To select a State(s) for a batch that has not been submitted for E-File and/or Fulfillment, the user would navigate into the batch to click on "Select States for E-File" in the Batch Options box.
Once the user clicks on "Select States for E-File", a pop-up will appear with the available States listed. The user would check the applicable box, to auto-select any Employee living within the state, then click on "Submit" followed by "Close". Note: The system is looking at the Employee (1095) address to determine the selectable State.
To select other Employees outside of the selected state, the user would need to click on the state's hyperlink to add those additional Employees for the Individual Employee State E-File Selection (the Number Selected count should increase) and click on "Submit", then "Close". The user should see the screen refresh. Click on "Close" for the state selector box.
Until the batch is locked, that is as far as the user can go. After the batch is locked, the user will be able to click on any one of the three submission options to be directed to the E-File and Fulfillment pop-up. It is up to the user to select what options they choose to submit, whether it is E-File and State E-File; Fulfillment and State E-File; E-File and Fulfillment; or E-File, Fulfillment and State E-File. The user will need to click on Next once the submission options are chosen.
The next screen will provide the pricing details, along with a summary of how many State employees are being submitted for each State. After reading the verbiage and the user is ready to finalize the submission, the user would click on Submit.
