GLACIER REPORT 8 TRAINING “TAX FILE STATUS REPORT” This report is for who hasn’t updated their GLACIER Record yet, and only Admin 2’s can create this report.

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Presentation transcript:

GLACIER REPORT 8 TRAINING “TAX FILE STATUS REPORT” This report is for who hasn’t updated their GLACIER Record yet, and only Admin 2’s can create this report. Incomplete (I), or Waiting for forms (W), or Complete (C) individual record status.

CLICK ON CREATE/VIEW/ PRINT REPORT (S) AND NEXT

CLICK ON REPORT 8 – TAX FILE STATUS AND NEXT

CHECK SEARCH BY TAX FILE STATUS. SELECT INDIVIDUAL RECORD INCOMPLETE (I) OR (W) WAITING FOR FORMS OR (C) COMPLETE RECORD. LEAVE BOTH ACTIVE AND INACATIVE RECORDS AND CLICK NEXT.

CHECKED BOXES ARE FOR YOUR REVIEW. YOU MAY UNCHECK THE BOXES OF EMPLOYEES WHO DON’T BELONGS TO YOUR DEPT. THEY WILL NOT BE INCLUDED IN YOUR NOTIFICATION.

TWO METHODS FOR NOTIFICATION 1. GLACIER SENDS 2. CREATE FILE FOR MANUAL

YOU MAY SEND BY CLICKING ON “SEND NOTIFICATION”. IT SENDS OUT THE TO CHECKED FOREIGN INDIVIDUALS. USE WITH CAUTION VIEW TEXT BEFORE YOU SEND NOTIFICATION SEE NEXT SCREEN FOR TEXT TO SEND VIA GLACIER:

VIEW TEXT

CONTINUE TEXT

NUMBER OF S BEEN SENT

TO SEND MANUALLY RATHER THAN THROUGH GLACIER, CLICK “SAVE TO FILE” TO CREATE A FILE OF EMPLOYEES ON YOUR DESK TOP.

THIS WILL CREATE EXCEL FILE THAT YOU CAN MODIFY AS DESIRED. IT INCLUDES ADDRESSES IF YOU WISH TO SEND INDIVIDUAL OR CUSTOM NOTIFICATIONS. YOU MAY USE GLACIER TEXT FROM “VEIW TEXT” OR CREATE YOUR OWN.