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Tips Knowledge Base |
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Topics for the search '2010' |
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Tips |
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| Using the 2009 version of Account Ability to print 2010 tax forms. |
If you need to print 2010 forms prior to the 2010 release of Account Ability (generally November of each year), IDMS provides free 2010 overlays to all licensed users of Account Ability. These overlays, which will work only with the 2009 version of Account Ability (Version 18), currently include forms
1098-C, 1099-S, 1099-MISC, W-2G
You will find these overlays on our website in folder
http://idmsinc.com/download/overlays/
In this folder, look for the following archives:
GDIFORMS2009_V18.zip
GDIFORMS2010_V18.zip
In order to install the 2010 overlays,
a) Make sure Account Ability is not active on any user workstation.
b) Extract the contents of GDIFORMS2010_V18.zip to the \FORMS\2009\ folder located within the Account Ability 2009 installation folder. You will want to overwrite all files when prompted.
Start Account Ability and try printing some of your 2010 returns to ensure proper installation.
NOTES:
1) These overlays will only work with Account Ability's Windows GDI Printer Configuration (see Account Ability's Preferences menu).
2) If you need to reprint 2009 returns, perform steps (a) and (b) above for the archive GDIFORMS2009_V18.zip
3) Overlays for prior year versions of Account Ability are also available (e.g. _V17 for use with the 2008 version, etc.).
4) In order to ensure compliance for the current reporting year, you will need to purchase the current version of Account Ability. |
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| How to enter 2010 returns using the 2009 version of Account Ability. |
Many of our users have asked if they can begin entering their 2010 returns using the 2009 version of Account Ability. Fortunately, the answer is yes!
Here's the procedure:
You can use the 2009 version to begin entering your 2010 returns today!
Here's the procedure:
a) Start the 2009 version of Account Ability.
b) Open the 'Client (Filer) Management' module.
c) Click once on the client to be used.
d) Select 'Copy...' from the Client Task Bar.
e) Answer 'NO' to the Correction Client prompt.
f) Enter a 'Client ID' to be used for reporting year 2010.
g) Leave the 'Reporting Year' as 2009.
h) Click OK.
You can now begin entering your 2010 returns for the client you just created. When you receive the 2010 version, simply roll-forward these returns without initializing for a new calendar year. You will then be able to print and efile your returns pursuant to the latest IRS and SSA specifications.
NOTE: All licensed users of Account Ability will be notified of the 2010 release during the month of September, 2010, via first class mail. This notification will contain a summary of changes, enhancements, and a 2010 order form. |
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