Control Procedures

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The Tools menu includes a variety of control procedures designed specifically to manage a form's control indicators. Each control procedure can set (check) or clear (uncheck) a specific control indicator en masse. Control procedures  also allow for the creation of an optional range that can be used to restrict the procedure.

 

groupControl Procedures

 

The following control procedures apply to all forms:

 

Arrow Head Clear / Set Print Indicators

Arrow Head Clear / Set Efile Indicators

Arrow Head Clear / Set VOID Indicators

 

Form 1098, 1099, 3921, 3922, 5498 and W-2G control procedures:

 

Arrow Head Clear Corrected Indicators

Arrow Head Set Corrected (G) Indicators

Arrow Head Set Corrected (C) Indicators

Arrow Head Clear / Set 1096 Indicators

 

Form 1095-B, 1095-C control procedures:

 

Arrow Head Clear / Set 1094 Indicators

 

Form W-2 control procedures:

 

Arrow Head Clear / Set W-3 Indicators

 

Form W-2C control procedures:

 

Arrow Head Clear / Set W-3C Indicators

 

The following two scenarios illustrate the power and simplicity of control procedures.

 

Scenario 1: After printing more than 25,000 W-2 forms across multiple reporting states you realize that Iowa's State ID was incorrectly reported. You return to the State ID Page of Client Management and correct the State ID but are now faced with the task of reprinting only those W-2s with a reporting state of IA. 

 

Plan a Solution: Since all W-2s have been printed, the first step is to set each W-2's Printed indicator. Since all W-2s  are affected, a range is not required. The next step is to clear the printed indicator on each W-2 with a reporting state of IA. Since the reporting state is restricted to IA, it will be necessary to define a range. Finally, print the W-2 forms. Only those W-2s with a reporting state of IA will print.

 

Execute the Plan:

 

From the W-2 Tools menu, select Set Print Indicators.
Since all forms will be affected, a range is not required. So, click Begin.
Click Yes to proceed.

 

When done, the Printed indicator will be checked on each W-2 form.

 

From the W-2 Tools menu, select Clear Print Indicators.
Select Reporting State #1 from the list of available filters.
Click Retrieve to populate the list with available reporting states.
Click IA.
Click From to define the start of the range.
Click To to define the end of the range.
Click Begin to verify the range and proceed.

 

When done, the Printed indicator will be unchecked on each W-2 form having a Reporting State #1 of IA. Since W-2 forms allow for the possibility of two reporting states, you should repeat the second part of the above solution for Reporting State #2 as well.

 

Create Range

Clear Print Indicators - Create Range Dialog

 

Scenario 2: After printing and e-filing all of your 1099-MISC returns you realize that you inadvertently forgot a few. You are now faced with the task of entering, printing and e-filing the missing returns.

 

Plan a Solution: Since the previously entered 1099-MISC forms have been printed and e-filed, you need to set each form's Printed indicator and clear each form's Efile indicator. Once done, you can enter, print and e-file the missing returns as usual.

 

Execute the Plan:

 

From the 1099-MISC Tools menu, select Set Print Indicators.
Since all forms will be affected, a range is not required. So, click Begin.
Click Yes to proceed.

 

When done, the Printed indicator will be checked on each 1099-MISC form.

 

From the 1099-MISC Tools menu, select Clear Efile Indicators.
Since all forms will be affected, a range is not required. So, click Begin.
Click Yes to proceed.

 

When done, the Efile indicator will be unchecked on each 1099-MISC form.

 

You can now enter, print and e-file the missing returns as usual.