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Tips Knowledge Base |
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Topics in 'Data Entry' |
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Tips |
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| How to repeat a recipient's name, address, and taxpayer id without having to retype it? |
After typing in the first 1099, you can repeat the recipient's name, address, and taxpayer id on subsequent returns by double-clicking the Recipient ID Number field. This will activate Account Ability's Taxpayer Lookup Dialog. Selecting a recipient from this dialog automatically populates the name, address, and taxpayer id fields.
FYI: For more information on the Taxpayer Lookup Dialog refer to the section
Working with Tax Forms -> Common Tasks -> Adding Returns
in the Tax Form Preparation User Manual located on Account Ability's 'Help' menu. |
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| How to enter 2010 returns using the 2009 version of Account Ability. |
Many of our users have asked if they can begin entering their 2010 returns using the 2009 version of Account Ability. Fortunately, the answer is yes!
Here's the procedure:
You can use the 2009 version to begin entering your 2010 returns today!
Here's the procedure:
a) Start the 2009 version of Account Ability.
b) Open the 'Client (Filer) Management' module.
c) Click once on the client to be used.
d) Select 'Copy...' from the Client Task Bar.
e) Answer 'NO' to the Correction Client prompt.
f) Enter a 'Client ID' to be used for reporting year 2010.
g) Leave the 'Reporting Year' as 2009.
h) Click OK.
You can now begin entering your 2010 returns for the client you just created. When you receive the 2010 version, simply roll-forward these returns without initializing for a new calendar year. You will then be able to print and efile your returns pursuant to the latest IRS and SSA specifications.
NOTE: All licensed users of Account Ability will be notified of the 2010 release during the month of September, 2010, via first class mail. This notification will contain a summary of changes, enhancements, and a 2010 order form. |
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