Difference between revisions of "IRS State Setup"
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=='''Overview of IRS09'''== | =='''Overview of IRS09'''== | ||
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| + | If you are participating in the combined filing, you must configure the states within the IRS system. Please note that not all states participate in the Federal/State e-File program. A list of participating states can be found [http://www.irs.gov/efile/article/0,,id=130678,00.html here]. For the states that are not participating, enter a code of 00. The states that do participate each have a filing code. The IRS State codes should have been configured for your system by DDI, but if not, the process for setting up states is: | ||
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| + | * From the DDI Connect main menu, double-click IRS Reporting System | ||
| + | * Double-click Setup | ||
| + | * Double-click State Setup. You will see a screen similar to this one: | ||
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| + | [[File:IRS State Setup 1.png]] | ||
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| + | To add a new state, click the New button on the toolbar. The fields will now activate for editing: | ||
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| + | [[File:IRS State Setup 2.png]] | ||
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| + | You have the following fields available: | ||
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| + | {| class="wikitable" | ||
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| + | ! '''Field''' !! '''Description''' | ||
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| + | | '''State''' || Type the state abbreviation or click the list icon to select from a list of [[State Codes Maintenance|state codes]] | ||
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| + | | '''State name''' || Type the full state name | ||
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| + | | '''Filing code''' || Enter the state's IRS filing code. This code is found in [http://www.irs.gov/pub/irs-pdf/p1220.pdf publication 1220] from the IRS, typically in Table 1 (Participating States and their codes) | ||
| + | |} | ||
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| + | When you have finished entering the information, click Save to retain the new state. | ||
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[[Category:IRS Reporting System]] | [[Category:IRS Reporting System]] | ||
Latest revision as of 17:39, 28 March 2012
Overview of IRS09
If you are participating in the combined filing, you must configure the states within the IRS system. Please note that not all states participate in the Federal/State e-File program. A list of participating states can be found here. For the states that are not participating, enter a code of 00. The states that do participate each have a filing code. The IRS State codes should have been configured for your system by DDI, but if not, the process for setting up states is:
- From the DDI Connect main menu, double-click IRS Reporting System
- Double-click Setup
- Double-click State Setup. You will see a screen similar to this one:
To add a new state, click the New button on the toolbar. The fields will now activate for editing:
You have the following fields available:
| Field | Description |
|---|---|
| State | Type the state abbreviation or click the list icon to select from a list of state codes |
| State name | Type the full state name |
| Filing code | Enter the state's IRS filing code. This code is found in publication 1220 from the IRS, typically in Table 1 (Participating States and their codes) |
When you have finished entering the information, click Save to retain the new state.
