Electronic Reporting Options
1098, 1099, 3921, 3922, 5498, W-2G
In addition to creating/appending an IRSTAX transmittal file, the Electronic Reporting Options for information returns provides functionality to Edit Transmitter and Correspondence information, specify a new destination folder for the IRSTAX transmittal file, create Test files, and exclude specific states and/or foreign entities.
Many states will accept IRS Pub. 1220 transmittals. If your state is among the list, you can use this dialog to create a state specific transmittal to be transmitted directly to your state's Dept. of Revenue (see the section on Specific State Reporting below).
1098, 1099, 3921, 3922, 5498, W-2G Electronic Reporting
Specific State Reporting
Many states will accept IRS Pub. 1220 transmittals. If yours is among the list, you can use this dialog to create a state specific transmittal to be transmitted directly to your state's Dept. of Revenue. It is essential that each reporting state's State ID is properly recorded in the client's State ID table. Refer to your state's Dept. of Revenue procedures for proper formatting of State ID numbers. For your convenience, Dept. of Revenue links are available on www.IDMSInc.com (see Resources).
In order to create a state specific transmittal, right-click directly on the state in the States to Exclude check list. From the popup menu, select "XX" State Reporting, where XX is the desired state. In the illustration below, specific state reporting is desired for the state of Maryland ("MD").
Specific State Reporting (Maryland)
Account Ability will check (exclude) all states in the list, with the exception of "XX". Click the OK button to prepare the desired transmittal. Unlike IRS transmittals, which are named IRSTAX, state specific transmittals are named IRSTAX_CLIENTID_FORMID_XX.TXT, where CLIENTID is the selected client's Client ID, FORMID is the form being reported, and XX is the reporting state.