Posts Tagged ‘WINSTABS’

Local treasurers: New version of WinStabs available; don’t forget about workshop

A new version of WinStabs for 2018 — Version 5.09 — is now available for download via iLink and includes updated tax rates.

Follow this link to view PDF instructions about how to download and start a new year in this new version of WinStabs.

Once you have downloaded and started your new year, please ensure that you go to: Add-ins>Tools>Initial Setup Menu>Update Dues Rates & Set Fund Balances.  You will need to enter the new International Dues Rate and should refer to the letter that you received from SMART TD concerning the January 2018 dues increase.  Then click on the Fund Balances & Setting Rates tab at the top and change the Mileage Rate to $0.545.

If you have any questions please email Fieldauditor@group.smart-union.org

Also, registration remains open for a workshop for local treasurers Feb. 21 to 23 that will provide hands-on training on the responsibilities and duties pertaining to their office, including direct receipts, iLink and WinStabs. It will also focus on proper completion of monthly billings and member record maintenance.

This training will also be LIVESTREAMED for participants who are unable to attend in person at the SMART Transportation Division office — 24950 Country Club Blvd., North Olmsted, OH 44070.

Registration is required for both in-person and web-based attendance. Contact Alyssa Patchin at (216) 227-5281 or apatchin@smart-union.org to register and for discounted hotel rates if you are traveling to the workshop. Space is limited, and attendees will be accepted on a first-come basis.

The three-day session will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at the local meeting as an allowable expense of the local. Local treasurers are responsible for their own travel/lodging arrangements.

SMART TD announces Treasurer’s Workshop for April 2017

SMART Transportation Division will be conducting a Treasurer’s Workshop at the SMART TD Headquarters located in North Olmsted, Ohio, April 25-27, 2017.

Attendance will be limited to 35 registrants. Attendees will be accepted on a first-come basis. Those interested in attending are instructed to contact Alyssa Patchin by calling (216) 228-9400, or by email at apatchin@smart-union.org as soon as possible to reserve a spot in the class.

While all treasurers will likely benefit from this workshop, newly elected treasurers are strongly encouraged to attend. The workshop will provide local treasurers with training on the responsibilities and reporting duties pertaining to the office, including direct receipts and WinStabs. It will also focus on the completion of mandatory filings with the IRS and Department of Labor as well as instructions on completing a monthly billing properly.

Training sessions will be conducted by SMART TD Field Auditors.

If possible, attendees should bring a notebook computer and USB flash drive.

The three-day training session comes at no cost to the local. However, the local is responsible for all expenses associated with the treasurer’s attendance. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at a local meeting as an allowable expense.