Wiki source code of Account Number Formatting

Last modified by Derek K on 2024/02/07 22:29
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1 ====== When using **Aatrix for State and Federal Tax Filings**, the information on the report is being populated using a data file created by the Payroll Software. In some cases, the Account Number may not be set up correctly and require adjusting. This can be completed by adjusting it directly in the Payroll Software and regenerating the report or using the following steps to adjust it within Aatrix. ======
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4 ====== Once the form is open, in the upper left-hand corner click on **Edit** and **Company Setup.** ======
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7 [[image:Formatting_on_Forms_-_Company_Setup.jpg||alt="Formatting on Forms - Company Setup.jpg" height="225" width="252"]]
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12 ====== Proceed by clicking **Next** until you see the **State & Local Tax Items **screen. ======
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18 ====== From here, select the particular **Tax Account Number** that is incorrect and click **Edit**. ======
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23 [[image:Formatting_on_Forms_-_Company_Setup2.jpg||alt="Formatting on Forms - Company Setup2.jpg" height="481" width="637"]]
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27 ====== This will bring up a window to update the account number. In the case that the format is not correct, clicking on the **three dots** to the right will allow for alternate formatting. ======
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31 **Note: Depending on the state requirement, some characters within the account number will be hardcoded, whereas the question marks are editable.**
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35 [[image:Formatting_on_Forms_-_Company_Setup3.jpg||alt="Formatting on Forms - Company Setup3.jpg" height="299" width="482"]]
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38 ====== After finalizing the account number set up, proceed by clicking **Next** until you are back on the form. From here, the following message will appear. Close out of the form and then reopen it to see the changes to the account number. ======
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41 [[image:Formatting_on_Forms_-_Company_Setup4.jpg||alt="Formatting on Forms - Company Setup4.jpg" height="154" width="400"]]
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45 == Related Pages: ==
46
47
48 === [[eFile Form Validation>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.eFile Form Validation.WebHome]] ===
49
50 ====== Read more about Form Validations, Warnings, and Errors. ======
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52
53 === [[Social Security Number Information>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Social Security Number Information.WebHome]] ===
54
55 ====== Learn about valid Social Security Numbers. ======
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57
58 === [[Replacing / Resubmitting an eFiling>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Replacing Resubmitting an eFiling.WebHome]] ===
59
60 ====== Learn how to replace and resubmit an eFiling. ======
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63 === [[eFiling Cutoff Dates>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.eFiling Cutoff Dates.WebHome]] ===
64
65 ====== Learn about Aatrix eFile's Cutoff Dates. ======
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67
68 === [[Incorrect Information on Forms>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Incorrect Information on Forms.WebHome]] ===
69
70 ====== Learn what is happening when incorrect information is populating on the form. ======