Difference between revisions of "IRS Reporting Box Setup"

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Click the New icon on the toolbar. The box fields now activate:
 
Click the New icon on the toolbar. The box fields now activate:
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[[File:IRS Boxes 4.png]]
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Enter the box number and the box label. Click the checkbox to indicate that the box is active:
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Revision as of 17:01, 24 February 2012

Overview

In order to properly report the necessary 1099 forms, you must set up the boxes for each form. To set up the IRS form boxes:


  • From the DDI Connect main menu, double-click IRS Reporting System
  • Double-click Setup
  • Double-click Boxes Setup. You will see this screen:


IRS Boxes 1.png


Click the list icon to display a list of forms set up within the IRS Reporting System:


IRS Boxes 2.png


Select the form you wish to work with. You will now see the Box Setup screen:


IRS Boxes 3.png


Click the New icon on the toolbar. The box fields now activate:


IRS Boxes 4.png


Enter the box number and the box label. Click the checkbox to indicate that the box is active: