You can find all Year End Tax information like: upgrade version, stock and envelope to purchase, EERP and Forms webinars also documentation/guides, in our Tyler Community page: https://tylercommunity.tylertech.com/enterprise-erp/w/year-end-tax-processing-w2—1099—aca This page is updated every year for the new tax season. You can also sign up to receive updates about the release date: Client Newsletter - The ERP Download Configuration steps: - Make sure Enterprise ERP (Munis) is on the correct code: https://tylercommunity.tylertech.com/enterprise-erp/w/year-end-tax-processing-w2---1099---aca/22124/2023-year-end-code-release-matrix
- Make sure your site has access to Enterprise Forms Administration
- Access ReadyForms via Munis > TylerMenu > Forms > Enterprise Forms Administration or via the ReadyForms URL. You can find the RF URL in TylerDeploy under the Site Report section.
- Site IT can access ReadyForms using the Munis or tylerservice accounts. Credentials to log with these accounts can be found on the Site Report provided by Deployment Engineers or TSM.
- If Munis or tylerservice account does not have access, please create a new case with TSM support.
- If any account has access, in order to give other users access, please follow instructions on this article: Account cannot access ReadyForms Enterprise Forms Administration
- Update ReadyForms to the latest version: Updating ReadyForms Update Enterprise Forms version via TylerDeploy
- Year End Tax Templates are pre-installed.
- Even though Year End Tax Templates are released on a specific version, we recommend to always install the latest version which will include any possible bug fixes found after the release date.
- Add physical printer: How to create a ReadyForms an Enterprise Forms Printer
- Create the RF Delivery Definition and Steps: Print, Email and Archive.
- Add Creating or Adding a ReadyForms Delivery Definition
- How to add Steps on ReadyForms Enterprise Forms Delivery Definition
- Process the Tax form
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