Prepare each company setup

1. Select Library Master, Main, Company Maintenance, Additional Tab.
2. Enter or confirm the Federal and/or State ID No's are the same for the multiple company codes.
3. From the Launcher, select the first Company Code to process.
4. Change or confirm the accounting date.

Process the Form or Report for Payroll

1. Select Payroll, Period End, Federal and State Tax Reporting.  
2. Select Form Type and Form Name.  (Different forms may change the order of the following windows.)
3. Select the Year/Quarter and change any Company Information applicable.
4. Select Proceed.

Save or export the first company

1. In the Company Setup Wizard, Click Next through the selections until the Multiple Payroll Data Files window.
2. Select YES, I use multiple datafiles for this company, then click Next.
3. Click Save to add the company to the payroll data list.
4. Enter a name, such as “Company one”.
5. Close the window after saving.

Add additional companies

1. Open the next company database.
2. Repeat the same steps above.
3. Click Save and assign a name, such as “Company two”.
4. Repeat until all companies are added.

Merge the selected companies

1. Select the checkbox beside each company to merge.
2. Confirm the companies are highlighted.
3. Click Merge.
4. When prompted, confirm all data is saved.

Complete the merge

1. Decide how to handle duplicate employees when prompted.
2. Allow the system to merge the files.
3. Click Continue after the merge completes.
4. The W-2 or 1099 Preparer opens, or the selected form displays for continued processing.

Merge Accounts Payable 1099 data files

• Follow the same steps used for W-2 merging.
• Ensure all companies share the same Federal EIN.
• If companies pay the same vendor, totals combine during the merge.
• A minimum threshold can exclude valid records from the grid.

Handle duplicate Social Security numbers in quarterly reports

Remove duplicate SSN entries

• Use the merge process with only one company selected.
• Allow the system to detect duplicate employees.
• Choose to merge duplicate records when prompted.

Prevent duplicate SSNs in the future

1. Go to Payroll, Setup, Payroll Options.
2. Select the Integrate tab.
3. Disable duplicate Social Security number entry.