IRS Transmitter Setup

Overview of IRS08

In order to set up a transmitter ID in the IRS Reporting System, you must have an ID supplied to you by the IRS. In order to do so, you should complete and submit the IRS Form 4419. Please note that it takes up to 30 days for the form to be processed, so you should do this well in advance of the time when you will need to submit the files.

When you have received your transmitter ID from the IRS, you can set up your information in the IRS Reporting System.

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

To add a new transmitter, click the New button on the toolbar. The fields will now activate for editing:

You have the following fields available:

Field	Description
Tax ID	Enter the tax ID for the transmitter that you are setting up
Transmitter code	Enter the transmitter code provided to you by the IRS
Name 1	Enter your organization's name
Name 2	If a transfer agent, the Name 2 field should be the transfer agent's name
Address	Enter your organization's address
City	Enter your city
State	Type your state abbreviation or click the list icon to select from a list of state codes in the system
Zip	Enter your ZIP code
Contact phone	Enter the phone number of the contact person in your organization
Contact name	Enter the contact person's name
Foreign?	If a foreign company, select this box

When you have finished entering your information, click Save to retain the record.