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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.