How to update the EIN database

How to update the EIN database

SUMMARY

This article demonstrates how to update EIN database information.

MORE INFORMATION

To update EIN database information, follow these steps:

  1. Open the Work In Progress Summary (WIP).
  2. From the top menu, select Database->Employers/Payers.
  3. Select the EIN to be changed.
  4. Click Edit.
  5. Make the necessary changes to the information displayed.
  6. Click OK to save the changes.
The EIN database will now reflect the new information.

    • Related Articles

    • How to delete an EIN from the EIN database

      SUMMARYThis article demonstrates how to delete an EIN from the program EIN database. MORE INFORMATION To delete an EIN, follow these steps: Log in to the program as a user with administrator rights. From the top menu, select ...

    • Reject; Primary name or social security number does not match IRS database

      Check last years return to confirm the return was accepted and that all information pulled forward correctly. Verify the reject is not due to date of birth which is not always checked by the e-file database. Verify the client has not changed their ...

    • How to update a state billing schedule

      SUMMARYThis article demonstrates how to update a state billing schedule. MORE INFORMATION To update a state billing schedule, follow these steps: On the Setup menu, click Billing Setup. In the Form Billing drop-down box, choose the state you want to ...

    • How to manually add a ZIP code to the ZIP code database

      SUMMARYThis article demonstrates how to manually add additional ZIP codes to the ZIP Code database. MORE INFORMATION To add custom ZIP codes to the ZIP code database, follow these steps: Log in to the program as a user with administrator rights. From ...

    • Error Message: “Site ID Not Found in Database – Add or Correct” when verifying a return

      SYMPTOMSWhen verifying a tax return, the following error message appears: ‘Site ID Not Found in Database – Add or Correct’ CAUSE This error will occur if both the following conditions are true: The program has a Default Site ID configured on the ...