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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
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
www.relius.net
RELIUS GOVERNMENT FORMS
Relius Government Forms 5500
Classically Under-Utilized FeaturesTom Hunsinger