Year End Tax ReadyForms Delivery Definition

How to create a ReadyForms Delivery Definition to use for Year End Tax. 

• Tyler Forms
• ReadyForms
• Enterprise Forms
• Year End Tax
• Delivery Definitions
• 1095
• 1099
• W2
• W2 Corrected
• Print
• Email
• Archive
• Presets

Informational

1. In Enterprise ERP, navigate to: TylerMenu >System Administration > Printer / Device Administration > ReadyForms > Delivery Definitions
2. Click the Add button to create a new Delivery Definition
3. Choose the form type from the Document Model dropdown
4. Enter the name of the Delivery Definition.
   1. We recommend defining the year, as a new one will be needed each year, for example 2024 W2
   2. For W2-C (Corrected) there is only one Demo Template which it can be used for any year: No new W2 Corrected template created for current tax year 
      1. The W-2C Template does not have the Year hardcoded to it. The tax Year comes via the data file from Enterprise ERP: 
      2. Only one ReadyForms Delivery Definition for this can be created and used for current and previous 5 years.
      3. RF Delivery Definition example name: W2-Corrected
5. Click Accept in the top ribbon to save the definition
6. Create the different Steps depending on how the forms will be processed (Print, Email, or Archive) 
   1. Print
      1. Click the Add button from the Steps section (middle left panel) to create a new step for the Delivery Definition
      2. Enter the name of the Step being created, Print under Step Details
      3. Select the template to be used in the step, this will likely be titled similarly to 2024 W2 Print
         1. Be sure only one template is selected per step
      4. Under Actions, select Print and assign the printer to be used from the Printer Name dropdown:
         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
      5. Click Accept in the top ribbon to save the step
   2. Email - 1099s cannot be set to email: 1099 Email Action is grayed out 
      1. Click the Add button from the Steps section (middle left panel) to create a new step for the Delivery Definition
      2. Enter the name of the Step being created, Email under Step Details
      3. Select the template to be used for this step, this will likely be titled similarly to 2024 W2 Email
         1. Be sure only one template is selected per step
      4. Under Actions, select Email and them complete the requested fields
         1. Email tokens can be used to enter the data fields into the email subject or body. The Email Tokens button it the first button under the Actions section
      5. Click Accept in the top ribbon to save the step
   3. Archive
      1. Click the Add button from the Steps section (middle left panel) to create a new step for the Delivery Definition
      2. