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Recipients List 41
5.12
Tagging Recipients
Tagging Recipients
1099 Pro allows you to manually tag (select) records for inclusion in a print session.
Tagging Records
1.
On the
task panel select the Forms & Printing tab and the Print Tax Forms icon. Use the Selected
Form drop down menu to select the form type to process.
2.
At the Printing Tax Forms screen choose the "Manually select forms..." option.
3.
Click the "Begin Print Process" button.
4.
At the Selecting Form Records screen click the "Tag" button to select records. A red checkmark appears beside each tagged record. (See Tag Key Shortcuts below.)
To sort records prior to tagging, use the View or
5.
After tagging all records, click "Proceed to Next Step" to initiate the
Tag Key Shortcuts
Tag: Use this button (or ALT + T) to tag individual records.
Tag All: Use this button (or ALT + A) to tag all records.
Untag: Use this button (or ALT + U) to untag an individual record.
Untag All: Use this button to untag all records.
Flip: Use this button (or ALT + F) to reverse the tag status of an individual record.
Flip All: Use this button (or ALT + L) to reverse the tag status of all records. For example, if you have
3 records and only one record is tagged, the Flip All button will tag the two previously untagged records and untag the original record.
Prev Tag: Use this button (or ALT + P) to scroll backwards through tagged records.
Next Tag: Use this button (or ALT + N) to scroll forwards through tagged records.
6 Helpful Hints
6.1
Adobe Acrobat
Adobe Acrobat
Use Acrobat Reader to open/view a PDF file. Download Acrobat Reader for free at ADOBE's website .
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6.2
Alternative import layout
Alternative Import Layout
Standard Import vs. Alternative Import Layout
The standard import layout (as used in the sample import files) provides distinct City, State and Zip fields. The alternative import layout makes use of a single Combined City/ST/Zip field. Use one or the other layout in your import file.
See Sample Import Files
6.3
Canadian postal code rules
Canadian Postal Code Rules
Must be 7 characters
Character 4 must be a blank
Format is letter-number-letter, a space, then number-letter-number
For the first letter (position 1), only these letters are acceptable: ABCEGHJKLMNPRSTVXY
For the letters in positions 3 and 6, these letters are acceptable (adds W and Z):
ABCEGHJKLMNPRSTVWXYZ
Valid example is
C3H 4W9
6.4
Compliance Seminars
Compliance Seminars
For information about 1099 Pro sponsored seminars and conferences, visit our web site at http:// www.1099 Pro.com/servTrainingSeminars.asp
for more information.
6.5
Form Status Values
Form Status Values
1. Form Status values
Standard tax form record status equates
NOTE: These values *CANNOT* be changed once a product is in the field.
Original record (range: 0 - 10)
ePending Equate(0) ePrinted Equate(1) ePrintedVoided Equate(2) ePrintedFiled1096 Equate(3) ePrintedFiledMag Equate(4) ePrintedUploaded Equate(5) eFiledMag Equate(6) Filed without printing eUploaded Equate(7) Uploaded without printing
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Helpful Hints 43
'Corrected' Original with blanked amounts (range: 10 - 19)
eCorrectedPending Equate(10) eCorrectedPrinted Equate(11) eCorrectedPrintedVoided Equate(12) eCorrectedPrintedFiled1096 Equate(13) eCorrectedPrintedFiledMag Equate(14) eCorrectedPrintedUploaded Equate(15) eCorrectedFiledMag Equate(16) eCorrectedUploaded Equate(17)
Correction record (range: 20 - 29)
eCorrectionPending Equate(20) eCorrectionPrinted Equate(21) eCorrectionPrintedVoided Equate(22) eCorrectionPrintedFiled1096 Equate(23) eCorrectionPrintedFiledMag Equate(24) eCorrectionPrintedUploaded Equate(25) eCorrectionFiledMag Equate(26) eCorrectionUploaded Equate(27)
2. Voided Form
This one should already appear in the QW as a checkbox.
3. Correction Type
This is internal to the program.
4. Error Status
We ship with queries for these already.
0 = No errors
1 = Warnings
2 = Errors
3 = Warnings + Errors
4 = Fatal/major Error
6.6
Map by Name Import
Map By Name Import
Map By Name Import Method
Use if your import file incorporates header records from one of our sample import files. Simply click the
"Map By Name" button and the fields automatically assign themselves.
For more information see the Import Wizard and Map By Name topics.
6.7
Master Audit Trail Browser
Master Audit Trail Browser
The Master Audit Trail Browser is available only to Administrators or Users with administrative access rights. The Master Audit Trail Browser offers greater functionality than the Record History screen
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including the ability to view all records and make changes directly to records.
See
6.8
Master Tax Form
Master Tax Form
Master Tax Form
In terms of Aggregating data, the master tax form is considered to be the first tax form entered at the top of the transactions list.
6.9
Menu bar
Menu Bar
The menu bar is a traditional navigational tool located at the top of the 1099 Pro screen. For example, use ALT + R to access "Reports".
6.10
Online Help Tutorials
Online Help Tutorials
Online Help Tutorials
Video tutorials are available to view for free at http://www.1099pro.com/videos.asp
6.11
Online knowledge base
Online Knowledge Base
Provides a searchable database of over 200 solutions for all 1099 Pro, Inc. software products. Access the Knowledge Base at http://www.1099pro.com/support.asp
.
6.12
Protected Forms
Protected Forms
Records with a Printed, Filed or Void print status are "protected" from changes or edits. Use the
Protected Form Update Options screen to access these records.
Listed below are the protected statuses and a description of the available update options for that same status:
Printed
View the form, reset the form to pending print status, void the form or reprint the form
(Records that were imported with a printed status cannot be void, reset or delete.
The entire import session must be
.)
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Helpful Hints 45
Voided
View the form, unvoid the form or reprint the form
Filed 1096
View the form, reprint the form or create corrections.
Filed
View the form, reprint the form or create corrections.
SB Print + Mail
This status indicates that an upload file has been generated and marked with a request for the Service Bureau to print and mail your forms to your recipients.
SB Filing
This status indicates that an upload file has been generated and you have elected the Service Bureau to file your forms to the IRS
SB Print + File
This status indicates that an upload file has been generated and you have elected for the Service Bureau to Print & Mail to your recipients, then File your forms to the IRS.
Corrected/Pend & Corr/File
View the original or corrected form, reprint the original or corrected form.
To access the Protected Form Update Options screen
At the "Work with My Tax Forms" screen highlight any record with any print status except pending.
Click the "Change" button.
To Create Corrections
Refer to
Create Corrections - A Tutorial
6.13
Registration code
Registration Code
A registration code (activation code) is provided upon proof of payment. Registration codes are 14 alpha/ numeric characters (e.g., R91234567XXXSE). The algorithm of your registration code indicates the edition, user license and number of transactions purchased.
See
6.14
Toolbar
Toolbar
The toolbar provides quick access to common tasks.
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6.15
Welcome Wizard
W elcome W izard
Upon first entering 1099 Pro 2014, the Welcome Wizard walks you through creating your first filer and activating optional security features.
6.16
eFile Archiving
eFile Archiving
The features contained within this section are available exclusively to users of the Corporate Suite edition of our software.
During Electronic File (Mag Media – State and Quarterly) creation in the Electronic Filing link, there is an option to “Archive a copy of this file”. Checking the “Archive a copy of this file” box creates an archived
Electronic File in the 1099 Pro database. If an Electronic File is created and the “Archive a copy of this file” box is checked, the file can be resent if your files have been lost or corrupted.
If you need to retrieve your archived data:
Click on "Electronic Filing" in the "Filing & Corrections" section of your task bar.
Highlight the eFile session
Click on "Retrieve Archived File" at the bottom of the screen.
Copyright 1099 Pro® 2014
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