W2 Solutions from MHC Software Inc Presented by

W-2 Solutions from MHC Software, Inc. Presented by: Sherry Diedrich MHC Software, Inc.

Agenda n Introduction to MHC Software, Inc. n W-2 Processes q Integration with Lawson Applications q “Reissued” W-2 Documents q W-2 C q Document Express W-2 Demonstration n Electronic Solutions q W-2 Integration with Lawson Self-Service q Electronic W-2 Demonstration q Electronic Pay Stub Delivery

MHC Software, Inc. n n n Privately held, established in 1980 Located in Burnsville, MN 10+ year Lawson Business Partner Document Express is our flexible payment and document distribution system ~500 client installations 80% of client base is Lawson users

Integration with Lawson Applications file import § Standard Lawson PR 297 File § Automatic Annual W-2 Updates § Custom W-2 Formatting § Mark “Reissued” W-2 Documents § W-2 C Documents § Distribution Options in Paper and Electronic Formats § Document Format § Account Management Printer B

Integration with Lawson Applications n n n Standard PR 297 Output File Document Express to print the entire face of the W-2 documents “Reissued” W-2 Documents Capability to Correct W-2 Documents Complete view of document prior to printing and in document history

W-2 C (Corrections) n n n Document Express provides the ability to correct the W-2 form into W-2 C. The print function in Document Express allows the user to print the Federal Copy A on a preprinted infrared scan able form as required by the IRS. All other pages will be imaged and posted to W-2 Self-Service including the instruction page. A default email will be sent to both the default email address and the secondary email address if one was entered by the employee. The W-2 Self-Service Page will show both the original 2004 W-2 and the Corrected W-2 Document if applicable

Document Express W-2 Module n Demonstration of the Document Express W-2 Module for W-2 Processing, “Reissuing” W-2 Documents and Corrections

NEW- Electronic W-2 Distribution n n Document Express to create. PDF of W-2 document for Posting to Lawson Self-Service NEW- Lawson Endorsed- Document Browser Link for access from Lawson Self-Service to the Document Express Electronic W-2 Module

Document Distribution Options Printers file import Fax § Employee Access to Documents via Lawson Self. Service §. PDF W-2 serve as copy in addition to printed W-2 document § § . PDF image of W-2 Indexed and Saved Client post to Lawson Self-Service Accessed Email Web Posting

Electronic W-2 Distribution n n Goal: Provide a compliance mechanism so employers can provide electronic W-2 s to consenting employees. Benefits: • Reduced printing and distribution costs • Reprints or historical W-2 s can be retrieved electronically • Provides employers additional benefits in using Lawson Self-Service • Transparent interface between Lawson Employee Self - Service and MHC’s Document Express Page

Electronic W-2 Requirements Per IRS Publication 15 -A- Rev. 1/2004 n n n The employee must be informed that he/she may receive a paper Form W-2 if consent is not given to receive it electronically. The employee must be informed of all hardware and software requirements to receive the W-2 electronically. The employer will notify the employee that the W 2 needs to be attached to their tax return, and that the employee will need to print it. The employee must consent to receiving the electronic W-2 in a way that demonstrates that the employee can access the W-2 in the method it will be distributed. Instructions should be given on how to receive it. The employee may withdraw consent in writing at any time with 30 days notice. The employer will confirm the withdrawal in writing. The employer will notify the employee how long the consent will be valid unless it is revoked. The employer must notify the employee that the W-2’s will be available electronically by a given date, but no later than January 31.

Electronic W-2 Process

Electric W-2 Solution n Document Express Electronic W-2 Demonstration!!!!

Application Security n n User Name and Password Secure Fonts and Signature Encryption Sarbanes-Oxley -Segregation of Responsibilities -Audit Manager Report HIPPA -Mask Social Security Number -Security of Sensitive Documents

Turnkey Solution Components n n n Exceptional Software Support and Customer Service for 100% Client Satisfaction Secure Check and W-2 Stock HP MICR Certified Printers Premium MICR Toner Cartridges Pressure Seal Folding/Sealing Equipment Hardware Support

Conclusion n All Solution Components- intertwined and critical for complete solution success MHC is progressive and experts with Lawson MHC guarantees streamlined integration with Lawson Applications and offers enhanced application efficiencies. Just ask some of our Many Happy Customers…

MHC Means- Many Happy Customers