Changes for page Preparer Functions (Web)
Last modified by renae g on 2025/09/03 13:49
Summary
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Page properties (1 modified, 0 added, 0 removed)
Details
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- Content
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... ... @@ -1,89 +1,87 @@ 1 1 (% style="line-height:1.32; background-color:#ffffff; margin-top:11px; margin-bottom:11px" %) 2 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:2 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Add Row/Column**(%%) ====== 3 3 4 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:4 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Right-click on the numbered row and choose to insert a row. Then enter the number of rows you wish to enter. 5 5 6 6 (% style="line-height:1.38; background-color:#ffffff; margin-bottom:11px" %) 7 -(% style=" font-size:10.5pt; font-variant:normal;white-space:pre-wrap; font-family:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne;border:none; display:inline-block; overflow:width:624px; height:109px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDTNveIuxpF7TCS8k9olk-DBGazE913bMnGkYHMm5TuykHDrOi8UYzyIWhE8vZxB32sM5etvxp6zLe2y7U4SlacN9bjEeAA7WemaVOEt8POE9bikimDT-XxT8EmjBaac2deoK67A?key=unlNW3Ety2mM6kUi_7DM_g||height="109" width="624"]]7 +(% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:109px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdDTNveIuxpF7TCS8k9olk-DBGazE913bMnGkYHMm5TuykHDrOi8UYzyIWhE8vZxB32sM5etvxp6zLe2y7U4SlacN9bjEeAA7WemaVOEt8POE9bikimDT-XxT8EmjBaac2deoK67A?key=unlNW3Ety2mM6kUi_7DM_g||height="109" width="624"]] 8 8 9 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style:ext-decoration:ne" %)**Insert**(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:9 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Right click on a column and choose to (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Insert**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). Then enter the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Column name**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) and a default value if desired. 10 10 11 11 (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 12 -(% style=" font-size:10.5pt; font-variant:normal;white-space:pre-wrap; font-family:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne;border:none; display:inline-block; overflow:width:624px; height:385px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXfFP_Qi8axqlTwQNLsqG6lItD8YepRWRyAq6z3Ox3MB5aUsgiBeY1MftG3Ay3gvHlBaF_NMkP4-6pelIME3DAjhczeSGrW_0mb7WNaPcSmuimStS7nPTbVbNlvb8X53iLRukNLc?key=unlNW3Ety2mM6kUi_7DM_g||height="385" width="624"]]12 +(% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:385px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXfFP_Qi8axqlTwQNLsqG6lItD8YepRWRyAq6z3Ox3MB5aUsgiBeY1MftG3Ay3gvHlBaF_NMkP4-6pelIME3DAjhczeSGrW_0mb7WNaPcSmuimStS7nPTbVbNlvb8X53iLRukNLc?key=unlNW3Ety2mM6kUi_7DM_g||height="385" width="624"]] 13 13 14 -(% style="line-height:1.38; background-color:#ffffff; margin-bottom:11px" %) 15 15 16 -(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:15 +(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) 17 17 18 -* (% style=" font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:17 +* (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Edit and choose to (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**insert row or column**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). 19 19 20 20 (% style="line-height:1.32; background-color:#ffffff; margin-top:11px; padding:0pt 0pt 8pt 0pt" %) 21 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:20 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** **(%%) ====== 22 22 23 23 (% style="line-height:1.32; background-color:#ffffff; margin-bottom:11px" %) 24 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:23 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Remove Row/Column**(%%) ====== 25 25 26 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:27 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:28 -** (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style:ext-decoration:ne" %)**Edit**(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:29 -** (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:25 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Right-click on numbered row and choose to remove row 26 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)A column can not be removed: 27 +** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If there is an unnecessary state or local column, remove this item from the company setup by going to the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Edit**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) menu and choose (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Info**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). 28 +** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If it is a column that was added and assigned. Unassign the column by clicking on the dropdown menu and select (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Unassign**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). 