Wiki source code of Preparer Functions

Last modified by Derek K on 2024/02/07 22:29
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1 ====== **Add Row/Column** ======
2
3 * Right-click on numbered row and choose to insert row. Then enter the number of rows you wish to enter.
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5 [[image:2018-12-07_8-39-28.png||height="1036" width="1916"]]
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7
8 * Right click on a column and choose to **Insert**. Then enter the **Column name** and a default value if desired.
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10 [[image:2018-12-07_8-43-42.png||height="1037" width="1919"]]
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12
13 * (((
14 ====== Edit and choose to **insert row or column**. ======
15 )))
16
17 ====== ** ** ======
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19 ====== **Remove Row/Column** ======
20
21 ====== ======
22
23 * Right-click on numbered row and choose to remove row
24 * A column can not be removed:
25 ** If there is an unnecessary state or local column, remove this item from the company setup by going to the **Edit** menu and choose **Company Info**.
26 ** If it is a column that was added and assigned. Unassign the column by clicking on the dropdown menu and select **Unassign**.
27
28 ====== **Link Box 12 & 14** ======
29
30 * Insert the column. Enter in the name of the column. The **Default Value** is optional. The new column will appear with a yellow header that says** Unassigned**. 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.
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32 [[image:2018-12-07_8-55-27.png||height="1031" width="1915"]]
33
34 ====== ** State and Local Tax Items** ======
35
36 ====== To access the Company Setup while in the Preparer, go to the **Edit** menu and choose **Company Info**. ======
37
38 * On the **State & Local Tax Items** screen is where you can **Add**, **Edit**, or **Remove** state and local tax items.
39
40 ====== //Notes~:// ======
41
42 * (((
43 ====== //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.// ======
44 )))
45 * (((
46 ====== //To change the format of a state account number, choose the "**...**" off to the right of the account number and select the appropriate format. // ======
47 )))
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49 [[image:XSL5iqI.png||alt="https://www.aatrix.com/files/6814/6049/4103/State_and_Local_Items.png" height="487" width="651"]]
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51 ====== [[image:bhMtjvM.png||alt="https://www.aatrix.com/files/6814/6049/4103/State_and_Local_Items.png" height="487" width="651"]] ======
52
53 ====== **Correct Company Information** ======
54
55 * To change the address, update the item in the Company Setup by going to **Edit** menu and choose **Company Info**. Change the company information on the **Company Information** screen.
56
57 ====== **Data Verification (W-2s)** ======
58
59 * (((
60 (((
61 ====== When an employee is exempt from any part of Medicare or Social Security taxes then this must be indicated on the **Data Verification** screen within the Company Setup. Once this is indicated as **Yes**, that fatal error message will now have an option to **Continue without Correcting**, making it a nonfatal error. ======
62 )))
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64 * (((
65 ====== If you wish to use control numbers on your W-2 forms, indicate **Yes** to have the **Employee ID** column display in the Preparer. ======
66 )))
67 * (((
68 ====== If employees have elected to receive only an electronic-only copy of their W-2, indicate **Yes** to have the **Electronic W-2** and **Email Address** columns appear in the Preparer. ======
69 )))
70 )))
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72 [[image:NL4yzO4.png||alt="https://www.aatrix.com/files/3914/6049/4272/data_verification.png" height="487" width="651"]]
73
74 **Note: If your electronic W-2 option is grayed out, this indicates that your payroll software is passing electronic only employees. **
75
76
77 **For Additional Functions :**
78
79 * [[Incorrect Data Populating into Preparer>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Incorrect Information on Forms.WebHome]]
80 * [[Merging>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Merging.WebHome]]
81 * [[Social Security Number Information>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Social Security Number Information.WebHome]]
82 * [[1099 Error Checking>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.1099 Error Checking.WebHome]]
83 * [[Foreign Employees>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.Foreign Employees.WebHome]]
84 * [[W-2 Error Checking>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.W-2 Error Checking.WebHome]]
85 * [[NJ Wage and Tax Formats>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.NJ Wage and Tax Formats.WebHome]]
86
87 ----
88
89 == Related Pages: ==
90
91
92 === [[Amount Due on State Reconciliation Returns>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.Amount Due on State Reconciliation Returns.WebHome]] ===
93
94 ====== Learn about amounts due during the W-2 and 1099 process on state reconciliation returns. ======
95
96
97 === [[eFile or Print Incomplete>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.eFile or Print Incomplete.WebHome]] ===
98
99 ====== Learn how to eFile or Print additional forms. ======
100
101
102 === [[W-2 eFiling Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.W-2 eFiling Process .WebHome]] ===
103
104 ====== Learn more about the W-2 e-Filing Process with the Aatrix W-2 Preparer. ======
105
106
107 === [[1099 eFiling Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.1099 eFiling Process.WebHome]] ===
108
109 ====== Learn more about the 1099 e-Filing Process with the Aatrix 1099 Preparer. ======
110
111
112 === [[Importing a CSV File>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Importing a CSF File.WebHome]] ===
113
114 ====== Learn about importing a CSV into the ACA Preparer. ======