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Compliance Documents Table

Overview

Compliance Documents Table

Fields on the Compliance Documents Table

• Code – A code name must be unique. Hyphens are permitted in this code field.
• Active – The active checkbox controls whether a record is available in the system for on-boarding. Select the active checkbox to make the record available.
• Description – The description should identify the document. Enter up to 30 characters, including spaces.

• Form Type – Identify the form type. Typically, a form is either a tax withholding document or an employment verification document.
• File Name – Type the file name including file extension.
• Locality – Identify the need for the form as Federal, State, or Local.
• Federal – For a federal form.
• State – For a state form.
• Local – For a local form. For a local form, select the state code and the tax locality code.
• Document Description – Provide a text description of the document.
• Attachment – A record on the Compliance Documents table should have an attachment. The form attachment is used as the document. Forms can only be attached and accessed through the online system.
• View Document – The button to view the document isn't enabled. Instead, open the attachment manager by clicking on the Attachment icon, and click on the hyperlink for the document.