, NY

These meetings are beneficial for both you as the user and us as the software provider. You get to learn better ways to solve problems and accomplish tasks, discover new features, and discuss issues you may have. We get to know you better, listen to your ideas, and learn new ways to improve our software. A successful user group meeting is one in which everyone can walk away knowing something they didn’t when they came in.

Current users should have received an invitation to the meeting in your area. If you have not received an email but would like to attend, please let us know. We look forward to seeing you soon!

Fiscal Year End

Fiscal Year End

fiscal year end recommendations

For those of you on a July-June fiscal year, fiscal year end is fast approaching. We are thrilled to offer you software in which each year (as well as each month and quarter) stands on its own because that means you won’t have a formal closing or opening of these periods. There are, of course, procedures you should follow at the change of a fiscal year. Rest assured that we have you covered! Please click the links in this post to access our fiscal-year-end-related recommendations and tools.

  • Our Fiscal Year End Procedures document will take you through the steps required as well as suggestions to ensure a smooth fiscal year end and a clean start to your new year.
  • If you have the Leave Management module, then in a few short weeks, you will be moving your employees’ leave balances to the new fiscal year. We want to make that task easier, and also allow your Leave processing to be more streamlined in the upcoming fiscal year and beyond. With that goal and timing in mind, we want to get the word out about something that you may not realize is a feature in our software, Leave TablesLeave Tables must be set up  BEFORE you use the Move Leave Balances process.  This may be a good time to review your Leave IDs and determine which of the same type may be able to be combined into one and set up a table that would determine employees’ earnings based on their years of employment. Once tables have been set up, you can use the Move Leave Balance process to move balances into the new year, and at the same time, move them into the unified Leave ID.
  • We created a Year End Sub-Menu, under Maintenance, in order to group together the processes and reports that are most commonly used at fiscal year end in regard to Leave Management.  We created a comprehensive guide of the year-end sub-menu. This guide contains additional links to wikis that provide further details on each individual process and report under Year End, including the Move Leave Balance process.
  • We also have guidance on running Contract Payrolls in June. We recommend that you read through this documentation so that you understand all your options regarding July and August payrolls.

It is our hope that you find value in these recommendations and instructions. If you have questions regarding fiscal year end, please submit a cyber support request.

Sonya Lanier Joins RDA

Sonya Lanier Joins RDA

Welcome to the Team, Sonya Lanier!

RDA is pleased to announce that Sonya Lanier has joined our team. A Georgia native, Sonya, has over 23 years of experience serving Tax Commissioners all across Georgia. She brings a wealth of system support and implementation knowledge having served numerous years as a Senior Lead Support Analyst for both Harris Computers, Inc. and Thomson Reuters – Manatron.

In her free time, she enjoys spending time with her three children and two grandchildren. She also enjoys traveling, especially seeing sights across Georgia, as well as shopping and reading.

Please join me and the rest of RDA in welcoming Sonya to the team!