Payroll - Copy/Remove/Install 94X Configuration

 

Function

This task allows you to copy the entire 94X configuration from firm to firm, year to year, remove the entire 94X configuration for an individual firm for a given year, and to Install new Tax year 94X forms and definitions from a downloaded update file.


=> To access this task...

Select Employer Returns Processing from the Periodic Processing menu, then select Copy/Remove/Install 94X Configuration.


Copy/Install/Remove 94X Configuration


About the Fields


In the Copy/Remove/Install radio button field...

  • Choose the Copy option to copy a 94X configuration from one firm to another.

  • Choose the Remove option to remove a 94X configuration.

  • Choose the Install from Update option to install an update from a downloaded file.

In the From Firm field...

This field is active when you select the Copy or Remove Option in the previous field.

  • Select the firm from which the 94X configuration is to be copied or removed from.

In the Destination Firm field...

This field is accessible when you select the Copy Option in the previous field.

  • Select the firm to which the 94X configuration is to be copied to.

In the From Year field...

This field is active when you select the Copy or Remove Option in the previous field.

  • Enter the Tax Year from which the 94X configuration is to be copied or removed from.

In the Destination Year field...

This field is accessible when you select the Copy Option in the previous field.

  • Enter the Tax Year to which the 94X configuration is to be copied to.

In the Xml File Path field...

This field is accessible when you select the Install from Update in the previous field.

  • Type in the file that contains the 94X Updates for the Year.

  • Click to browse for it.

The Update File contains Tax Year Information, and will be installed into the firm that you are currently working in.


When done making selections...

  • Click the to process the requested action.  

The Copy operation will show progress in the Notification Section and will return you to the Payroll Employer Returns Processing Menu.


The Remove operation will show progress in the Notification Section and will return you to the Payroll Employer Returns Processing Menu.

 


 The Install Update operation will indicate Completion.



This Update process will not overwrite definitions that you may have already created in the 94X Box Definition. If such data already exists, and you wish to overwrite it, then you must first perform the Remove Option for that Firm and Year.

 

The 94X Form Images (contained in PRC-W2_IMAGES) used for producing the 94X Printing Function, will be overwritten in this process, they are specific to a tax year, and contain a tax year identification, but are otherwise shared within all firms.



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