CLIENT Client Master (Contacts)

General - Corporate - State ID - W-2 Setup - 1098 Setup

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Account Ability uses information entered on the Contacts page when processing information returns, annual wage reports, ACA forms and transmittals 1096, W-3, and 1094.

 

Client Master Contacts

Client Master - Contacts Page

 

groupInformation Returns Group

 

bullet_boxContact

Enter the name of the contact responsible for information returns 1098, 1099, 3921, 3922, 5498 and W-2G.

 

bullet_boxPhone

Enter the telephone number to print on information returns 1095, 1098, 1099, 3921, 3922, 5498 and W-2G.

 

note Notes

 

•Filers of Form 1098-T must use the telephone number for the information contact at the institution, not the institution's general telephone number.
•Filers of Form 1099-C should ensure that the Creditor's telephone number is a central number for all canceled debts at which a person may be reached who will insure the debtor is connected with the correct department.

 

bullet_boxPrint contact after telephone

The telephone number prints on information returns. The contact name, however, prints only on Form 1096. When this option is selected (Check) the telephone and contact name will be printed as XXX-XXX-XXXX/CONTACT (e.g. 631-249-7744/John Smith).

 

bullet_boxAlways print telephone number

If checked, the filer's telephone number prints on all Information Returns. Otherwise, pursuant to IRS instructions, it will only print on forms W-2G, 1095-B, 1095-C, 1098, 1098-C, 1098-E, 1098-F, 1098-Q, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, and 1099-SA.

 

groupW-3 Contact Information Group

 

bullet_boxContact

Enter the name of the contact responsible for annual wage reports W-2, W-2C, W-3, W-3C.

 

bullet_boxPhone

Enter the telephone number for the contact.

 

tip The Copy button can be used to copy the Information Returns contact information.

 

groupACA Contact Group (Applies to Forms 1094-B, 1094-C)

 

The ACA contact (First name, Middle initial, Last name, Suffix) and telephone applies to ACA forms 1094-B and 1094-C.

 

groupPayment Settlement Entity Information Group

 

If the filer is an Electronic Payment Facilitator (EPF) or Third Party Payer (TPP) of merchant card and third party network payments, enter a default Payment Settlement Entity (PSE) name and telephone number. The default PSE is automatically assigned to each payee's account, unless overridden.

 

bullet_boxPhone

Enter the PSE's telephone number, if different from the filer's phone. Otherwise, leave this field blank.

 

bullet_boxName

Enter the PSE's name, if different from the filer's name. Otherwise, leave this field blank.

 

note Notes

 

•Payment Settlement Entity information is specific to filer's of Form 1099-K.
•For more information, see IRS Instructions for Form 1099-K.

 

groupE-Mail & Fax Information Group

 

bullet_boxE-Mail

Enter the email address to be printed on transmittals 1096 and W-3.

 

bullet_boxFax

Enter the fax number to be printed on transmittals 1096 and W-3.