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Setting up Informative Data

The Informative tab of the Companies window requires the necessary information to produce the Informative Returns for Hacienda.

 

  1. To access the Companies window, click Companies on the Data Entry menu.
  2. Click the Informative tab.
  3. From the column to your left, select the informative for which you will assign Control Numbers.
  4. Click Add.
  1. Enter the Control Numbers in the Starting Number and Ending Number columns.

Every registered employer in Puerto Rico receives a letter from Hacienda, explaining the requirements for the W-2 PR and 480s. This letter includes the control numbers each employer needs for filing the W-2 PR forms, including the 480.6B, 480.6C, 480.7, 480.7A, and 480.7B. Then PRSoft releases a document explaining how these procedures are implemented in PRPay. For additional information, visit Hacienda's web page at www.hacienda.gobierno.pr.

Service providers for other employers must ask their clients for the Hacienda letter including the control numbers. Service providers may no longer "blanket" clients with one range of numbers; employers must file with their own set of control numbers. The PRPay software handles all these changes and each company has its own field for control numbers. In addition, Hacienda will no longer allow service providers to solicit control numbers on behalf of their clients.

  1. In the Next Available Number column, enter the first number of the sequence that will be used for the printed informative returns.
  2. Click Save.
  3. PRPay updates the Printed value automatically indicating how many informative returns have been printed. You do not need to enter any information in this field. However, if necessary, it can be edited.
  4. Repeat steps 4 to 7 to enter additional sequences of control numbers.

If you are printing informative returns and the first sequence runs out of numbers, PRPay automatically selects the second sequence to continue.

  1. Click the Save button on the toolbar to save the changes.
  2. Click the Misc. tab to continue entering company information.

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