Fields REV145

Company

Enter a company ID or press ENTER to accept the default. The company must exist in the COMPANY_MASTER file.

Tax State

Select the taxing authority from the drop-down list of States.

Tax Year

Enter the Four-digit year that you are reporting.

Owner ID

Enter an Owner ID.

After you enter an Owner ID that has data for the specified Company, State, and Tax Year, address and summary information is displayed, along with a grid display of all Detail Sales History (DSH) records that apply. You may enter or modify adjustments, reload the address information, or recalculate.

This screen has two tabs, General and Remarks.

Use the Remarks tab to enter free-form notes specific to this Owner; these notes are for internal reference only, and are not included on tax forms or in magnetic media.

Use the General tab to query collected data, maintain adjustments, reload name and address data, or recalculate collected data.

Adjustment Reason

Enter a description of the reason for this adjustment. This is for your internal records only, and will not appear on any tax forms or magnetic media.

Adj To Income

Enter an amount to adjust the reported income (Subject to Withholding). This is included in the totals reported on tax forms and magnetic media.

Adj To Amt Withheld

This amount will default to the current tax rate applied to the amount entered for Adj To Income. You may override this or accept the default calculated amount.

Withholding Type

Enter the withholding type for the adjustment. Enter "SWH" for State Withholding or "BWH" for Backup Withholding. This defaults from the first value in the Withholding Type display box in the line above. When multiple Adjustment Reasons are entered, the Withholding Type value assigned to each must be the same.