Page Comparison

You can find all Year End Tax information like : upgrade version, stock and envelope to purchase, EERP Enterprise ERP 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-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:

1. Make sure Enterprise ERP (Munis) is on the correct code: https://tylercommunity.tylertech.com/enterprise-erp/w/year-end-tax-processing-w2---1099---aca/2212422272/20232024-year-end-code-release-matrix
2. Make sure your site has access to Enterprise Forms Administration
   1. Access ReadyForms Enterprise Forms Administration can be accessed via Munis > TylerMenu > Forms > Enterprise Forms Administration or via the ReadyForms URL.
      1. You can find the
      RF
      1. URL in TylerDeploy under the Site Report section.
   2. Site IT can access ReadyForms Enterprise Forms using the Munis or tylerservice accounts. Credentials to log in with these accounts can be found on the Site Report provided by Deployment Engineers or TSM.
      1. If Munis or tylerservice account does not have access, please create a new case with TSM support.
      2. If any Any account that has access, in order to can give other users access, please follow instructions on this article: Account cannot access Enterprise Forms Administration
3. Update ReadyForms to the latest version: Update Enterprise Forms version via TylerDeploy
   1. Year End Tax Templates are pre-installed. 
   2. 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.
4. Add physical printer: How to create an Enterprise Forms Printer Definition
5. Create the RF Delivery Definition and Steps: Print, Email and Archive.
   1. Creating or Adding a Year End Tax ReadyForms Delivery Definition
   2. How to add Steps on Enterprise Forms ReadyForms Delivery Definition
6. Process the Tax form. Please create a case with EERP support team for assistance with processing the forms.