| Introduction |
| Installation |
| The User Interface |
 | The Desktop |
| The Main Menu |
| The Status Bar |
| The Recipient Toolbar |
| Contextual Help |
| Setup |
| EFILE Setup |
| Transmitter Information |
| Submitter Information |
| Integrated Browser |
| Database Setup |
| Moving the Database |
| Database Reallocation |
| Prior Year Database |
| Preferences |
| Desktop |
| Focus Colors |
| Printer Configurations |
| Printers |
| Laser, GDI Offsets |
| US Postal Services |
| Client (Filer) Management |
| Client Master Record |
| General Page |
| Corporate Page |
| Contacts Page |
| State ID Page |
| W-2 Setup Page |
| 1098 Setup Page |
| Client Maintenance |
| Adding Clients |
| Editing Clients |
| Deleting Clients |
| Copying Clients |
| Active Forms List |
| Client Notes |
| Active Users |
| "Master" Password |
| Importing & Exporting Clients |
| Rolling Forward Clients |
| Importing Text Files |
| Exporting the Client Register |
| Client Reports |
| Activity Report |
| Client Master List |
| Recipient Master List |
| Employee Master List |
| Extension of Time to File |
| Working with Tax Forms |
| Opening a Tax Form |
| Setting Tab Stops |
| The Recipient Menu |
| Common Tasks |
| Adding Returns |
| Browsing Returns |
| Locating Returns |
| Editing Returns |
| Sorting Returns |
| Deleting Returns |
| User Information |
| Control Totals |
| Importing & Exporting |
| Importing Text Files |
| Selecting an Import File |
| The Filtering Option Dialog |
| The Rollup Option Dialog |
| Multiple Import Session Strategy |
| Importing IRS Transmittals |
| Importing SSA Transmittals |
| Roll Forward Prior Year |
| Import Another Client's Returns |
| Exporting Returns |
| Reports |
| Control Report |
| Register Listing |
| Missing TIN Register |
| TIN Matching Error Register |
| State & Local Wage Report |
| Security |
| Setting Passwords |
| Clearing Passwords |
| Locking/Unlocking Forms |
| Printing Forms |
| Print Options |
| PCL Print Options |
| Dot Matrix Print Options |
| GDI Print Options |
| Printing to PDF Files |
| PDF Output Options |
| Specific Tasks |
| 1094-C ALE Group Members |
| 1094-C DGE Information |
| 1095-B Sponsor Management |
| 1098 Apportionment |
| 1098-T Instructions |
| 1099-MISC Customization |
| 1099-R Instructions |
| W-2 Compute FICA |
| Third-Party Sick Pay Reporting |
| The Tools Menu |
| Control Procedures |
| Print Window |
| Kill This File |
| Filtering |
| IRS TIN Matching |
| Registration - IRS e-Services |
| How to Create a BULKTIN Transmittal |
| Submitting and Renaming Transmittals |
| Response File Processing |
| How to Create a Missing TIN Response File |
| Electronic Reporting |
| Electronic Reporting Options |
| 1098, 1099, 3921, 3922, 5498, W-2G |
| Annual Wage Reports (W-2) |
| State Wage Reporting (W-2) |
| Annual Wage Reports (W-2C) |
| Submitting and Renaming Transmittals |
| ACA Returns 1094/1095 |
| Simple EFILE Instructions |
| IRS FIRE (Information Returns) |
| SSA BSO (Annual Wage Reports) |
| IRS AIR (ACA 1094/1095) |
| Correction Processing |
| Correcting Information Returns |
| Correcting Annual Wage Reports |
| Backup & Restore Utility |
| Backup Utility |
| Restore Utility |
| IRS FIRE and SSA BSO |
| The IRS FIRE System |
| SSA Business Services Online (BSO) |
| Technical Support |
 | Frequently Asked Questions |
| Tips Knowledge Base |
| Appendix A - File Schema |
| Client Master File |
| Sponsor File Schema |
| ALE Group Members |
| 1094-C Import File Schema |
| 1095-B Import File Schema |
| 1095-B CI Import File Schema |
| 1095-C Import File Schema |
| 1095-C CI Import File Schema |
| 1098 Import File Schema |
| 1098-C Import File Schema |
| 1098-E Import File Schema |
| 1098-F Import File Schema |
| 1098-T Import File Schema |
| 1099-A Import File Schema |
| 1099-B Import File Schema |
| 1099-C Import File Schema |
| 1099-CAP Import File Schema |
| 1099-DIV Import File Schema |
| 1099-G Import File Schema |
| 1099-INT Import File Schema |
| 1099-K Import File Schema |
| 1099-LTC Import File Schema |
| 1099-MISC Import File Schema |
| 1099-NEC Import File Schema |
| 1099-OID Import File Schema |
| 1099-PATR Import File Schema |
| 1099-Q Import File Schema |
| 1099-R Import File Schema |
| 1099-S Import File Schema |
| 1099-SA Import File Schema |
| 3921 Import File Schema |
| 3922 Import File Schema |
| 5498 Import File Schema |
| 5498-ESA Import File Schema |
| 5498-SA Import File Schema |
| W-2 Import File Schema |
| W-2C Import File Schema |
| W-2G Import File Schema |
| Appendix B - Troubleshooting |
| Display Issues |
| Currency Amounts Truncating |
| IRS FIRE Connection Error |
| Moving Account Ability |
| Remove Filers from a Transmittal |
| Extension of Time Transmittal |
© 2020 IDMS, All rights reserved.