Page-level
Actions/LinksThe Tax Form Printing Management (TAXM) page allows you to update a specific record or a group of records on the Forms Reporting pages.
The Filters section in this page provides many search fields for narrowing your search results. Tax Year and Form Type are the only required fields in this section and only a single value can be entered for each. An error is issued if more than the allowed number of records that can be returned by the search is reached. If this occurs, enter additional search criteria to narrow your search results. Depending on the entered value, the results are displayed in the grid.
You must select the selection check box for one or more than one row in the grid to activate the Mass Update option available via the Grid Actions menu. The action will be applied to all selected transactions.
The following update fields are present in the TAXM page:
Reprint – Set this flag to Yes if you need to mark previously printed tax forms for reprinting by the Tax Form Printing batch job.
Exclude Print – Set this flag to Yes if you need to mark specific tax forms as excluded from printing by the Tax Form Printing batch job.
User-Defined 1 – This is a free-form text field that can be used for any information. It can also be printed on a specific tax form or used to group forms. In order to have this field printed on the tax form in the proper location, the report design for the tax form must be modified by a forms developer.
User-Defined 2 - This is a free-form text field that can be used for any information. It can also be printed on a specific tax form or used to group forms. In order to have this field printed on the tax form in the proper location, the report design for the tax form must be modified by a forms developer.
Clear User-Defined 1 – Set this field to Yes if you need to clear the User-Defined 1 field of the selected record(s).
Clear User-Defined 2 - Set this field to Yes if you need to clear the User-Defined 2 field of the selected record(s).