The Tax Slips (1099) process extracts the tax (income/withholding tax) calculated via the Disbursements batch when members withdraw/terminate/retire/die and payment (cash/pension) is made, and generates the tax forms (e.g. 1099 or T4A) for a specified period, for the specified members, with the appropriate jurisdictions and codes (distribution and footnote) recorded. A tax slips history, which includes originals, duplicates and amendments, is maintained on the member record.
The individual process events in the Tax Slips process are meant to be run in sequence.
Host Events |
Description |
Supporting Views |
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Launches the Tax Slips batch wizard, where the user can input a batch task and parameters and create the Tax Slips buffer. |
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Displays the Tax Slips buffer. |
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Launches the Tax Slips batch wizard with the Create Extract task selected. Here the user can create and export a flat file of the tax data. |
Output Generated | |
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Posts the data to the appropriate member records. |
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For more information, see About Web Administrator Processes.
Build 1136