Active/Inactive Employees/Recipients

Greg Hatfield Updated by Greg Hatfield

This option allows the user to mark employees/recipients as Active or Inactive and is accessed from the Utilities-Employee/Recipient Options menu on the Client List screen. For example, select Active/Inactive 941 Payroll Employees to display a list of 941 Payroll employees for the current client. Currently inactive employees will already be highlighted. You may select additional employees from the list by holding the CTRL key and clicking on the employee name. To select a group of employees that are next to each other, select the first; then, while holding down the SHIFT key, select the last employee. To select multiple employees that are not next to each other, hold the CTRL key down while selecting.

Users can click the SELECT... button to choose from several automatic selection options, including SELECT ALL and DESELECT ALL. Form recipients, such as W-2 and 1099, also will have the option to select all the recipients with incomplete forms. Incomplete forms are those that have only the recipients name and address but no amounts or other form data. Incomplete forms do not appear on the print list of the W-2/1099 printing screen. Typically these recipients were carried over from the prior year but were not completed in the current year. Check recipients (payroll employees and vendors) will have the option to select payees with no checks.

When finished click the ACTIVE/INACTIVE button. All selected employees will be marked as inactive and all others will be marked as active. Inactive employees/recipients can be hidden in the Client Folder.

See Employee/Recipient Options.

How did we do?

About Screen

Adding employers and payers to the Client List