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Tips Knowledge Base |
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Topics in 'Data Entry' |
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Tips |
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| How to repeat a recipient's name, address, and taxpayer id without having to retype it? |
After typing in the first 1099, you can repeat the recipient's name, address, and taxpayer id on subsequent returns by double-clicking the Recipient ID Number field. This will activate Account Ability's Taxpayer Lookup Dialog. Selecting a recipient from this dialog automatically populates the name, address, and taxpayer id fields.
FYI: For more information on the Taxpayer Lookup Dialog refer to the section
Working with Tax Forms -> Common Tasks -> Adding Returns
in the Tax Form Preparation User Manual located on Account Ability's 'Help' menu. |
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| How to enter 2022 returns using the 2021 version of Account Ability. |
a) Start the 2021 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 2022.
g) Leave the 'Reporting Year' as 2021.
h) Click OK.
You can now begin entering the selected client's 2022 returns. |
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