IRS Substitute State Report
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Overview of IRS13
The IRS Substitute State Report generates a hard copy (paper) report that can be sent to individual state Departments of Revenue. For states expecting/accepting this report, it replaces the individual forms for each state that might be required to report tax information to the state. These substitute reports are created in .pdf format. To generate the report:
- From the DDI Connect main menu, double-click IRS Reporting System
- Double-click Reports
- Double-click Substitute State Report. The parameters screen will launch:
You have the following fields available:
| Field | Description |
|---|---|
| Tax year | Enter the tax year that you are generating the report for |
| Form code | Type the form code or click the list icon to select from a list of forms configured in your system |
| Payer number | Type the payer number or click the list icon to select from a list of payers configured in your system |
| State | Type the state abbreviation or click the list icon to select from a list of state codes |
| AI code(s) | If you wish to filter the report by just those records having one or more AI codes, type the code or codes here, separated by commas. You can also click the list icon to select from a list of AI codes in the system |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
When you have finished entering the information, click Start. The system will display the pdf version of the report. Click below to view a sample of this report.
