How Do I Edit Client Letters

To modify a client letter globally, please do the following: At the Main Menu, select Utilities>Program System Utilties>Edit Client Letter Templates. Highlight the form name and click Select. Edit the Client Letter as needed. When editing client letters, be especially careful of any items that appear in brackets or appear directly after “!”. You can […]

How Can I Learn More About The Software

There is a variety of ways to learn more about the software. At the Main Menu, select Help. From this menu you can print/search the Reference Guide or the Electronic Manual (approx. 70 pages). There is also a Tutorial that you can go through that gives you some basic information about all of the Modules.

How To Set Up A Password For A Payer

You can assign a password to each individual payer. Open the payer in either the W-2/1099 Forms, A-T-F Payroll or Forms-Etc module and select Payer>Password.

How To Correct Navigation Cancelled

In an effort to increase system security, Microsoft no longer alows the viewing of HTML Help files (.CHM) that reside on a remote hard drive, such as a server, without modifying the system Registry. To allow access to view the Help files you will need to either Modify the Security Settings or Copy the Help […]

Can I Allow Access To Only One Form In Forms Filer

You cannot restrict/password different forms, however, you can restrict/password different payers/companies. You could create two different payers/companies for example, one for 1099s and one for W-2s. You can then password protect the W-2 payer. Open the Module and select the Company/Payer. Select Payer>Password from the Menu Bar. Enter the Password and click OK. If you […]

How Do I Change The Work Directory

To change the Work Directory: At the Main Menu, select Utilities>Program System Utilities>Change User’s Work Directory. Select the correct drive and directory for the program year.

How Can I Export Form Data To Be Opened In Excel

Data in the W-2/1099 Forms Filer Module can be exported into a file format that can be opened in Excel through Utilities>Export Database to Text File. From the Main Menu, select Module>W-2/1099 Forms Menu. Next select the Payer and click OK. Highlight Form and select the Form Type. On the Form Entry screen, select Utilities>Export […]

How Do You Delete User

On the Main Menu, select Utilities>Program System Utilities>Browse/Edit User/Prepare/3rd Party Designee File. Highlight the User that you wish to Delete and then click Omit. Select Menu, select Pack File and then click Quit. The program will automatically close.