Www.relius.net RELIUS GOVERNMENT FORMS The New Relius Government Forms 1099/W-2… A First Look Tom Hunsinger.

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Presentation transcript:

RELIUS GOVERNMENT FORMS The New Relius Government Forms 1099/W-2… A First Look Tom Hunsinger

Introduction The New Relius Government Forms 1099/W-2  New look and feel  Modeled after Microsoft Word 2007  Provides user with a familiar interface  Increases productivity  Reduces training  Customizable and dockable toolbars  Create toolbar with common tasks  Task pane to simplify most commonly used features  Validation and notes tabs  Enhanced carry-forward features  Carry-forward specific recipients

Introduction  Enhanced import features  Graphical interface  More data sources to import from  Spreadsheet  ASCII  Delimited text files  Comma delimited  Tab delimited  MS Access database  DBase files  Printing enhancement  Print to PDF

New Look and Feel

Customizable Toolbars  To customize your toolbars:  Select Tools, Customize or right-click on a toolbar

Customizable Toolbars  Create a new toolbar with your favorite tasks to provide quick access  Animate your menus

Task Pane  The Getting Started task provides access to common features of the application  Launch the User’s Guide, IRS Instructions and the Knowledge Base  Start the import and carry-forward wizards  Open a recent Form/Filer  Create a new Filer

Task Pane

Validation and Notes  Real-Time validation  View validation errors/warnings with a single click  Create form and field notes  View notes for a form with a single click

Real-Time Validation

Validation Tab

Form Level Notes

Field Level Notes There are two ways to enter field level notes:  Enter notes from the field…

Field Level Notes  Or from the Notes tab

Carry-Forward Wizard  Carry-forward prior year’s data using the wizard to guide you through the process  Select the Filers to carry-forward  Select the forms and form options to carry-forward  Recipient data only  Recipient data and dollar amounts  Partial distributions  Select the recipients to carry-forward

Carry-Forward Wizard

Import Wizard  Import data from various sources using the import wizard  Graphical mapping interface  Preview how data will be imported by mapping data to form  Ability to save your mapping criteria  Ability to roll-up (sum) data during import

Import Wizard

Summary  New look and feel  Dockable toolbars  Customize toolbars and menus  New Carry-Forward wizard  New import wizard  Real-time validation  Form and field level notes  Print to PDF

RELIUS GOVERNMENT FORMS The New Relius Government Forms 1099/W-2… A First Look Tom Hunsinger © SunGard, the SunGard logo, and Relius are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.