BNA
1099etc
KOFAX
Core Advanced
Web Ors
100

Open Interactive Forms 

What is Launch

100

Branch we use in 1099etc 

What is Branch 74

100

Name of Signature Stamp

Who is Theodore J Jordan.

100

0087, what am I 

What is Branch Number ? 

100

I am a TX SUI return, what report would I founds under in webors? 

What is quarterly.

200

QUARTERLY FEDERAL FORM 

What is a 941X

200

Entering in a new client into the system

What is create new payer 

200

Combine Files into what ?

What is combining files as one PDF. 

200

Prior to an employee's name appearing, you enter what  into the core advanced system? 

What is ID Number ? 

200

I am an original W2, what report category would you find me under ? 

What is annual reports . 

300

We save here before we export the file 

What is BNA saved forms 

300

We need to amend a social security number, what do we create ?

What is a w2c.

300

We are updating and Original return by________ ____ the incorrect Social Security  number.

What is cross out.

300

If a client is on taxpay, how do they appear to be listed in core advanced?  

What is taxpay active

300

i am an independant contractor, where would I find an original if I was a MISC ?

What is Misc 1099.

400

We need to change the year in BNA 

What is tax year ? 

400

 Amending a NEC Independant Contractor, what am I?

What is 1099- NEC .

400

Copies sent secure to the client 

What is Reference Copies 

400

If I wanted to see an employees wages for qtr 1, where would I look? 

What is view Earnings History.

400

If a return was already amended and scanned , what category would I fund it under ? 

What is scanned documents. 

500

We are looking for Instructions on a return

The I in the top right of the BNA program 

500

Known as " Cover Page" for a corrected W2 and for the 1099. 

What is the W3 and a 1096.

500

In order for the ____ ____ stamp to save we need to press Advanced Processing and flatten file, What am I ? 

White Out 

500

I am amending a Paychex error for a social security change, how would I verify how far back I need to amend the employee? 

What is hire date.

500

If I wanted to verify a PQA, what return would I find the information.

What is payroll journal.