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Main Time Information
Color Code: Green
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 12/14/2020 10:54 am
 
Action Status: In Progress
Show On The Web: Yes - (public)
Priority: 0
Finished/Done: No - (open)
Finished/Done By: ...
Budgeted/Estimated Value: 2,000.00  
Actual/Real Value: 2,000.00   [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 1909
Template/Type: Community Funded Projects
Title/Caption: Annual Payroll Updates
Start Date: 12/14/2020
End Date: Unknown... (open or blank)
Total Time: Unknown... (open or blank)
Target/Due Date: 12/14/2020
Main Status: Active

Sorry, no photos available for this element of time.


Uploaded Media/Content & Other Files (2)
Media Name   File Type Date Description
1909_payroll_employee_withholding.mp4   Video 2/8/2023 1909 employer withholding settings and function
1909_payroll_settings.mp4   Video 1/24/2023 Payroll settings


Notes:

2/8/23 created video.

1/24/23 created video.

1/23/23 checked and pushed with Brandon

Through 4/14/: 46.29

Through 3/1: 173.39 hours

12/21 through 1/22: 62.93 for JM

2/3/21: 35hrs
1/4/21: 15.59 hours for JM
12/14/2020: Brandon and John M will start meeting this week to get the ball rolling.


Additional Date/Times - Subs (78)
Title/Caption Start Date Start Time End Date End Time Age Notes
Payroll updates 2/5/2024 10:00 am 2/5/2024 3:15 pm 5.25 Hours

Finished up the payroll updates for 2024 from the Pub-15 tax document. Merged in new code and ran database updates. See notes in the shop for 2/5/24. Billable for #shipA.

Payroll updates 2/1/2024 3:15 pm 2/1/2024 6:00 pm 2.75 Hours

Quick meeting with Bryan to answer some questions. Then switched over to entering new withholdings tables from the 2024 Pub-15. Pushed up changes to my code branch. See EOT # 10845 in the shop. Billable for #shipA.

Payroll updates 1/25/2024 6:00 pm 1/25/2024 7:00 pm 1.00 Hours

Payroll updates based on the new Pub-15 tax document. entering in new look-up tables and respective values. Billable for #shipA.

Payroll updates 1/24/2024 10:00 am 1/24/2024 12:30 pm 2.50 Hours

Going over new info and numbers in the IRS Pub-15 tax document. Printed out pages, started into look-up tables, and reading through instructions. See EOT #'s 10831 and 10832 in the shop. Billable for #shipA.

Working on forms 1/3/2024 9:30 am 1/3/2024 2:45 pm 5.25 Hours

Working on 1099 forms and also the 1096 summary tax forms. Pushed up code and recorded notes. See notes in the shop for 1/3/24. Billable for #shipA.

Working on 1099's 1/2/2024 3:30 pm 1/2/2024 6:15 pm 2.75 Hours

Added new form options for 1099-NEC and 1099-INT for tax year 2023. See EOT # 10767 in the shop. Billable for #shipA.

Payroll updates 1/1/2024 8:45 pm 1/1/2024 9:30 pm 45.00 Minutes

Ran the annual payroll tax table copier on each server. This is a prep step for payroll to work for the new year. See EOT # 10766 in the shop. Billable for #shipA.

Working on 1099's 12/30/2023 6:45 pm 12/30/2023 9:15 pm 2.50 Hours

Research, clean-up, and coding for the new 1099 forms. See EOT # 10756 in the shop for more info. Billable for #shipA.

Working on 1099's 12/26/2023 8:30 am 12/26/2023 11:30 am 3.00 Hours

Working on 1099 forms for yearend payroll updates. See EOT # 10754 in the shop. Billable for #shipA.

Working on 1099's 12/23/2023 5:15 pm 12/23/2023 7:15 pm 2.00 Hours

Working on 2023 1099's. See EOT # 10753 in the shop. Billable for #shipA.

Working on 1099's 12/21/2023 2:45 pm 12/21/2023 5:30 pm 2.75 Hours

Emails, phone calls, and working on the yearend 1099's for the payroll updates. See EOT # 10751 in the shop. Billable for #shipA.

