Use the alternate preparer block feature
Your firm can display different firm information on files and forms for various clients based on the services provided. This is particularly useful for firms with separate business names for different services, such as "Awesome Accountants" for tax preparation and "Perfect Payroll" for payroll services.
The Alternate Preparer Block feature allows your firm to use an alternate name, EIN, and address for live payroll clients on payroll tax forms, such as 941s, W-2s, 1099s, state forms, and reports. For example, if your firm uses Accounting CS for write-up and after-the-fact payroll services and Accounting CS Payroll for live payroll services, this feature lets you display different firm information on the respective forms for each set of clients.
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To request this feature, email the sales team.
- Go toSetupand selectFirm Information, thenFirm.
- In theIdentificationsection, enter the alternate firm name in theAlternate firmfield and the EIN/SSN in theAlternate EIN/SSNfield.
- In theAddressessection, select
, then Alternate. - Enter the address to be used for the alternate firm information.
- In thePhone and Fax numberssection, select, then Alternate.
- Enter the alternate phone and fax numbers.
- SelectEnterto save the contact information.
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Because the alternate firm information is entered in a global setup screen, your alternate firm information is used for all clients with the Payroll service turned on.
