System Options
Prior to inputting, you should review the numerous system options that are available. These options are accessed under (File/System Options) or by pressing the Alt-F10 key. Some of these can be real timesavers. Here you can also set certain preferences specific to you.
General Defaults:
Default TIN type
This determines the TIN type choice whenever a new form record is added. Please see the section "Items to be aware of" for an explanation of the various TIN types that can be used.
Default screen entry method:
This is the type of entry screen that will be accessed from the one-click selections on the main toolbar. It also determines the type of screen used for adding/editing records in Tree mode. The Classic Screen Layout is a no frills screen layout designed for fast data entry. Fields are logically organized and cleanly laid out. The Interactive Form Image is a replica of the form.
Field Movement:
Normally a user moves from field to field in a windows program by using the Tab and BackTab keys. Pressing the ENTER executes the highlighted field or button. If you wish the program to behave more like a DOS application, change this option so field movement is accomplished by pressing the ENTER key.
Activate Audit Trail:
When activated, all changes to form records are logged with the old value and the new value. Under the Utilities menu, you can view the log and perform rollbacks.
Display To-do manager at startup:
The To-do manager will be displayed upon starting up the program. This system will track tasks. You can keep notes with a due date and assign them to a client.
Run Backup upon exiting program:
If enabled, the program will prompt you to perform a backup each time you exit the program.
Use Sticky Payor Feature:
When Sticky Payor is enabled, every time a browse list of payors is displayed, the highlight will always start at the last payor worked on.
Wallpaper:
The background on the main window can be set to any graphic. We have provided some samples for you but you are welcome to use whatever you want. You may have to play around with whether or not the image is to be tiled or stretched.
Record Handling:
Batch method for inserting records - When entering records in the form the program can behave one of 3 ways:
After adding a record, clear out the existing data and leave the entry form on the screen to add a new record.
Same as above; however, ask the user for confirmation to add the record.
After adding the record, return to the originating browse table showing the forms for that payor.
Form Entry Options:
Form W-2:
Use Box 14 for NJ SDI - If entering records where the W-2 resident state is New Jersey you may elect to have the SDI/SUI computed automatically and placed in Box 14
Use Box 14 for CA SDI - If entering records where the W-2 resident state is California you may elect to have the SDI computed automatically and placed in Box 14.
Protect FICA / Medicare withheld - You may lock in the FICA calculation while adding new records and prevent it from being overridden.
Auto skip to FWT after Gross - The program will automatically skip to the FWT field after entering Gross Wages.
Always Auto Initialize Local Wages - You may elect to have the Gross Wages automatically carried over to the field for Local Wages. Please note that this is not necessary for New York City and Philadelphia since we do it automatically based on zip code.
Plug FWT for FICA calculated difference - The program will compare the FICA entered to the actual FICA computed and alert you if there is a difference. You will then have the option to place the difference into the FWT field.
Form 1099-MISC:
Auto skip to non-employee compensation - If enabled, the cursor will automatically move to the field for non-employee compensation after the user enters the recipient information.
All Forms
Auto skip over Recipient Name and Address - If enabled, the cursor will automatically move to the first numeric field on a form and bypass the fields for the recipient's name and address after the ID # has been entered.
Use the following fields:
Use Control # field - If this option is set to yes then a field to hold a control # will be made available when entering a form transaction. Use of this field is optional. It may be used for tracking multiple forms issued to the same recipient, as a means of sorting when generating reports (reports may be sorted in control # order), or as an internal identification tag
Use a reporting code - If this option is set to "Yes" then during form input a field will be provided to hold a 2 character reporting code. A reporting code is useful to specifically identify records within a payor. When it is time to print the program will ask if you wish to select a reporting code or ignore it. If one is selected then only those records that have been tagged as belonging to that reporting code will be printed.
Address Defaults:
Each option can be individually enabled. Whenever new employee / recipients are added, the associated field will pull from the enabled default value.
Printing:
Never print date on W-3/1096 Transmittals
Suppresses printing of dates at the bottom of these forms.
Suppress printing of Payor contact and Tel # on forms
Prevents the payor contact name and their telephone number from printing on form output.
Do not print number of shares on Form 1098
The number of shares for a co-op unit will not be printed.
Use Payor Alternate address feature
For Form W-2 only. There is a separate table where you can store an alternate address for a payor. When entered a form for a payor, if you put the code of that alternate address into the control # field, then the alternate address will override the standard address for the payor.
Default times to execute preprinted form printout
This feature is for preprinted forms output only. The print process will be automatically repeated based on this number.
Defaults - do not print commas on:
You can specify which forms will not have commas printed on them:
Pre-printed forms
Laser engine forms
Transmittals
940/941/943
Form Preview mode
Always prompt to preview - Whenever printing any report a message box will appear asking you if you want to preview the report. Saying Yes will send output to the screen. Saying No will send the report to the printer.
No prompt, show checkbox on screen, always default to ON - In the dialogue box for printing, a checkbox will appear in the lower right where you can indicate if you want commas to print. This box will always default to ON, but you can override it.
No prompt, show checkbox on screen, always default to OFF - Same as above but the box for printing commas will default to OFF. You can override this value.
No prompt, show checkbox on screen, maintain last setting used - Same as above but the box for printing commas will be whatever the last setting used was. You can override this value.