The Chain jobs for tax reporting are listed alphabetically in the below table and the last column indicates the location in the Batch Catalog. For detailed information on the jobs (such as when to run, input, output, and process parameters) refer to the associated run sheet in the CGI Advantage Financial Accounts Payable Run Sheets Guide.
Job Name |
Description |
Batch Catalog Section |
Forms Table Load |
This chain job loads the payee, payer, and tax form data into the Forms Reporting Detail tables (database only tables) and Form Reporting tables from the data generated by the Offline 1099 Process. This chain job is part of Advantage Tax Reporting. |
Accounts Payable |
Print Backup Withholding Notices |
This job prints Backup Withholding 1st and 2nd B Notices. The job will select records from the 1099 Reporting Information and Backup Withholding Notice Printing History tables for taxpayers, for whom the generation of the 1st or 2nd B Notice is required. Both tables will be updated by the process, as well as serve as input for identifying records that require printing (as per '1099I table setup) or were scheduled for re-printing (as per BWNPH table setup) of a corresponding B Notice. |
Accounts Payable |
Upload 1099 External Reported Income Process |
The Upload 1099 External Reported Income Process uploads external 1099 reported income by Calendar Year, 1099 Reporting Payer, TIN and TIN Type, updating the consolidated income on the 1099 External Reported Income Table (1099ER). The Offline 1099 Process uses these records to create a text file that may be used by the Forms table Load or a third party tool to generate IRS forms or a data file (original submission and corrections). |
Accounts Payable |