New Features for Version 6.14


941 Federal Tax Form: This Report has been updated for 2021 and has significant changes. The report is now 3 pages long and will print on 3 separate pages.(no back-side printing) Many new lines have been added, mostly involving the virus provisions enacted by the Federal government. These will not affect most churches. To view IRS 941 Instructions -> https://www.irs.gov/pub/irs-pdf/i941.pdf

To see the detailed itemization of boxes 1,2,3,5a-e,6 or 16(all), Double-Click the box.

The information on this form is calculated based on Payroll entries. However, most of the boxes can be modified manually. IF an amount has been modified by the user, the box color will change to YELLOW.

To Re-calculate the form information, click the CALCULATE button in the upper-right area of the window.

Note: 941 should NOT be filed if the only employee(s) are ministers and no Federal income tax has been withheld. The minister's information will not appear on the 941 unless they are setup to have Federal Income taxes voluntarily withheld.
If you want to include the Minister on the 941 even though no Federal income taxes are withheld, then you will need to add the Federal Income Tax to the Minister's Payroll.
Click the TAX EXEMPT box if you do not want to actually withhold the tax.

941 Tax Liablility Report: Updated with more information. Use this report to determine the Amount of Federal taxes to pay.

Reconciliation Report: The User interface and presentation have been updated. The requirement to press the "F9" key to access previous Reports has been eliminated.

  • Accessing the Report: There are 2 ways to initially view the report
    • Click REPORTS at the top of the Checkbook screen and then select RECONCILIATION REPORT. The most recent report will then be shown.
    • If Reconciliation Report window is not visible, Double-Click inside the Reconciliation column (R?) on a transaction line in the Bank register.(see #4 above) If a previously Reconciled transaction, then the report with that transaction will be shown. If the transaction was not Reconciled, then the most recent report will be shown. In either case, the Reconciled status of the transaction will not be changed at this point.
  • Selecting an existing Report: Click the Drop-down arrow next to the Date of the visible report and choose from the menu. (see #1)
  • Show Date that a transaction was Reconciled: Click the R? column on the transaction line. A box will appear showing the Date Reconciled. (see #4)
  • Finding a Reconciled Transaction: Click on the line in the Report. The transaction will be located and hilited in the Bank register. (see #3 & #4)
  • Selection Order Mode: To place the Report in a preferential order, Double-Click the line in the Report. The line will be shown in green and move up the list below the last item Selected. Double-clicking the same line will un-Select. Selections will not be saved after exiting the Report.
  • Report Options: Click the Report Options button to access the following features: (see #2 above)
    • Print Report: After selecting to Print, you will be asked if you want to include Non-Reconciled transactions. If chosen, then all transactions dated on or before this Report date that are not reconciled or that were reconciled on a report dated after this one, will be printed. The format of the printed report has been updated.
    • Create New Report: Select the date of the New Report on the Calendar that will appear.
    • Modify Report Date: To change the date of an existing Report, select the NEW date from the Calendar that appears.
    • Delete Report: Deletes the Report and Un-Reconciles all transactions on the Report.
    • Hide Selections: All Selected transactions will be un-selected (shown in white instead of green) and the list will return to normal order. This will not affect the Reconciled status of the transactions.
  • Reconcile/Un-Reconcile a transaction: This procedure remains the same. Double-Click inside the R? column on the transaction line.(see #4) This will add/remove the transaction to the Reconciliation Report. The AMOUNT and R? columns will appear in YELLOW when Reconciled.

End of Version 6.14 changes

New Features by Version

6.13 Features and Changes

2021 Tax Tables - Federal Tables and most State and Local tables have been updated and can now be used when generating Payroll checks.

NOTE: MANY of the Local (City/County/School) tax rates have changed. Please check each employee to ensure that the correct Local table/rate is chosen.

2020 Federal Tax Forms - W-2, W-3, 1099 (NEW NEC version), 1096 and 944 Forms are now available to print.

Contributions: The Contribution screen has been reorganized and several new functions have been added or enhanced.

  • Calendar: The location has been moved and the format has been changed to a Weekly layout.
  • New Donation Types: FEE CHARGED and FEE DONATED are added to the other Donation types.
  • New Donation Totals Box: This box contains a summary of the Donations made on this Date or for all Dates in the Calendar Year based on the Status of the ALL DATES box, and for the selected Donor or for ALL DONORS. The upper half of the box displays the Totals for each Donation Type and includes the Total $ Donated and the Total $ Received. The lower half of the box displays the Totals for each Service and Fund.
  • New SPLIT FEES function: This feature allows the user to specify the amount of Fees CHARGED and PAID by the Donor, and then Proportionally applies them to the Funds donated.
  • Receipts Print Option: The option to print Labels or Envelopes has been added to the Receipt Printing screen.

Checkbook: The Contribution Fund Totals box (used for Auto-Post Deposits) has been redesigned and enhanced to allow greater flexibility in selecting donations to include in the Deposit. This box will automatically appear when posting or editing a Deposit. Donation information will be included for the most recent period based on the Deposit Date. Only Funds and Donation Types that have activity during this DONATION DATE RANGE will appear.

Screen Sizes: The Checkbook and Contribution screens now take up the entire width of your screen. If you prefer the narrower size, then RIGHT-CLICK the icon from the Main Menu.

Screen Font Sizes: The Font size can be changed on the Checkbook and Contribution screens. Choose this feature from the SETUP menu on either screen.
Click here for font size instructions

Checkbook-View Account Balances: This button has been enlarged and relocated just above the TRANSACTION DETAIL label at the lower left area of the screen. There are now 3 columns of information for the Expense and Internal Accounts.

Contribution Reports:

  • Amount Filter: The Amount filter on the Donation Receipts and Detail Report now has the capability to specify an Amount greater and/or lesser than a value.
  • Income Exempt filter: Available on the Detail Report.
  • Donation Receipts: Labels and Envelopes can now be printed from this screen. To access this feature, Right-Click the Print button or choose from the selection box that appears after printing the Receipts.


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6.09 Features and Changes

2020 Tax Tables and 2019 Federal Tax Forms updated.

Consolidated Backups - We have consolidated backups to two backups, Checkbook and Contributions. The Pledges are now included in Contributions and the Schedule and Loans are now part of the Checkbook backup.

Automatic Backup to the Cloud - Automatic backups are now made to the cloud. This is optional (Software Service Plan only) and can be turned off in the Auto Backup Settings.

Reconciliation Report Tweaks - Some minor changes we have made to the report include estimating the next report date and small changes to the printed report. The date of the register balance will now always be the same as the report date, even if there are transactions reconciled that are dated after the report end date.

New Employee Types - We have added a few new employee types: Senior Pastor Bi-Vocational, Associate Pastor Bi-Vocational and Lay Minister.

Contributor Receipts - Starting Receipt # can be specified.

Contribution Funds/Service Setup - Inactive names can be viewed and changed.

New Provider added to Contribution Import - We have added Subsplash to the Import function of contributions.

5.99 Features and Changes

Automated Updates - Software Service Plan subscribers now enjoy automated updates. Updates are downloaded to the users computer by the software and then the user is informed and provided the option to install the new update.

Contribution Receipt Options - There are new options on the receipt. You can add the church logo to the receipt, customize the "no goods or services" line, change the location of the receipt title on the page and an option to include the date issued on the receipt. Addtional options have been added for setting up the receipts for windowed envelopes.

New Electronic Giving Provider - ChurchTrac has been added to our list of electronic giving providers import feature.

Contributor Report Switch - New option to quickly switch between contribution reports.

Contributor Name Export - Names and addresses can be exported.

Sunday Fund Totals Auto-Deposit - New option allows user to select cash/check or electronic contributions.

Departmental Report with Comments - User can now include comments on this report.

Backup - NTS will now track when more than one checkbook or contribution year has changed and suggest that all the years with changes be backed up.


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5.74 Features and Changes

Reconciliation Report Update - The printed report now includes uncleared transactions and the register balance in addition to the reconciled balance.

