Forms Used to Set Up Year-End Forms

Form Name

FormID

Navigation

Usage

Work with Year-End Forms

W77180B

Year End Setup (G07BTAXCA1), Year-End Form Setup

Review the boxes that are set up for each year-end form.

Revise Year-End Forms

W77180D

On the Work with Year-End Forms form, select any row and click Select.

Change the setup for a form.

Work With Special Handling

W77190A

Year End Setup (G07BTAXCA1), Special Handling Setup.

Review existing special handling setup.

Special Handling Revision

W77190D

On the Work With Special Handling form, select the appropriate form type in the Display Form area and click Add.

Set up new special handling codes.

Before you set up special handling, you must:

  • Set up or review Case Code O codes in user-defined code (UDC) table 77/RC.

  • Set up all the boxes to which you are going to attach special handling.

Duplicate Special Handling

W77190B

On the Work With Special Handling form, select Copy Spec. Handling from the Form menu.

Copy the special handling setup from a previous year to the current year.