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
• Enterprise Forms
• ReadyForms
• Templates
• Stock
• W2
• 1095
• 1099
• W2 Corrected
• ReadyForms Delivery Definition
• Printer Definition

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

Preprinted forms are still available for clients wishing to process Year End Tax without Tyler Forms/Enterprise Forms this year. 

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, 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. 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 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 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. Create Printer Definition: How to create an Enterprise Forms Printer Definition
5. 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
6. Process the Tax form. Please create a case with EERP support team for assistance with processing the forms.

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/22281/2024-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 Enterprise Forms Year End Tax Template 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
• How to modify Year End Tax Standard Templates

If you do not have access to Forms group in Tyler Community see Access to a new group in Tyler Community