Content Comparison

How to setup and process 2024 Year End Tax via Enterprise Forms (ReadyForms)

Year end update for w2

You can find all Year End Tax information like upgrade version, stock and envelope to purchase, 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

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/22272/2024-year-end-code-release-matrix
2. Make Update ReadyForms version to latest version available. This is normally completed by site IT. If site is hosted by SaaS, further assistance needed, please create a case with SaaS support team.
   1. 2024 Year End Tax Templates (Forms) are pre-installed once ReadyForms version update is completed.
   2. 2024 Year End Tax package was released on ReadyForms version 2024.3.0, but we recommend to always install the latest version which is currently 2024.3.2: Update Enterprise Forms version via TylerDeploy
3. If Site purchased pressure seal stock, a change to the Template layout will be necessary. Please make sure your site has access to Enterprise Forms Administration.
   1. Enterprise Forms Administration can be accessed via TylerMenu > Forms > Enterprise Forms Administration or via the URL.
      1. You can find the URL in TylerDeploy under the Site Report section.
   2. Site IT can access Enterprise Forms using the Munis or tylerservice one of the Enterprise ERP admin accounts.
      1. Credentials to log in with these accounts can be found on the Site Report provided by Deployment Engineers or TSM.
      2. If Munis or tylerservice account does not no user accounts have access, please create a new case with TSM support.
      3. Any account that has access, can give other users access, please follow instructions on this article: Account cannot access Enterprise Forms Administration
4. 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.
5. Add physical printerCreate Printer Definition:
   1. On Prem sites: How to create an Enterprise Forms Printer Definition
   2. SaaS Sites: How to configure a printer for ReadyForms Printing by copying it from a Tyler Forms configured Printer
6. Create the RF Delivery Definition and Steps: Print, Email and Archive.
   1. Year End Tax ReadyForms Delivery Definition
   2. How to add Steps on ReadyForms Delivery Definition
   3. Testing Emails in non-production environment

Process the Tax form. Please create a case with EERP support team for assistance with processing the forms.

• Using the W-2 Wizard