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What do the buttons on the recipient form data entry screen do?

Views: 1318 Created: 2016-07-29 13:07 Last Updated: 2016-08-24 15:40

SYMPTOM

An explanation of what each button does on the form data entry screen for W-2, 1099, and 1095 forms.

RESOLUTION

Procedure 1 (Explanation of buttons)


Calcs: Use the Set Calculations window to create and assign user-defined calculations for Form W-2. More information regarding custom calculations can be found in the How do I setup custom calculations? article.

Amnts: Use the Amount Types Window to select the Amount Types (dollar amount fields) to appear on the W-2 Returns screen. Amount Types can be added and removed from the list. The order of the amounts can also be changed here.

Prefs: The W-2 preferences will dictate what amounts fields are automatically calculated (if any), among other form-specific options. For more information about W-2 preferences, please see the How do I setup W-2 preferences? article.

Add: If in the form data entry screen, this button will create a blank copy of the selected form. If in the transaction data entry screen, this button will create a blank copy of the selected transaction.

Delete: If in the form data entry screen, this button will clear the entered information in the selected form. If in the transaction data entry screen, this button will delete the selected transaction.

Save: This button saves all changes made to the current form or transaction.

Copy: If in the form data entry screen, this button will create another copy of the selected form. If in the transaction data entry screen, this button will create another copy of the selected transaction.

Undo: This button will revert the last change made on the form to the value it was before the change was made.

Default: This button will automatically fill the specified information into new forms of the specific form type. For more information on using the Default button, please see the How do I use the Default button for recipient forms? article.

Form: This button will only appear if the payer is set to Quarterly Data Entry. For steps on how to change the data entry method for a payer, please see the How do I change the data entry method in Yearli? article.
Clicking the Form button on the form data entry screen will open the transaction window. Clicking the Form button on the transaction screen will open the form window.

W-2c: This button will only appear on the W-2 data entry screen. The W-2c button will create a new W-2c form based on the currently selected W-2.  Creating the W-2c this way will automatically complete the Previously Reported section of the W-2c, based on the information that was entered in the original W-2 form.

OK: This button saves and closes the window.

Cancel: Cancel discards and changes made to the form and closes the data entry screen.

Help: This button opens the Help screen, specifically to the W-2 section.

APPLIES TO

  • WinFiler 2012-2013
  • WinFiler Plus 2012 - 2013
  • Yearli 2014 - Current