Inquiries
The following table lists the inquiries for tax reporting in Advantage:
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Name |
Page Code |
Description |
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1042-S Reported Income |
This page records the consolidated income from the 1099 Journal per Calendar Year, 1099 Reporting Payer, TIN, Recipient Account Number, Country of Residence, IRS Tax Rate, 1042-S Ch. 3 Recipient Code or 1042-S Ch. 4 Status Code, 1042-S Income Code, and 1042-S Exemption Code. Records are initially updated to this table from the Offline 1099 Process. |
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1099 External Reported Income |
This page records the consolidated income from the external agencies per Calendar Year, Form Type, 1099 Reporting Payer, TIN, and TIN Type. If the Manage TIN by Department parameter is set to True on APPCTRL, income can be added per Calendar Year, Form Type, 1099 Reporting Payer, TIN and TIN Type, and Department. Records are initially updated to this table from the Upload 1099 External Income Chain process. |
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1099 Reported Income |
This page records the consolidated income from the 1099 Journal per Calendar Year, 1099 Reporting Payer, TIN, TIN Type, and Form Type. If the Manage TIN by Department parameter is set to True on APPCTRL, income can be added per Calendar Year, Form Type, 1099 Reporting Payer, TIN and TIN Type, and Department. Records are initially updated to this table from the Offline 1099 Process. |
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1098 External Reported Income |
This page records the consolidated income from the external agencies per Calendar Year, Form Type, 1099 Reporting Payer, TIN, and TIN Type. If the Manage TIN by Department parameter is set to True on APPCTRL, income can be added per Calendar Year, Form Type, 1099 Reporting Payer, TIN and TIN Type, and Department. Records are initially updated to this table by the Upload 1098 External Reported Income process. |
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Backup Withholding Date Range Summary |
This page displays information for withheld and paid amounts summarized by Fund, Sub Fund, BSA and Sub BSA for a range of Record Dates. It also enables you to search for records that have been stored on the Backup Withholding History Daily Balance table and view the summarized information in a single record. |
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Backup Withholding Notice Print History |
This page stores historical information of printed First and Second Backup Withholding Notices. This table is populated by the Print Backup Withholding Notices batch process. You may also request that First or Second B Notices be reprinted from this page. |
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Backup Withholding Record Date |
This page enables you to search for and view information associated with backup withholding on the Backup Withholding History Daily Balance table. Amounts for each record on this table are summarized by the Record Date, Fund, Sub Fund, BSA and Sub BSA. |
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Form 1042-S Reporting |
This page stores the data necessary to print the 1042-S Form and generate the associated transmittal file to the IRS. |
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Form 1099-A Reporting |
This page stores the data necessary to print the 1099-A Form and generate the associated transmittal file to the IRS. |
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Form 1099-C Reporting |
This page stores the data necessary to print the 1099-C Form and generate the associated transmittal file to the IRS. |
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Form 1099-G Reporting |
This page stores the data necessary to print the 1099-G Form and generate the associated transmittal file to the IRS. |
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Form 1099-INT Reporting |
This page stores the data necessary to print the 1099-INT Form and generate the associated transmittal file to the IRS. |
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Form 1099-MISC Reporting |
This page stores the data necessary to print the 1099-MISC Form and generate the associated transmittal file to the IRS. |
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Form 1099-NEC Reporting |
This page stores the data necessary to print the 1099-NEC Form and generate the associated transmittal file to the IRS. |
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Form 1099-R Reporting |
This page stores the data necessary to print the 1099-R Form and generate the associated transmittal file to the IRS. |
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Form 1099-S Reporting |
This page stores the data necessary to print the 1099-S Form and generate the associated transmittal file to the IRS. |
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Form 1098-F Reporting |
This page stores the data necessary to print the 1098-F Form and generate the associated transmittal file to the IRS. |
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Form 1098-T Reporting |
This page stores the data necessary to print the 1098-T Form and generate the associated transmittal file to the IRS. |
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Tax Form Printing Management |
This page allows you to mark specific forms or groups of forms as excluded from printing or available for reprinting. You can also update the Exclude Print and User Defined fields. |
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Tax Form Options and Parameters |
This page allows you to control consolidation and printing for each Form Type for each Tax Year. |