30 30 31 31 (% style="line-height:1.32; background-color:#ffffff; margin-top:11px; margin-bottom:11px" %) 32 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:31 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Link Box 12 & 14**(%%) ====== 33 33 34 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:33 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Insert the column. Enter in the name of the column. The (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Default Value**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) is optional. The new column will appear with a yellow header that says(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** Unassigned**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). To assign the column, select the dropdown menu, choose the box number from the dropdown menu. If adding a Box 11, 12, or 14, there will be an additional menu to select further details. 35 35 36 36 (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 37 -(% style=" font-size:10.5pt; font-variant:normal;white-space:pre-wrap; font-family:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne;border:none; display:inline-block; overflow:width:624px; height:385px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXejje7OHim6LpELE09ZrWaCrVzDEK_IQXZ6x2iHRU-9hRcakZBuCkU75gvq0c02UmQoourYKqbNZRu6Oc_swkUsPSI8lS4T9HDetK0Ib_kNqc8ZnjDaduMJtEbRgJASzZJp5Wcm4Q?key=unlNW3Ety2mM6kUi_7DM_g||height="385" width="624"]]36 +(% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:385px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXejje7OHim6LpELE09ZrWaCrVzDEK_IQXZ6x2iHRU-9hRcakZBuCkU75gvq0c02UmQoourYKqbNZRu6Oc_swkUsPSI8lS4T9HDetK0Ib_kNqc8ZnjDaduMJtEbRgJASzZJp5Wcm4Q?key=unlNW3Ety2mM6kUi_7DM_g||height="385" width="624"]] 38 38 39 39 (% style="line-height:1.32; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 40 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:39 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** State and Local Tax Items**(%%) ====== 41 41 42 42 (% style="line-height:1.32; background-color:#ffffff; margin-bottom:11px" %) 43 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style:ext-decoration:ne" %)**Edit**(% style="font-size: 9pt;font-variant:rmal; white-space:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:42 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)To access the Company Setup while in the Preparer, go to the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Edit**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) menu and choose (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Info**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).(%%) ====== 44 44 45 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne" %)On the (% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style:ext-decoration:ne" %)**Add**(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne" %), (% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:700; font-style:ext-decoration:ne" %)**Edit**(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne" %), or(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:700; font-style:ext-decoration:ne" %)**Remove**(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:44 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)On the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**State & Local Tax Items**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) screen is where you can (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Add**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Edit**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), or (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Remove**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) state and local tax items. 46 46 47 47 (% style="line-height:1.32; background-color:#ffffff; margin-top:11px; margin-bottom:11px" %) 48 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style:47 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Notes~://(%%) ====== 49 49 50 -* (% style=" font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style:51 -* (% style=" font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style:49 +* (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//If attempting to remove a state or local item but the Remove button is grayed out, the amounts for that state or local item will have to be zeroed out in the Preparer instead. The Remove option will not be available in corrections mode.// 50 +* (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//To change the format of a state account number, choose the "//(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:italic; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**//...