Create That Spreadsheet
Communicating Deductions Clearly Seals the Deal
Deduction Spreadsheet Purpose
Clearly communicate to the bookkeeper the pre- & post tax deductions.
How to Make a Spreadsheet
How to Make a Spreadsheet
How to Make a Spreadsheet
When do these deductions start?
09/01/2024
How to Make a Spreadsheet
What is your title?
Agent, Supervising Agent, etc.
How to Make a Spreadsheet
What is your FULL name?�Amanda Rohland
How to Make a Spreadsheet
What is your phone number?�(###) ###-####
How to Make a Spreadsheet
What is the account number?�#####
How to Make a Spreadsheet
What is the number of pay periods?�weekly=52
biweekly=26
semi-monthly=24
monthly=12
How to Make a Spreadsheet
What is the employee name?�Doe, Jane
How to Make a Spreadsheet
GT65/100 for employee only
How to Make a Spreadsheet
Pre-Tax Health & Accident: Employee covered w/ Cancer Endurance, AxMax, or ICP
How to Make a Spreadsheet
Post-Tax Life: employee GT65 or GT100 over 50K, dependent/spouse GT65 or GT100, CLP, ALX, 10 Yr RC
How to Make a Spreadsheet
Post-Tax Health & Accident: Critical Illness, Cash Cancer, non-employee AxMax, ICP, or Cancer Endurance
How to Make a Spreadsheet
Type in the information from each SRF on one line for each employee.
How to Make a Spreadsheet
Click on the 3 lines in the filter by employee.
How to Make a Spreadsheet
Click on Sort A → Z
How to Make a Spreadsheet
How to Make a Spreadsheet
Click file.
How to Make a Spreadsheet
Click download.
How to Make a Spreadsheet
Click PDF (.pdf).
How to Make a Spreadsheet
Landscape.
How to Make a Spreadsheet
Uncheck show gridlines..
How to Make a Spreadsheet
Export.
How to Make a Spreadsheet
Email OR Deliver?
BOTH
Email OR Deliver?
BOTH
Create That Spreadsheet
Go make the spreadsheets you need to make for your new enrollments & re-enrolls.