Client Master (Contacts)
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 Page
Information Returns Group
Enter the name of the contact responsible for information returns 1098, 1099, 3921, 3922, 5498 and W-2G.
Enter the telephone number to print on information returns 1095, 1098, 1099, 3921, 3922, 5498 and W-2G.
Print contact after telephone
The telephone number prints on information returns. The contact name, however, prints only on Form 1096. When this option is selected () the telephone and contact name will be printed as XXX-XXX-XXXX/CONTACT (e.g. 631-249-7744/John Smith).
Always print telephone number
If checked, the filer's telephone number prints on all Information Returns. Otherwise, pursuant to IRS instructions, it only prints on forms W-2G, 1095-B, 1095-C, 1098, 1098-C, 1098-E, 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-OID, 1099-PATR, 1099-Q, 1099-R and 1099-S.
W-3 Contact Information Group
Enter the name of the contact responsible for annual wage reports W-2, W-2C, W-3, W-3C.
Enter the telephone number for the contact.
The Copy button can be used to copy the Information Returns contact information.
ACA 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.
Payment 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.
Enter the PSE's telephone number, if different from the filer's phone. Otherwise, leave this field blank.
Enter the PSE's name, if different from the filer's name. Otherwise, leave this field blank.
E-Mail & Fax Information Group
Enter the email address to be printed on transmittals 1096 and W-3.
Enter the fax number to be printed on transmittals 1096 and W-3.