//**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//" off to the right of the account number and select the appropriate format. // 52 52 53 53 (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 54 -(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size:10.5pt; font-variant:normal;white-space:pre-wrap; font-family:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne;border:none; display:inline-block; overflow:width:624px; height:521px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXccBY2KA9m8JEEB72a6wht8HwV9ZWZE2PFy8j7Aok-g8E75joXLww8p3N868gmPEur8cJOHaipBHJiD5vDnwB_MM-xtZRJi9hx4sqJH4JpFNuUn6NY2LIlVzJHGLyNdVP2OpRXhUw?key=unlNW3Ety2mM6kUi_7DM_g||height="521" width="624"]]53 +(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) (% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:521px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXccBY2KA9m8JEEB72a6wht8HwV9ZWZE2PFy8j7Aok-g8E75joXLww8p3N868gmPEur8cJOHaipBHJiD5vDnwB_MM-xtZRJi9hx4sqJH4JpFNuUn6NY2LIlVzJHGLyNdVP2OpRXhUw?key=unlNW3Ety2mM6kUi_7DM_g||height="521" width="624"]] 55 55 56 56 (% style="line-height:1.32; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 57 -====== (% style=" font-size:10.5pt; font-variant:normal;white-space:pre-wrap; font-family:color: rgb(34, 34, 34);font-weight:400; font-style:ext-decoration:ne;border:none; display:inline-block; overflow:width:624px; height:521px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe2S6NW4pDlRGqpeIv6IIYkbs6rYpEzQgprVoNIWwtK9IZQpzqM211NM8a_e5s1xlyY2LRE_d-6R2fPNlSc44m2gdetXmkgsh2icLsd9sALDJfJ29-UUwcdkHaAoTzaWa2UzvkXyQ?key=unlNW3Ety2mM6kUi_7DM_g||height="521" width="624"]](%%) ======56 +====== (% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:521px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe2S6NW4pDlRGqpeIv6IIYkbs6rYpEzQgprVoNIWwtK9IZQpzqM211NM8a_e5s1xlyY2LRE_d-6R2fPNlSc44m2gdetXmkgsh2icLsd9sALDJfJ29-UUwcdkHaAoTzaWa2UzvkXyQ?key=unlNW3Ety2mM6kUi_7DM_g||height="521" width="624"]](%%) ====== 58 58 59 59 (% style="line-height:1.32; background-color:#ffffff; margin-bottom:11px" %) 60 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:59 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Correct Company Information**(%%) ====== 61 61 62 -* (% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style:ext-decoration:ne" %)**Edit**(% style="font-size:10.5pt;font-variant:rmal; white-space:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:400; font-style: normal; text-decoration:61 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)To change the address, update the item in the Company Setup by going to (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Edit**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) menu and choose (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Info**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). Change the company information on the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Information**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) screen. 63 63 64 64 (% style="line-height:1.32; background-color:#ffffff; margin-top:11px; margin-bottom:11px" %) 65 -====== (% style=" font-size: 9pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:64 +====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Data Verification (W-2s)**(%%) ====== 66 66 67 -* (% style=" font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style:ext-decoration:ne" %)**Yes**(% style="font-size: 8.5pt;font-variant:rmal; white-space:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:68 -** (% style=" font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style:ext-decoration:ne" %)**Yes**(% style="font-size: 8.5pt;font-variant:rmal; white-space:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:69 -** (% style=" font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style:ext-decoration:ne" %)**Yes**(% style="font-size: 8.5pt;font-variant:rmal; white-space:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style:ext-decoration:ne" %)and (% style="font-size: 8.5pt;font-variant:rmal; white-space:color: rgb(0, 63, 67);font-weight:700; font-style: normal; text-decoration:font-size: 8.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(0, 63, 67);font-weight:400; font-style: normal; text-decoration:66 +* (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)When an employee is exempt from any part of Medicare or Social Security taxes then this must be indicated on the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Data Verification**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) screen within the Company Setup. Once this is indicated as (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Yes**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), that fatal error message will now have an option to (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Continue without Correcting**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), making it a nonfatal error. 67 +** (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If you wish to use control numbers on your W-2 forms, indicate (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Yes**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) to have the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Employee ID**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) column display in the Preparer. 68 +** (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If employees have elected to receive only an electronic-only copy of their W-2, indicate (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Yes**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) to have the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Electronic W-2**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) and (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Email Address**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) columns appear in the Preparer. 