Finished the W-2's 12/20/2023 10:00 am 12/20/2023 12:45 pm 2.75 Hours

A couple sessions working on the yearend payroll updates and new W-2's for 2023. See EOT #'s 10749 and 10750 in the shop. Billable for #shipA.

Prep work 12/14/2023 7:45 am 12/14/2023 10:30 am 2.75 Hours

Working on payroll and yearend forms. Found a bug and started to fix it. Code review for Will. See EOT # 10706 in the shop. Billable for #shipA.

Getting in to the project 12/13/2023 2:00 pm 12/13/2023 5:15 pm 3.25 Hours

Getting back into the yearend payroll stuff. Started working on new W-2 and 1099 forms. See EOT # 10720 in the shop. Billable for #shipA.

Progress Notes - 7/21/2023 6:00 pm 7/21/2023 8:21 pm 2.35 Hours Analyzing tax forms, ordering new EOY tax documents from the IRS, updating my local environment data. working on FAMLI stuff.
Progress Notes - 7/21/2023 8:00 am 7/21/2023 4:15 pm 8.25 Hours Analyzing tax forms, ordering new EOY tax documents from the IRS, updating my local environment data. working on FAMLI stuff.
Progress Notes - 6/17/2023 10:00 am 6/17/2023 2:45 pm 4.75 Hours

Finished adding the FAMLI payroll updates to the W2 PDFs.

Progress Notes - 6/10/2023 9:30 am 6/10/2023 12:45 pm 3.25 Hours

Adding in database and payroll data to my local so I can add the FAMLI to the W2's.

Progress Notes - 6/7/2023 6:00 am 6/7/2023 7:30 am 1.50 Hours

FAMLI Payroll Updates

Progress Notes - 6/4/2023 10:00 pm 6/4/2023 11:45 pm 1.75 Hours

Reviewing the FAMLI document and ordering 2023 forms from the IRS.

Progress Notes - 3/3/2023 5:26 pm 3/3/2023 8:02 pm 2.60 Hours

finish project and code to change data on line

Progress Notes - 3/2/2023 4:56 pm 3/2/2023 6:02 pm 1.10 Hours

Build and met with Brandon

Progress Notes - 2/8/2023 5:21 pm 2/8/2023 6:21 pm 1.00 Hours

check and send video links

Progress Notes - 2/7/2023 4:21 pm 2/7/2023 9:33 pm 5.20 Hours

build, check code and push with Brandon

Working with Bryan 2/7/2023 1:00 pm 2/7/2023 4:00 pm 3.00 Hours

Work session with Bryan on the payroll employer withholding settings. We pushed up code and made a few tweaks. See EOT # 9872 in the shop.

Progress Notes - 2/6/2023 4:47 pm 2/6/2023 9:17 pm 4.50 Hours

build and meet with Brandon

Working with Bryan 2/6/2023 3:00 pm 2/6/2023 4:15 pm 1.25 Hours

Meeting with Bryan on the employer withholdings payroll project. See EOT # 9869 in the shop.

Progress Notes - 2/3/2023 5:22 pm 2/3/2023 10:40 pm 5.30 Hours

build view and edit paycheck page variables

Progress Notes - 2/2/2023 6:01 pm 2/2/2023 10:13 pm 4.20 Hours

build cfcs and personal payroll

Progress Notes - 2/1/2023 5:06 pm 2/1/2023 9:54 pm 4.80 Hours

build on calculate payroll

Progress Notes - 1/31/2023 4:58 pm 1/31/2023 6:40 pm 1.70 Hours

Build

Progress Notes - 1/30/2023 5:25 pm 1/30/2023 9:43 pm 4.30 Hours

plan and build

Progress Notes - 1/25/2023 5:03 pm 1/25/2023 7:03 pm 2.00 Hours

plan with Brandon and design

Progress Notes - 1/24/2023 5:02 pm 1/24/2023 5:50 pm 48.00 Minutes

video and communication

Progress Notes - 1/23/2023 5:43 pm 1/23/2023 8:25 pm 2.70 Hours

push, test code, and update tables on servers

Working with Bryan 1/23/2023 2:00 pm 1/23/2023 3:15 pm 1.25 Hours

Pushing up new payroll settings with Bryan. See EOT # 9849 in the shop.

