1042-S Processes

1. Student Accounts runs TZP1042 in Audit mode.

2. Student Accounts takes the output of step 1 and performs manual manipulations and data changes to create a spreadsheet.

3. Student Accounts upload the spreadsheet from step 2 to the db using GJAJFLU in the targeted environment.

4. Student Accounts runs TZP1042 in Update mode which references the file uploaded to the db in step 3.

    4a. Student Accounts needs to inform General Accounting that they can proceed with step 7.

5. App Admins clone FormFusion form PXR1042 which we should have a new version of for this tax year and name the new clone TZR1042.

6. Student Accounts runs TZR1042 which utilizes FormFusion to create the physical documents for mailing. This can be done in parallel with Step 7.

7. General Accounting runs TZR1187 to generate a file which they then upload to the IRS using their site. This can be done in parallel with Step 6.

Details

Article ID: 1824
Created
Thu 3/4/21 3:32 PM
Modified
Tue 2/28/23 10:11 AM

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