Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Tax Report Data Screen

Use the fields and options to configure the Manage Tax Report Data screen.

Identification

Field Description
Taxable Entity Code

Enter, or click to select, the taxable entity ID for which the MMREF record is being created. Taxable entity IDs and information are entered on the Configure Company Information screen.

Preparer Code

From the drop-down list, select one of five options to indicate how this MMREF record was created. Valid options are:

  • Self-Prepared
  • Accounting Firm
  • Service Bureau
  • Parent Company
  • Other
Kind of Employer

From the drop-down list, select the option which best describes the type of employer you are. Valid options are:

  • Federal Government
  • State and Local Governmental Employer
  • Tax Exempt Employer
  • State and Local Tax Exempt Employer
  • None Apply
Note: This field does not apply to Puerto Rico employers.
Kind of Payer

From the drop-down list, select the option that best describes the kind of payer that will be reported in W-3 PDF file when "Substitute Copy A (SSA-Approved)". Options are:

  • Regular (Form 941): This is the 941box in Form W-3
  • Agriculture (Form 943): This is the 943 box in Form W-3
  • Household (Schedule H): This is the Hshld. Emp. box in Form W-3
  • Military (Form 941): This is the Military box in Form W-3
  • Medicare Qualified Government Employment (Form 941): This is the Medicare gov't. emp. box in Form W-3
  • Railroad (CT-1): This is the CT-1 box in Form W-3
  • Regular (Form 944): This is the 944 box in Form W-3
Establishment Number Enter a value to identify separate establishments in your business in W-3.

Contact Information

Use this group box to enter contact information that is used by the Social Security Administration and/or other organizations that may have questions or processing problems.

Field Description
Contact Name

Enter the name of the person or organization that can be contacted regarding this record.

Job Title

Enter the job title of the contact person for this record.

Phone Number

Enter the phone number of the contact person or organization.

Extension

Enter the phone extension number of the contact person or organization.

Fax

Enter the fax number of the contact person or organization.

E-mail

Enter the email of the contact person or organization.

Idaho

Field Description
Fed/State Combined 1099 Participant

Select this check box if the taxable entity is a federal/state combined 1099 participant for Idaho.

Filing Cycle

Use the drop-down list to select a filing cycle for the federal/state combined 1099.

  • None
  • Monthly
  • Split Monthly
  • Quarterly
  • Yearly