Progress Notes - 1/20/2023 4:20 pm 1/20/2023 6:32 pm 2.20 Hours

build and test

Progress Notes - 1/19/2023 4:51 pm 1/19/2023 8:15 pm 3.40 Hours

add individual commission settings

Progress Notes - 1/16/2023 11:40 am 1/16/2023 2:46 pm 3.10 Hours

clean up, meet with Brandon and Shari O

Meeting with Bryan 1/16/2023 11:00 am 1/16/2023 11:30 am 30.00 Minutes

Meeting with Bryan and looking at new payroll settings. We still need a few more tweaks. See EOT # 9733 in the shop.

Progress Notes - 1/14/2023 8:22 pm 1/14/2023 9:22 pm 1.00 Hours

build more and datepicker

Progress Notes - 1/13/2023 4:38 pm 1/13/2023 6:56 pm 2.30 Hours

build

Progress Notes - 1/11/2023 5:02 pm 1/11/2023 9:02 pm 4.00 Hours

build payee settings

Progress Notes - 1/10/2023 5:01 pm 1/10/2023 6:55 pm 1.90 Hours

build

Progress Notes - 12/10/2022 11:00 am 12/10/2022 1:30 pm 2.50 Hours

Looking into servers to ensure EOY database updates ran correctly and added new values for 2023.

Progress Notes - 12/9/2022 8:00 am 12/9/2022 10:00 am 2.00 Hours

Updating EOY Payroll documents (federal and state).

Progress Notes - 12/8/2022 9:00 am 12/8/2022 12:00 pm 3.00 Hours Running EOY payroll database updates on all servers.
Working with John 12/7/2022 2:00 pm 12/7/2022 3:00 pm 1.00 Hours

Merging in code and helping John with yearend payroll. See EOT # 9672 in the shop.

Progress Notes - 12/7/2022 1:00 pm 12/7/2022 3:00 pm 2.00 Hours EOY payroll code review with Brandon.
Meeting with John 12/5/2022 1:00 pm 12/5/2022 2:00 pm 1.00 Hours

Working on payroll numbers with John. See EOT # 9665 in the shop.

Progress Notes - 12/5/2022 8:00 am 12/5/2022 1:00 pm 5.00 Hours

Updating EOY Payroll documents (state). Reviewing payroll code. Reviewing Oklahoma Tax documents and Coding database update to add married tax values.

Progress Notes - 12/2/2022 10:00 am 12/2/2022 4:00 pm 6.00 Hours

Updating EOY Payroll documents (state). Reviewing payroll code. Reviewing Oklahoma Tax documents and Coding database update to add married tax values.

Meeting with John 12/1/2022 3:00 pm 12/1/2022 4:15 pm 1.25 Hours

Work session with John on yearend payroll and tax withholdings. See EOT # 9661 in the shop.

Progress Notes - 12/1/2022 9:00 am 12/1/2022 4:00 pm 7.00 Hours

Updating EOY Payroll documents (state). Reviewing payroll code. Reviewing Oklahoma Tax documents and Coding database update to add single tax values.  

Progress Notes - 11/30/2022 7:00 am 11/30/2022 9:00 am 2.00 Hours

Updating EOY Payroll documents (state). Reviewing payroll code. Reviewing Oklahoma Tax documents.  

Meeting with John 11/29/2022 2:00 pm 11/29/2022 3:00 pm 1.00 Hours

Going over yearend payroll and state tax withholdings with John. Deep and in-depth work session. See EOT # 9651 in the shop.

Progress Notes - 11/29/2022 9:00 am 11/29/2022 3:00 pm 6.00 Hours

Updating EOY Payroll documents (state). Investigating the discrepancy in Colorado tax percentages and reviewing payroll code. Started Oklahoma database update to add new tax values for 2023.

Progress Notes - 11/28/2022 8:00 am 11/28/2022 1:00 pm 5.00 Hours

Updating EOY Payroll documents (state). Reviewing Colorado tax values in local and data 0 database records. There hasn't been correct values for a couple years and the calculate payroll code doesn't use these values anyway.

