Create Payers/Companies:
(All images within article contain fictitious data)
NOTE: If you are receive an error message: “Invalid Payer Name. Payer's Name may only contain A-Z, 0-9, hyphens, periods and apostrophes” this is due to software to being in Compliance with the IRS/SSA. The IRS only accepts the following punctuation A-Z, 0-9, hyphens, periods and apostrophes any special characters such as ( ! , & ’ ) so will need to remove these in your Payer Name then you will be able to save. You will also need to check any EIN/TIN under your Recipients Information.
1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.
2) Click Add New Payer.
3) Enter payer/company information (all Bold fields are Required fields) and click Save & Add Another to create more payers/companies or Save to return to the Manage Payers & Recipients screen.
Note: To enter the State ID you must first complete the process of creating & Adding a Payer in the software. You will Save Payer Company. Once the Payer Company has been saved, you can then edit the Payer Company and Add the State ID. If you are not required to Enter State ID then skip this step.
What if I receive an Error > "Payer's state is required"?
If you receive Error "Payers state is required", this generates when there is missing required information in bold section titled State/Province. When creating Payer Company you must use the drop down arrow to view list of States & Select corresponding State. You should then be able to Save the Payer Company.
(See below Screen Shot)
How to Enter the corresponding State ID for Payer:
- Select Payers & Recipients from software top Menu and then Select Manage Payers & Recipients
- Next select Payer Company & then click on View/Edit button located next to Payer address
- Select the State ID button
4. Enter the State Code and State ID then Save
6. Next click on Update button & Click on Close button and then Click Save button to Save Payer Company which should now have corresponding State ID so you may proceed to create Tax Forms.
NOTE: State ID will auto populate on Tax Forms within Software by simply entering State Abbreviation on Form
(Use below Support Article link for information on State ID Validations as needed):
https://support.custsupp.com/hc/en-us/articles/11593907659931-State-ID-Number-Validations
NOTE- Payer Type, Employer Kind: When creating a W-2 you Must select from the drop down box the kind of payer and employer you are such as:
Payer Type: (941, 945, 944, Military, Railroad, Household Employee, Medicare Govt Emp)
- 941 - Employer's QUARTERLY Federal Tax Return
- 944 - Employer's ANNUAL Federal Tax Return
- 943 - Employer's Annual Tax Return for Agricultural Employees, and you file Form W-2 for agricultural employees.
- Military - You are a military employer and you file Form W-2 for members of the uniformed services
- CT-1 – You are a railroad employer and you file Form W-2 for employees covered under the Railroad Retirement Tax Act (RRTA)
- Household employer - You are a household employer, you file Form W-2 for household employees, and you do not include the household employees' taxes on Form 941 or Form 943
- Medicare government employer - You are a U.S., state, or local agency and you file Form W-2 for employee’s subject only to the 1.45% Medicare tax
Employer Kind: (None Apply, 501c, State/local non-501c, State/local 501c, Federal govt)
(Use below link for instructions on creating Recipients):