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Setting up Miscellaneous Data

The Miscellaneous tab of the Companies window requires optional information to show on printed reports.

 

 

  1. To access the Companies window, click Companies on the Data Entry menu.
  2. Click the Misc. tab and in the Signature Information section, type the Name and Title of the person signing the returns. PRPay prints these on the forms.
  3. Enter the PIN assigned by the IRS. If you don't have it, you can click the Apply for 944/941/940 PIN to request it.
  4. In the Third Party Authorization section, select the Permit a third party to discuss this return checkbox to authorize another person as a contact for the Social Security return. Complete the Name, Phone and PIN fields below.

The information entered on the Third Party Authorization section will be displayed on applicable reports.

  1. Type the company's name in the Business Name field.
  2. Select the Municipal Code from the drop-down menu.
  3. Select the Industrial Code from the drop-down menu.
  4. Click the Change of Address checkbox to indicate that you changed your address.
  5. Select an option from the NAICS Code drop-down menu.
  6. Select one option from the Company Type list.
  7. Click the Save button on the toolbar to save the changes.

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