Progress Notes - 11/27/2022 2:00 pm 11/27/2022 9:00 pm 7.00 Hours

Working on new table to update state records. Updating EOY payroll documents (state). Searching and reviewing Oklahoma tax documents.

Progress Notes - 11/23/2022 3:00 pm 11/23/2022 7:00 pm 4.00 Hours

Fixing and running payroll report on all servers to get a list of states clients are running payroll for. Updating EOY payroll documents (state). Searching for Colorado state tax documents.

Progress Notes - 11/23/2022 9:00 am 11/23/2022 2:00 pm 5.00 Hours

Copying table form code from old tax table copier and creating a new table to add/update state tax table values. Updating EOY payroll documents (state). searching for Colorado state tax documents.

Progress Notes - 11/22/2022 10:00 am 11/22/2022 1:00 pm 3.00 Hours

Reviewing old tax table copier code that contained a table form and restoring the file.   

Progress Notes - 11/21/2022 9:00 am 11/21/2022 5:00 pm 8.00 Hours

Updating EOY payroll documents (state). Compiling list of states that clients run payroll in. Updating the payroll state report code. Reviewing the code that calculates payroll.

Progress Notes - 11/20/2022 5:30 pm 11/20/2022 8:30 pm 3.00 Hours

Updating EOY payroll documents (federal and state). Checking for new state tax values.

Progress Notes - 11/19/2022 12:30 pm 11/19/2022 6:30 pm 6.00 Hours

Updating EOY payroll documents (federal and state). Checking for new state tax values.

Progress Notes - 11/18/2022 6:00 pm 11/18/2022 9:00 pm 3.00 Hours

Updating EOY payroll documents (federal and state).

Progress Notes - 11/18/2022 11:00 am 11/18/2022 3:00 pm 4.00 Hours

Updating EOY payroll documents (federal and state).

Meeting with John 11/17/2022 11:00 am 11/17/2022 11:45 am 45.00 Minutes

John and I going over yearend payroll, forms, and tax table copier code. We also spent some time talking about the next projects.

Progress Notes - 11/17/2022 9:00 am 11/17/2022 3:00 pm 6.00 Hours

Reviewing EOY notes. Adding  code back into tax_table_copier.cfm to update federal tax values for single, married, checked and unchecked. Looking for new 2023 Pub 15-t in the IRS website. Reviewing state notes and compiling a list of states that we support. Looking for state values and compiling a list of urls that have the state values.

Meeting with John 10/20/2022 10:30 am 10/20/2022 11:00 am 30.00 Minutes

Prep work and payroll review with John. See EOT # 9509 in the shop.

Progress Notes - 3/8/2022 10:05 am 3/8/2022 5:42 pm 7.62 Hours General payroll maintenance. Adding Massachusetts to the Adilas payroll system.
Progress Notes - 3/8/2022 7:00 am 3/8/2022 10:00 am 3.00 Hours General payroll maintenance. Adding Massachusetts to the Adilas payroll system.
Progress Notes - 3/7/2022 9:00 am 3/7/2022 12:59 pm 3.98 Hours (Payroll). General payroll maintenance. Adding Massachusetts to the Adilas payroll system.
Progress Notes - 3/6/2022 11:45 am 3/6/2022 3:59 pm 4.23 Hours (Payroll). General payroll maintenance. Adding Massachusetts to the Adilas payroll system.
Progress Notes - 3/5/2022 11:42 am 3/5/2022 4:59 pm 5.28 Hours (Payroll). General payroll maintenance. Adding Massachusetts to the Adilas payroll system.
Progress Notes - 3/5/2022 7:29 am 3/5/2022 11:38 am 4.15 Hours (Payroll). General payroll maintenance. Adding Massachusetts to the Adilas payroll system.
Progress Notes - 3/4/2022 2:35 pm 3/4/2022 7:59 pm 5.40 Hours (Payroll). General payroll maintenance.
Progress Notes - 3/4/2022 10:20 am 3/4/2022 11:09 am 49.00 Minutes (Payroll). General payroll maintenance.

Total Time In Hours And Minutes: 254:41 :: Total Hours As A Decimal: 254.68