Enroll > 94x Client PIN screen

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For payroll compliance (annually licensed)

The 94X Client PIN screen allows you to create and transmit enrollment files for the clients for whom you will be filing 94x forms electronically. Note that you can filter the data that is displayed in the Client enrollment grid by using the filter at the top of the screen.

Choose Actions > Enroll > 94X Client PIN.

Fields & buttons

You can filter the data that is displayed in the Client enrollment grid by using the filter. For information about filtering data in screens, see the Searching and filtering data procedure.

The grid contains all clients that have neither a client PIN entered nor the Reporting agent checkbox marked in the Federal 94X Additional Information dialog. Mark the checkboxes for the clients you want to enroll. Use the filter to display fewer client records, if necessary.

Note: All fields for the client you are enrolling must contain information. This screen uses the information you have entered in the Main tab of the Setup > Clients screen. The Client Contact and Signature Name are entered in the Additional Contacts dialog, which is opened by clicking the Ellipsis button in the Additional Contacts section of the Main tab.

To view the information within the currently selected client enrollment files, click the Preview Selected button.

Click the Manage PINs button to open the Manage PINs dialog, where you can view the status of previously sent enrollment files and preview the contents of selected files.

Click the Transmit PINs button to create and send enrollment files for all currently selected clients in the grid. A copy of the file is stored in the file location selected in the Electronic/Internet/Magnetic field in the File Creation tab of the Setup > File Locations dialog.

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