Managing State Forms
The forms submitted along with the federal forms are listed here on this Manage State Forms page.
To manage the state forms, perform the following steps:
1. Login to the Tax1099 application.
2. From the left pane, select Forms.
The Manage Forms page appears.
3. Select the Submitted Forms tab.
The Federal Forms details appear.
4. Select the State Forms toggle.
The State Forms details appear.
5. Select the form from the Form Name list.
6. Select the tax year from the Tax Year list.
7. Select the payer from the Payer list.
All the state forms are displayed along with the state reference number, reference number, recipient name, Tax ID, status, state, payer state ID/TIN, state confirmation ID, and actions.
8. Select the appropriate form from the check box and then perform the following:
· To download all the PDFs related a state, perform the following steps:
a. Click Download All PDFs.
The Download All PDFs dialog box appears.
b. Select state from the Select State list.
c. (Optional) Select the Merge Copies check box to merge the copies.
d. Click Submit.
· Click Export to Excel to export the list of state forms in Excel file.
· Click the Actions list under Action, and then select View PDF to view the PDF.
· Click Edit to edit the state form.
· Click Block to block the state form.