CLIENT Client Master (State Identification)

General - Corporate - Contacts - W-2 Setup - 1098 Setup

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Account Ability uses the state identification numbers entered on this page when preparing state specific Information Returns and Annual Wage Reports.

 

Client Master State ID

Client Master - State ID Page

 

groupAdd a New State ID

 

•Select a state from the State drop down list.
•Enter the filer's state id in the State ID Number box.
•Check the Tax box if wages are taxable in the selected state.
•Click the Save button.
•Repeat the above steps for each applicable state.

 

note Notes

 

•Iowa Employers - Enter your 8 digit Iowa Business eFile Number (BEN), if applicable.
•New Jersey Family Leave Insurance - Use State = 99.
•If a master password has been set, you will be prompted to enter it.

 

groupEdit a State ID

 

•Double-click the state to be edited in the State Identification Numbers grid.
•Enter changes to the state id number in the State ID Number box.
•Check the Tax box if wages are taxable in the selected state.
•Click the Save button.

 

note Note

 

•Iowa Employers - To edit your 8 digit BEN, double-click the state of IA.

 

groupDelete a State ID

 

•Click once on the state to be deleted in the State Identification Numbers grid.
•Click the Delete button.