Tax Maintenance Tools & Reports (category: TAX)

#108 Accrued Dividend Summary Rpt - CDs

#168 Backup Withholding Report

#397 HSA Balance File/Acct Trans Detail

#398 HSA Govt. Report/5498

#399 HSA Transaction Process Code Report

#409 IRA Age Analysis Report by Plan Type

#411 IRA Balance File/Acct Trans Detail Rpt

#412 IRA Contributions & Fair Market Value

#413 IRA Govt. Report/5498

#416 IRA Required Minimum Distribution Report

#417 IRA Transaction Process Code Report

#682 Print SSN Verification Reports

#893 Update HSA Balance Information

#896 Update IRA Balance Information

#897 Update IRA Beneficiary Information

#898 Update IRA Payout Information

#899 Update IRS Tax Information

#916 Update Tax Form Handling Instructions

#918 Update Trans Desc & IRA/HSA Post Codes

#921 Update 1042-S Tax Form Data

#922 Update 1099-A, C, MISC, NEC Form Data

#923 Update BOY Mortgage Balance for 1098

#941 Verify HSA Balances Report

#942 Verify IRA Balances Report

#1009 YTD Dividends/Interest Paid Report

#1012 1042-S Information Report

#1013 1099-A,C, MISC, NEC Information Report

#1014 1099/1098 Tax Information Report