We are fast approaching that time where we need to close out the books for 2016 and start working on the 2017 books. In Marge, we do what we can to make that transition as easy as possible, but there are always things that need to be cleaned up or set up going forward. To assist you with these things and help you avoid making any mistakes, we've put together a short power point presentation which can be accessed right from the Marge main menu screen.

See the important information section at the bottom of this email for a quick summary of the process!

Important Information:

1. Now...you should be making sure your chart of accounts is in balance and finding the problems if it is not. You should be catching up on batch entries for the year if you are behind...this includes receipts and disbursements, You should be cleaning up your budget groups to make sure you aren't using any invalid ones.

2. On December 30, you should stop working in Marge by 8 p.m. You should not log back into the program until January 2, 2017 as we will be performing our year end maintenance in the program. PLEASE DO NOT ATTEMPT TO ACCESS MARGE FROM 8 P.M. January 30 UNTIL MONDAY, JANUARY 2, 2017.

3.After January 2, 2017, you may continue to enter batches for 2016 if necessary. You will do so, however, under ID 7. There are instructions in the presentation on how to add 2016 batches. You will also need to run your year end reports...such as 941s, W-2s, Form C or CT, etc. Make sure you review all payroll forms by January 10.

4. Most of all, enjoy this holiday season with your friends, family and loved ones! We'll be here in January to help you with any housekeeping details you need to address.

NOTE: There will be no Tuesday Tips on December 27! We'll be back in January with more!