Differences

This shows you the differences between two versions of the page.

--- ap:electronic_filing_of_1099 [2015/02/18 21:08 UTC] – add instructions for submitting the state file mike
+++ ap:electronic_filing_of_1099 [2016/03/01 01:53 UTC] (current) – [State 1099 Submission] highlight key parts of tasks; update button caption mike
@@ Line 47: / Line 47: @@
   - This will bring up a "Save As..." dialog box.  Verify the default file name and location are still OK, then click on the [Save] button.
   - Log in to the e-TIDES website: https://www.etides.state.pa.us/
-  - From the left-hand menu, click on the "File Upload" link
+  - From the left-hand menu, click on the "**File Upload**" link
-  - From the "- Select Tax System -" dropdown box, choose "Employer Withholding Tax" and click [Next]
+  - From the "- Select Tax System -" dropdown box, choose "**Employer Withholding Tax**" and click [Next]
-  - At the bottom of the page, click on the link "Choose File to Upload".  A popup window should appear.
+  - At the bottom of the page, click on the link "**Choose File to Upload**".  A popup window should appear.
-  - Click the radio button to the left of "1099-M Miscellaneous Distributions"
+  - Click the radio button to the left of "**1099-M Miscellaneous Distributions**"
-  - Click on the [Choose File] button
+  - Click on the [Browse...] button
   - Browse to the folder where the CSV file was saved earlier
   - Double-click the file that was just created
   - Click the [Submit] button
+  - The original page should refresh with the newly uploaded file; if the file is not shown, reload the web page
+  - Click on the radio button next to the file that was just uploaded, then click [Next]
+  - The next page to open is the "Select Columns" page; ensure the dropdowns are set as follows (left-to-right, top-to-bottom):
+    * Payer's PA Account Number
+    * Tax Year
+    * Recipient's SSN/EIN
+    * Recipient's Number
+    * Recipient's Name 1
+    * Recipient's Name 2
+    * Recipient's Street Address
+    * Recipient's City
+    * Recipient's State
+    * Recipient's Zip Code
+    * Rents
+    * Royalties
+    * Nonemployee Compensation
+    * PA State Income
+    * State Tax Withheld
+    * Payer's Entity ID
+    * Type of Entity ID
+  - Once these have been verified, click [Next]
+  - The next page will show the total number of Valid and Invalid Records; click [Insert Records]
+  - This completes the process; the final page should show the results of the upload; the Status should read, "File upload and import Finished Successfully"