Forms missing from the Process Internet/Magnetic Files screen

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In Accounting CS, there are a few situations in which the Actions > Process Internet/Magnetic Files screen might contain no data, or be missing data for the client for whom you are processing payroll tax forms.

No payroll tax forms have been processed

No client payroll tax forms have been processed yet in the Actions > Process Payroll Tax Forms screen or the Actions > Edit Payroll Tax Forms screen.

The Filing copy checkbox not been marked

The application queues the electronic or internet/magnetic files for payroll tax forms only if the Filing copy checkbox is marked for a selected output method in the Print dialog (accessed via the Actions > Process Payroll Tax Forms screen or the Actions > Edit Payroll Tax Forms screen).

Access to a particular client is restricted

There is a client queued in an internet/magnetic file for which you do not have staff access to view.  As a result, Accounting CS hides any internet/magnetic files from being displayed in the Actions > Process Internet/Magnetic Files screen and displays one of the following messages.

Message 1 text

The [filename] file for [period end date] cannot be displayed, because access is restricted for one or more clients in that file.

You will need to contact a staff member with the necessary access to see and process the file.

Choose OK to continue. The application will display ONLY files that do not contain restricted clients.

Message 2 text

The [filename] file for [period end date] cannot be displayed, because access is restricted for one or more clients in that file.

To see and process the file, you can remove the restricted client. However, a staff member with the necessary access will need to reprocess the payroll tax forms for the removed clients.

Would you like to remove the restricted clients from the file?

If you choose Yes, Accounting CS removes the restricted clients from the file and then displays a report showing which clients were removed. In addition, the application changes the Status column in the Form selection grid of the Actions > Process Payroll Tax Forms screen to Not Processed on the form for the restricted client. If you choose No, you'll continue to the Process Internet/Magnetic Files screen without removing those clients.

In this instance (if you selected No at the message above), you will not see any clients listed on this screen for a specific filing jurisdiction or form. Once a staff member with access to view the queued client creates a file for that client, the other files will be displayed.

Accounting CS displays the Message 1 text above when the Disallow removal of restricted clients from internet/magnetic files checkbox is marked in the Preferences tab of the Setup > Firm Information > Firm screen; otherwise the Message 2 text is displayed when entering the Process Internet/Magnetic Files screen.

Note: Your administrator (or staff with the appropriate privilege) can do the following:

  • Give you access to the client within the Staff Access tab of the Setup > Clients screen.
  • Change the Firm preferences to display only the files you create and allow other staff to view only the files they create. To do so, go to the Preferences tab of the Setup > Firm Information > Firm screen and mark the Separate internet/magnetic files by staff checkbox to assign all future internet or magnetic files to the staff ID of the staff member who creates them.

Files are separated by staff

The Separate internet/magnetic files by staff option is marked on the Preferences tab on the Setup > Firm Information > Firm screen. If this is marked, you will see only the clients for whom you have processed payroll tax forms.

Note: When a staff person marks the checkbox (from an unmarked state), the application transfers any queued clients to his/her staff ID, and only that staff person will be able to create the Internet files for those clients.

You are re-processing files

The internet file has already been created for one or more of the clients you have selected in the Process Payroll Tax Forms screen. In this scenario, where you are re-processing one or more clients, the application appends the existing file and appears only in the Manage Files dialog, which is accessed from the Process Internet/Magnetic Files screen. To create a new file for a specific set of clients, mark the checkbox for the file in the Manage Files dialog, click the Remove Selected button, and then re-process those clients.

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