Converting from Reporting to the MAX DOS to Reporting to the MAX Payroll for Windows

by Kristine Terrell, Sr. Business Partner Account Executive

There are several important steps you need to know to start and complete this process. First and foremost, make certain the version you are upgrading from is the most current Reporting to the MAX DOS version. This is currently 12.1 H and you should receive a set of disks with your Windows upgrade. If you do not receive a set of disks with the upgrade, it is most likely because you have indicated that the package you are updating is already current. If this is not the case please download the maintenance upgrade from the internet, or call your Account Executive to order (if package is version 12.0 or older you will need to order a full set of disks, if it is 12.1a or greater you may download the maintenance disk from www.cmstothemax.com). Complete this process before attempting to upgrade to the Windows version. There are some feature changes that do not allow us to convert all DOS files to Windows, however, following the steps described below will allow you to complete the conversion from within the Payroll for Windows. These steps must be completed before the End User starts using Payroll for Windows!

All tax tables will convert directly from ACTPlus Payroll to the Windows Payroll as federal tax tables, the following steps must be completed to re-establish state and local tax codes.

1. Select Codes from the Payroll Options menu.
2. Select Tax Tables from the submenu.
3. When the Tax Table window is displayed, use the Lookup feature to select a state or local tax table.
4. Select Edit.
5. Select the Tax Type that applies to this tax table.
6. Select Save.
7. Repeat the above steps until you have changed all state and local tax tables.

All leave codes will convert directly from ACTPlus Payroll to the Windows Payroll as vacation codes, the following steps must be completed to convert them to Sick or Other leave codes.

1. Select Codes from the Payroll Options menu.
2. Select Leave Codes from the submenu.
3. When the Leave Code Maintenance windows displays, use the Lookup feature to select the code that needs to be changed.
4. Select Edit.
5. Select the leave type that you wish to apply to the selected code.
6. Select Save.
7. Repeat the above steps until you have changed all necessary codes.

You must recalculate the open file before continuing in the current company. This process takes the information found in the history file and rebuilds wage transactions, benefits, deductions, leave additions and taxes. This option may also be used if you question the validity of an employee's wages or taxes. To process follow the steps below:

1. Select File Maintenance from the Payroll Options menu.
2. Select Recalculate Wages in Open File.
3. Select OK.

Benefit and Deduction codes convert from ACTPlus to Windows Payroll without defining the pay periods. Follow the steps below to define your pay periods.

1. Select Codes from the Payroll Options menu.
2. Select Benefit/Deduction Code from the submenu.
3. When the Benefit/Deduction Code Maintenance window is displayed, use the Lookup feature to select each code and edit as follows:
a. In the Pay Period Applicable section, select the pay periods that apply to the current code. These are the pay periods in which the benefit/deduction is automatically applied.
b. Select Save.
4. Repeat steps a & b until all codes are edited.