Use the filtering fields to limit the number of clients that display in the Enrollment grid to those that meet specific criteria.

Choose either the Add Clients or Modify/Delete Clients option. When the Add Clients option is chosen, the Enrollment grid displays all Michigan clients who are not currently enrolled for Michigan electronic filing (all clients that do not have the Enrolled in e-Filing checkbox marked in the Michigan Additional Information dialog. When the Modify/Delete Clients option is chosen, the Enrollment grid displays all Michigan clients who are currently enrolled for Michigan electronic filing.

All fields in this grid must contain information before an enrollment file can be created. The Enrollment grid contains the following information.

• Selection checkbox. Mark the checkboxes next to the clients you want to include in the enrollment file when you click the Create button.
• Client ID and Client Name. The client ID and Client name are displayed in these columns and cannot be modified here. This information is populated from the Main tab of the Clients screen.
• Action. This column displays only when the Modify/Delete Client option is selected at the top of the screen. Select either M or D to specify whether to modify or delete the client in the file.
• POA Beginning and POA Ending. Enter the dates for the Power of Attorney to begin and end. These dates are used within the enrollment file and are required.
• Enrollment options. For each client in the grid, choose Yes or No in the enrollment option grid columns to specify what functions your firm will handle for the client and whether or not your firm will have power of attorney over a function for that client. Some of the enrollment options within the file are defaulted to either Yes or No. The options/columns are as follows.
  • Account Maintenance. Defaults to No.
  • Tax Issues and Assessments. Defaults to No.
  • POA: Confidential Info. Defaults to Yes.
  • POA: Oral/Written Comm. Defaults to Yes.
  • POA: Sign Returns. Defaults to Yes.
  • POA: Agreements. Defaults to No.
  • POA: Receive Tax Forms. Defaults to No.
• Hidden enrollment options. There are several fields within the Power of Attorney file that are not included in the Enrollment grid, because the application automatically defaults the answers as listed here. These answers cannot be modified from the application.
  • Unemployment Insurance Agency (UIA) account number. The application enters the client's Unemployment ID.
  • FEIN. The application enters the client's FEIN.
  • Reports and Payments. Defaults to Yes.
  • Benefit Services. Defaults to No.
  • Work Opportunity Tax Credit (WOTC). Defaults to No.
  • WOTC Begin Date. Defaults to blank-filled.
  • WOTC End Date. Defaults to blank-filled.
  • Receives Claims Control Forms. Defaults to No.
  • Receives Contested Claims Forms. Defaults to No.

Click the Preview Selected button to view the selected client's enrollment files in a report format.

Click the Manage e-Enrollment button to open the Manage e-Enrollment Files dialog, where you can preview processed files in report or agency format, recreate files for a single client or in a batch, or delete the files for individual clients to delete them from the application.

The file location in which the enrollment files will be created is listed here. If you want to modify the file location, choose Setup > File Locations and modify the path in the Electronic/Internet/Magnetic field in the File Creation tab.

Click the Create button to initiate the creation of the e-Enrollment file. The file is saved in the file location listed at the bottom of the screen and also becomes available in the Manage e-Enrollment Files dialog.