70 70 71 71 (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 72 -(% style=" font-size:8.5pt; font-variant:normal;white-space:pre-wrap; font-family:color: rgb(0, 63, 67);font-weight:400; font-style:ext-decoration:ne;border:none; display:inline-block; overflow:width:624px; height: 403px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe8MozcFHHdvTp-IT6MZ2NDLEPV1Fz1ZdGWVJpP1W4Q0LKzL931ch3HrmpKmEo0fn-pwMSYlAekN_ICUCyFrBA302Frd9e7IC14sDyaRyCssCEVXnDH1tHAfn1w4kbHEoj0Jt6ZPA?key=unlNW3Ety2mM6kUi_7DM_g||height="403" width="624"]]71 +(% style="border:none; color:#003f43; display:inline-block; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; height:403px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe8MozcFHHdvTp-IT6MZ2NDLEPV1Fz1ZdGWVJpP1W4Q0LKzL931ch3HrmpKmEo0fn-pwMSYlAekN_ICUCyFrBA302Frd9e7IC14sDyaRyCssCEVXnDH1tHAfn1w4kbHEoj0Jt6ZPA?key=unlNW3Ety2mM6kUi_7DM_g||height="403" width="624"]] 73 73 74 74 (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) 75 -(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:74 +(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If your electronic W-2 option is grayed out, this indicates that your payroll software is passing electronic only employees. ** 76 76 77 77 (% style="line-height:1.38; background-color:#ffffff; margin-bottom:11px" %) 78 -(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(34, 34, 34);font-weight:700; font-style: normal; text-decoration:77 +(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**For Additional Functions :** 79 79 80 -* [[(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(244, 120, 32);font-weight:400; font-style: normal; text-decoration:url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Standard%20Filing%20Questions%20%C2%BB/Processing%20%26%20Forms%20Introduction/Incorrect%20Information%20on%20Forms/||style="text-decoration:none"]]81 -* [[(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(244, 120, 32);font-weight:400; font-style: normal; text-decoration:url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Standard%20Filing%20Questions%20%C2%BB/Processing%20%26%20Forms%20Introduction/Merging/||style="text-decoration:none"]]82 -* [[(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(244, 120, 32);font-weight:400; font-style: normal; text-decoration:url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Standard%20Filing%20Questions%20%C2%BB/Processing%20%26%20Forms%20Introduction/Social%20Security%20Number%20Information/||style="text-decoration:none"]]83 -* [[(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(244, 120, 32);font-weight:400; font-style: normal; text-decoration:url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/1099%20Error%20Checking/||style="text-decoration:none"]]84 -* [[(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(244, 120, 32);font-weight:400; font-style: normal; text-decoration:url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/Foreign%20Employees/||style="text-decoration:none"]]85 -* [[(% style=" font-size: 10.5pt; font-variant:normal;white-space: pre-wrap;font-family:color: rgb(244, 120, 32);font-weight:400; font-style: normal; text-decoration:url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/W-2%20Error%20Checking/||style="text-decoration:none"]]86 -* [[(% style=" font-size: 10.5pt; font-variant: normal; white-space:pre-wrap; font-family:color: rgb(190, 84, 9);font-weight:400; font-style:ext-decoration:underline; -webkit-text-decoration-skip:kip-ink:none" %)NJ Wage and Tax Formats>>url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/NJ%20Wage%20and%20Tax%20Formats/||style="text-decoration:none"]]79 +* [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Incorrect Data Populating into Preparer>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Incorrect Information on Forms.WebHome||style="text-decoration:none"]] 80 +* [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Merging>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Merging.WebHome||style="text-decoration:none"]] 81 +* [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Social Security Number Information>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Social Security Number Information.WebHome||style="text-decoration:none"]] 82 +* [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)1099 Error Checking>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.1099 Error Checking.WebHome||style="text-decoration:none"]] 83 +* [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Foreign Employees>>doc:Web.Year-end, W-210951099 Questions.Processing and Form Introduction (Web).Foreign Employees (Web).WebHome||style="text-decoration:none"]] 84 +* [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)W-2 Error Checking>>doc:Web.Year-end, W-210951099 Questions.Processing and Form Introduction (Web).W-2 Error Checking (Web).WebHome||style="text-decoration:none"]] 85 +* [[(% style="-webkit-text-decoration-skip:none; color:#be5409; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration-skip-ink:none; text-decoration:underline; white-space:pre-wrap" %)NJ Wage and Tax Formats>>doc:Web.Year-end, W-210951099 Questions.Processing and Form Introduction (Web).NJ Wage and Tax Formats (Web).WebHome||style="text-decoration:none"]] 87 87 88 - 89 89