-
Here are some links to helpful documentation: State Reconciliation Form Chart - View a 1099 State Reconciliation Form Chart that shows which 1099 forms need to be processed for which state. (States that do not require fulfillment will not appe...
-
If you have a foreign address, the following are acceptable country codes: CODE COUNTRY AF Afghanistan AX Aland Islands AL Albania DZ Algeria AS American Samoa AD Andorra AO Angola AI Anguilla AQ Antarc...
-
Having selected the format for uploading/viewing your participant census data, you are ready to load your data. Edit Census Data can be edited directly within the census grid. To update a field, simply double-click on it and enter the new informat...
-
Last Updated: 12/05/2025
in Documents User Guide
-
Last Updated: 12/05/2025
in Documents User Guide Plan Menu
The Document History page enables users to review modifications made to the document checklist. To access the Document History page, click on the "Document History" link located under the "Plan Menu" on the Edit Plan page. This page will show ...
-
Last Updated: 12/05/2025
in Documents User Guide Plan Menu
The Show History page enables users to review modifications made to plans across all modules that you subscribe to. Users with with Designated Administrative permissions can revert changes made to the document checklist from this page. In addition...
-
Last Updated: 12/05/2025
in Documents User Guide Plan Menu
Deleting a plan will permanently remove the plan from the system, as well as all completed forms and filings. If you might need access to the plan again in the future, we recommend you mark the plan as not responsible for. You can mark a plan as ...
-
Last Updated: 12/05/2025
in Documents User Guide Plan Menu
The Clone Plan feature can be used when you would like to add a plan to a company that is identical or similar to an already existing plan on your account. Cloning a plan will copy the checklist type and all checklist answers of the original check...
-
Last Updated: 12/05/2025
in Documents User Guide Plan Menu
To convert a plan to a different checklist type, click on the "Convert Plan" link located under the Plan Menu on the Edit Plan page. On the next page, you can select your desired checklist type. Click on "Convert Plan" button. All checkl...
-
Last Updated: 12/05/2025
in Documents User Guide