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RULES
| DESCRIPTION
|
---|---|
Do not capture (field) | Disables the selected field from being captured in the Review Wizard. For example, you can select this option if you don’t want the verifier to capture Bond Premium on a consolidated statement.
|
Exclude dependent documents
| Excludes dependent documents and marks the document as Incorrect SSN in the Review Wizard. The rule activates when the SSN field on the document doesn’t match the taxpayer or spouse.
|
Export to Sch-A
| Exports data from a specific field (Line 13: Other deductions) to Schedule A. Applicable to Schedule K-1. |
Bookmark document when field captured
| Marks the page as Bookmark Only when a specific field is captured. All fields will be disabled and the page can't be verified. |
Export to Other Income Adjustment
| Populates and exports Schedule K1 1065 lines 11a, 11i, and 13w to "Other Income/Adjustments" section. This rule is only applicable to CCH Axcess Tax and ProSystem fx Tax binders. |
Fields required for W2-G
| Fields not required for W-2G
|
---|---|
Payer’s name, address, etc. | Box 2: Date won |
Payer’s fed id number | Box 3: Type of wager |
Winner’s name (just to confirm if the taxpayer is a Taxpayer or Spouse) | Box 6: Race |
Box 1 | Box 5: Transaction |
Box 4 | Box 7: Winnings from identical wagers |
Box 13 | Box 8: Cashier |
Box 14 | Box 10: Window |
Box 15 | Box 11: 1st I.D. |
N/A | Box 12: 2nd I.D. |
N/A | Box 16: Local Winnings |
N/A | Box 17: Local income tax withheld |
User Group Permissions
| Must have permission to access Admin then Review Wizard . |
Services
| All services are supported except for SPbinder and 1040SCAN Organize |
Leadsheet
| None (Without Leadsheets) Classic Simplified Leadsheets binders |
Binder Type
| 1040 1041 |
Tax Software
| GoSystem Tax RS CCH Axcess Tax UltraTax CS Lacerte * ProSystem fx Tax (Tax year 2022 and earlier)
|