2024 Year End Tax via Enterprise Forms

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

• 2024 YET
• Year End Tax
• EnterpriseForms
• ReadyForms
• Templates
• Stock

For the 2024 Year End Tax season we are moving to using Enterprise Forms (Ready Forms) only for Forms processing. This change will make it easier for sites to consume and easier for our support teams to support.

If your site is not currently using Enterprise Forms, please review this knowledge article for how to get started, most important is to make sure someone at the site has access to Enterprise Forms: How to prepare for Year End Tax 2024

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:

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/22124/2023-year-end-code-release-matrix
2. Make sure your site has access to Enterprise Forms Administration
   1. 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.
   2. 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.
      1. If Munis or tylerservice account does not have access, please create a new case with TSM support.
      2. If any account has access, in order to give other users access, please follow instructions on this article: Account cannot access ReadyForms Administration
3. Update ReadyForms to the latest version: Updating ReadyForms 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 a ReadyForms Printer
5. Create the RF Delivery Definition and Steps: Print, Email and Archive.
   1. Add a ReadyForms Delivery Definition
   2. How to add Steps on ReadyForms Delivery Definition
6. Process the Tax form

Stock:

• Enterprise Forms (ReadyForms) solution is only compatible with Blank stock. 
  • Pre-Printed stock is only used to print directly from Enterprise ERP (Munis) to a local printer.
• For specific stock number please refer to our Tyler Community page, under 2024 Supported Forms Stock: https://tylercommunity.tylertech.com/enterprise-erp/w/year-end-tax-processing-w2---1099---aca/22127/2023-supported-form-stock-for-preprinted-and-blank-forms
• We guarantee compatibility if stock is purchased here:  https://www.tylerbusinessforms.com/

Template changes:

• By default, all Year End Tax Templates are set as Cut Sheet, to change to Pressure Seal please follow instructions on this article: Updating ReadyForms Year End Tax forms to pressure sealed format
• To print instructions on the back of the Form, please review this: Enable Year End Tax instructions to print on the back of the form