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Set up employees and payroll items

SSN/TIN Verification screen

You can use the
SSN/TIN Verification
 screen to create a text file that you can send to the Social Security Administration (SSA) or the Internal Revenue Service (IRS) to verify that employee social security numbers and names and vendor tax identification numbers entered in the application match those on file with those agencies.
To access the screen, select
Actions
 then
SSN/TIN Verification
.
The files are stored in the location displayed at the bottom of the screen. You can change the location by selecting
Setup
 then
File Locations
 and modifying the SSN verification path. When a file is created, you can upload it to the appropriate agency via their website.

Tabbed pages on the screen

  • SSN tab
  • TIN tab

Work in the screen

  • Preview Selected
    : Select this to view the information that will be contained in the files when you have employees selected in the SSN or TIN grid. You can choose to view the contents in the default Report format, which shows the data contained in the file for the selected clients and forms, or in Agency format, which is the actual file format as it will be sent to the agency.
  • Manage Files
    : This opens the
    Manage SSN/TIN Verification Files
     window, where you can remove employees or vendors from the verification file. When you select employees or vendors and select
    Unverify
    , they'll reappear in the SSN or TIN tab as unverified. The
    Verified
     checkbox will also be unmarked on the
    Main
     tab of the
    Employees
     or
    Vendors
     screen respectively.
  • File Location
    : The location the verification file is saved to displays at the bottom of the screen. Select
    Setup
     then
    File
     then
    Locations
     and modify the SSN verification path to change the default location.
  • Create File
    : When you've selected all the employees or vendors to include in the verification file, select this to create the file and save it to the file location that's displayed at the bottom of the screen. If a file already exists in this location, you're given the option to either replace or append to the existing file.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Payroll checks,Setup

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