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Showing posts from October, 2017

18. The Case of the Corrected Form

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PREVIOUSLY: THE CASE OF THE GENERATED REPORT

Walter uncovered a number of reports in the Reports tab of his Tax1099 account. Walter planned to generate a Submissions Report and a Forms Delivery Report. There were many other reports to choose from. Walter knew that, if he needed an overview of his filing process, he'd be able to generate a report. Many of these reports would open Excel spreadsheets.

Walter also learned that the IRS doesn't require the summary 1096 when forms are efiled. Tax1099 still makes this report available for those who want it for their records. The report is not sent to the IRS, though.

THIS WEEK

Walter hated to think of the possibility of having to correct forms. But, he needed to know if Tax1099 would cover his needs if that eventuality presented itself. So, he sat down at his computer, navigated to Tax1099, and opened a chat window.

"Can you please tell me about corrected forms? Do you offer efiling?"
"Yes! We will efile corrected forms…

17. The Case of the Generated Report

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PREVIOUSLY: THE CASE OF THE STATUS CHECK

Walter discovered a few ways of checking the status on his submitted forms. He could check the status of his forms directly from Tax1099's dashboard. He could also choose to enter his forms' reference number, if he clicked on "Check on Status" under "What would you like to do." Lastly, he could visit Forms > Manage Forms, and view the status as listed in the table.

With all these methods of checking the status of his forms, Walter felt at his ease. He could now move on to bigger and better things: generating reports.

THIS WEEK

After grabbing a cup of coffee and a fresh-baked bagel, Walter walked into his office. He settled in to the desk chair in front of his computer. He was on a mission to learn about the reports he could generate with Tax1099. Clicking the Reports expansion on Tax1099's left sidebar, he saw a list of reports. He decided to go one by one, and to make notes as he went along.
Payer Report: Cust…