Print Pay Stub on Check Stub - When using 3 part checks, the pay stub can be printed on the check stub instead of printing a separate pay stub.

Periodic Financial Report Select Internal Category/Account - You can select a specific internal category or account. With a category or account selected, only transactions posted to the selected account will be included on the report.

Comments on Contributor and Totals Reports - Comments to contributions are now included on these reports.

Contributor Secondary Address - A second address can be saved for contributors.

New Employee Types - Nursery workers and School Teachers have been added to the employee types.

Vacation and Sick Time Improvements - We have made it easier to record when vacation and or sick time have been used by the employee. We also added a compensation rate for sick and vacation time and the ability to set a anniversary date of when new time is added.

Easier Cloud Backup - We have made it very easy to select the cloud for your backup.


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5.35 Features and Changes

Form 941 - The full printing of Form 941 is included in this version.

Excluded certain Expenses from Budget Calculations - By popular demand, we have added a feature that allows the user to exclude certain expenses from the budget calculations on the Periodic Financial Report.

Vacation and Sick Time - This new feature allows the church to track vacation and sick time in payroll.

Import Online Giving Records - If your church uses eChurchGiving (or Pushpay), the online giving records can now be directly imported into NTS. We are looking to expand this feature to other electronic/online contribution services. Contact us if you are using a different service that you would like to see added.

New Receipt Options - The receipt header is now customizable with the ability to move the church name and address to a different location on the page and the ability to move the contributor's name and address have been expanded. A new printing option also allows for the exclusion of the receipt number.

Contribution Reports Update - In prior versions, the reports would list services and funds in alphabetical order. This has been changed so that the services and funds are listed on the reports in the same order as on the Service list and Fund lists.

Web/Online Backup Speed Improvement - We have sped up the online backup so it take less time to backup and restore from the web.

Inactive Contributors - A new filter on the Names Setup Screen allows you to view contributor's who have not contributed in either the current or prior calendar year.


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5.08 Features and Changes

Checkbook - The Checkbook records are now encrypted with 256-bit encryption technology for data security. This includes the files stored on your computer and all backups.

Transaction Comments - The size of the comment for checks and other transactions has been increased.

Expense and Internal Accounts - After a new year had begun, there were restrictions on how the accounts could be moved within the account list. These restrictions has been removed. Accounts can be moved to any place in the list at any time in the year.

Annual Report - The Annual Report line numbers have been changed by the General Church. This update will change the line numbers to the new numbers.

Annual Report Income Funds - When using the Annual Report, you now have the option to view the Contribution funds that are used to calculate the income.

Periodic Financial and Bank Transaction Reports - The collate printing function has been added to these reports.


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4.86 Features and Changes

Contribution Data Encryption - Contribution and Pledge data is now encrypted with 256-bit encryption technology. This includes the data stored on your computer and all backups. This important change increases security and provides better overall stability.

Contribution Current Week Backup - This new option allows the user to backup the current week only instead of the entire year.

Pledge Screen Update - We have re-organized the pledge screen to make it easier to use.

Contribution Names List Consolidation - Previously, each contribution year (2012, 2013, etc) had a separate names list. The list for 2012 could be different (i.e. have a different set of names, addresses, etc.) from the 2013 list. This is no longer the case as there is now one master list of names which will simply record keeping.


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5.85 Features and Changes

Names List Sorting - The names list can be sorted by envelope number.

Contributions Import - Tithely and Snowball fundraising have been added to the list of online giving platforms from which contribution records can be imported.

Periodic Financial Report - Select Internal Category / Account - New in this version is the ability to select multiple internal accounts and/or categories. Previously, only one category or account could be selected.

Periodic Financial Report - Select Bank Accounts - This all new feature allows the user to select one or more bank accounts for the report. Only the selected accounts will be included and all other accounts will be excluded.

New Counters level Backup option - When logged in with the Master password, the counters level access can be restricted to making a backup of the current week only.

Several other small changes where made to make the software more user friendly.


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5.64 Features and Changes

Loan Daily Interest Option - There is a new option for loans that have a daily interest calculation

Fast Check Printing - We have streamlined the check printing process to make it faster.

