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Quick Tour |
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| Setup the Client (Filer) Master File |
Account
Ability uses the information entered on the Contacts
page when printing Information Returns (1099, 1098, 5498, W2G) and transmittals
1096 and W3. |
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Information
entered on the General page is automatically
retrieved and printed on all Information Returns (1099, 1098, 5498, W2G)
and Annual Wage Reports (W2, W2C).
The Corporate page can be used to identify
the entity associated with the Taxpayer ID, if different than the filer
information entered on the General page.
State identification numbers are entered on the State
ID page.
Employers must indicate their employer type, taxing jurisdiction, agent
information, third-party sick pay information, and additional employer
information on the W-2 Setup page.
The 1098 Setup page should be used by
those interested in apportioning mortgage interest, real estate taxes,
and amortization among shareholders in a cooperative. |
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