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Quick Tour |
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| Setup the Client (Filer) Master File |
Account Ability uses identification numbers entered on the State
ID page when preparing state specific 1099 returns and wage reports.
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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.
The Contacts page identifies those people
in charge of 1099 and W2 processing.
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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