Schedule Select All Box - Added a box that will select or unselect all transactions due.

Contribution Report Options - Added new options to the sort the various Contribution reports and an option to Hide the Amounts on the Contributor report.


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5.56 Features and Changes

Contribution Comments - Comments can be added to individual contribution entries.

Rare Circumstance Option - When churches have a rare circumstance exclusion, this can now be flagged in contributions so that the Annual and Allocation Reports report the correct income.

Periodic Financial Report - This report has been updated significantly to allow for new options and more customization. And now the printed report is the same as the report that is visible on the screen. No more differences.

Departmental Report - There is a new option to show the Budget on an Expense Type report.

Large Fonts - The entire system has been updated so that users can use Larger Windows fonts.


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5.43 Features and Changes

Departmental Report - This is a brand new report that provides balance information along with a listing of individual transactions for selected departments/accounts.

Import Electronic Giving Records - We have added Electronic Giving Solutions by Stewardship Technologies to the Contribution Import function.

Statement of Activities - A fiscal year selection box has been added so that a report for a prior year can be viewed without having to change the fiscal year on the checkbook screen.

Payee Export - An export button has been added to the Payee List so that the list can be saved to a CSV file.


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5.22 Features and Changes

Contribution Total Report - New option to create a report that shows totals by week or by month over a given time frame.

Budget Planner Enhancements - Expense accounts can be added, deleted or changed. Also new are printing options that allow you to exclude certain columns from the printed report.

E-Check Stub - You can now print a stub for e-checks.

941 Liability Report - Report shows tax liability for the 941 form.

New Everything Backup - You can backup all sections of the program using one backup instead of separate backups for each section.


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5.14 Features and Changes

W-2 Forms - 403(b) or TSA reporting - NTS will now automatically include money deducted for a 403(b) or TSA retirement plan in box 12.

Statement of Activities Report - New report that simply shows total income and expense. This report is also referred to as an Income Statement.

View Account Balances - Detail Boxes - Double-click the account balance on a bank or internal account to view all the transactions posted to the account.

New Fiscal Year Balances - The system can update fiscal year starting balances automatically in certain circumstances.

Contribution Receipt Options - Two new options have been added to this report, Show All Funds and Sort Funds by Fund List. The quarterly option has been expanded and can be used on any one year time frame that begins on the first of a month.

Periodic Financial Report Detail Boxes - When viewing transactions on an internal or expense account, the comment for the transaction is now included in the detail box.

Reconciliation Report - The date of an existing Reconciliation Report can now be changed without having to recreate the report.


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4.99 Features and Changes

Contribution Receipts - Now included on the receipts is the date issued and a unique receipt number. A new option also allows for the exclusion of the Contribution Type (Check, Currency, etc) from the itemized listing of contributions.

Schedule - The check scheduler has been re-named and is now referred to as simply the Schedule. We have also added the ability to schedule Transfers along with the checks. This feature has been updated to use 256-bit encryption technology for data security and stability.

Loans - A new feature has been added to mark a loan as inactive. This feature has also been updated to use 256-bit encryption technology for data security.

Periodic Financial Report Loans Section - A new section has been added to the report listing the loans and their principal balance. As an option, the report will also include the amount of the payments.

Annual Report - The Annual Report has been updated to automatically calculate the Allocations Due.

Budget Planner - On the budget planner, instead of saying "New Budget" the column will indicate the year for the budget. Example: 14/15 Budget.

Window Minimize/Maximize - Windows in NTS can now be minimized to the Windows task bar like all other windows programs. The separate minimized window that would appear above the Windows task bar is now gone.

Payroll Records - The payroll records are now encrypted with 256-bit encryption technology for data security. This includes the files stored on your computer and all backups.

Payroll Pay Periods - When generating payroll checks, the system previously gave all employees the same pay period who were paid the same frequency (weekly, 2 weeks, etc.) Payroll will now keep track of individual pay periods for each employee.

Payroll Pay Stubs - After generating multiple paychecks, the user now has the option to print pay stubs for all employees instead of having to print the stubs one at a time.


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