Creating tax identification notifications

  1. Select Payables > Tax and Income.
  2. On the Reports and Lists pane, click Identification Notifications.
  3. Specify this information:
    Vendor Group
    Specify a vendor group. All companies and process levels that are assigned to the reportable income group must be associated with this vendor group.
    Vendor Class
    Specify a vendor class. If a vendor class is selected, a vendor group must also be selected.
    Exclude One-Time Vendors
    Select Yes to exclude one time vendors.
    Vendor Range
    Specify a valid vendor number for the invoice.
    Name Option
    Select whether to use the Vendor Legal Name or the Vendor Name in search options.
    Vendor Create Date
    Select a beginning and end create date range for the report.
    Payment Dates
    Select payment dates for verification on non-Payables payments.
    Update
    Select an update option. Select Report Only to generate a report with no update. Select Update to print the report, create the output for IRS, and mark the vendor that they have been included in the submission file. Select Rerun in Update if the initial run was not successful or if there was a mass change to all vendors that were originally included.
  4. In the Report Distribution section, select a distribution list and export type for Tax Identification Number Report.
  5. Click Submit.