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Adding a Contractor
PRPay allows you to enter several contractors for every
company and prepare several types of Informative Returns for them. To
add contractors to PRPay you can import
them and their payment data or enter them manually.
To add data manually follow these steps:
- From the Data Entry menu, select Contractors.
- Select the company from the Company
drop-down menu in the top-right corner of the screen.
- Click the Add button
on the toolbar, or click File
> New Contractor.
- Type the contractor's name in the Contractor's
Company Name (or Last Name) field.
- If the contractor is a company, leave the First Name field empty. If the contractor is an individual,
type his or her first name in the First Name
field.
- Type the contractor's bank account number in the
Bank Account Number field. If the informative includes dividends, make sure the bank acct. number is included.
- If the contractor is a company, type the contact's
name in the Contact: First and Last fields.
If the contractor is an individual, leave these fields empty.
- Enter the contractor's mailing address in the
Address fields.
- Enter the contractor's city, state, and zip code
in the City, State,
and Zip fields.
- Enter the contractor's telephone number in the
Telephone field.
- On the right side of the screen, enter the contractor's
Social Security Number (if it is an individual)
or the Employer ID Number (if it is a company).
This number is mandatory, and is displayed in the format 999-99-9999.
- Select the Allow duplicate
ID numbers check box if the same account number is used for several
contractors. This happens when a financial institution acts as fiduciary.
A hyphen appears after the account number.
- If you clicked the Allow
duplicate ID checkbox, enter any set of numbers after the hyphen
to diferentiate the accounts.
- On the Withholding
Percent field enter the withholding percent that the contractor
is subject to. PRPay uses this percentage to calculate the withholding
amount, if applicable.
- Click the Save button
on the toolbar or click File
> Save Changes.
How do I...
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