Setting up Annual Information

The Annual tab of the Companies window requires information for the Hacienda and Social Security Administration's annual reports.

1. To access the Companies window, click Companies on the Data Entry menu.
2. Click the Annual tab at the bottom of the window.

Fill out the following five sections of the Annual tab:

499 R-3

1. Type the company's physical address in the Physical Address, City, State, and Zip  fields. This may be different from the Mailing Address you entered on the Information tab.
2. Type the company's first date (mm/dd/yyyy) of operations in the First Date of Operations field.
3. If the company is no longer doing business, type the date (mm/dd/yyyy) it ceased doing business in the Last Date of Operations field. Otherwise, leave it empty.

W3 PR

1. Click the down arrow to select the Kind of Payer the company is.
2. Type the other EID in the Other EID used this year if the company used more than one EID during this calendar year.

Assigned by Hacienda

1. Type your PIN number in the Access Code field. It is required for inclusion in the digital file.

940 PR (FUTA), 941-PR, 943-PR, 944-PR

1. Type the commercial name of the company that you would like to see printed on the FUTA report. This information is optional.
2. Click the Save button on the toolbar to save the changes.
3. Click the Informative Data tab to continue entering information.

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