APPLICATION:  PTM Vision/Accounting/Payroll 

PROBLEM SUMMARY:  Update the 940 Tax Forms for the year

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**NOTE: If not using Vision Payroll, no testing is required.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

**Testing 940’s**

1. Access PTM Vision.

2. Select A. Accounting.

3. Select G. Payroll System

4. Select C. Report Payroll

5. Select L. Report FUTA SUTA Exempt/Over & 940.

6. Enter in the reporting year, Quarter, Reporting company, and check the box in for the 940 annual.

7. Do not make any changes to the next popup and select Ok to continue.

8. Select Ok on the Amount popup.

   1. No need to enter amounts for this test.

9. Select Ok on the Overpayment/Liability popup.

   1. No need to enter amounts for this test.

10. Select A. Report Page 1.

    1. Verify all details are correct including the year and the format.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=payroll_reports