The Sort Category
The options in the
Sort
category (referred to as Sort options) determine how the pages of printed tax returns and worksheets are sorted. Sort options can be set at the SuperBank and PAN levels. The Sort options include:Option | Description |
|---|---|
Sort of printed tax return | This option determines how bulk ship Tax Return print requests are sorted. The selections include:
|
Sort of detail tax worksheets | This option determines how bulk ship Worksheet print requests are sorted. The selections include:
|
Sort of detail tax worksheets (Continued) | Selections (continued):
|
Sort all shipments by Product Access Number | Selecting Yes for this option sorts all bulk shipments by PAN. |
Sort sequence of transactions printed on the worksheets | This option determines how transactions are sorted on worksheets. The selections include:
|
Sort accommodation letter transactions on the worksheet by Asset Id instead of Bene Taxpayer Id | Select Yes to sort transactions coded to the accommodation letter tax codes by asset ID rather than by the recipient's taxpayer ID. |
Sort sequence of capital sales printed on the worksheets and tax returns (Option not applicable to Enhanced 1099) | This option does not apply to the 1099 form series. This option determines how capital sales transactions are sorted on worksheets and tax returns.
|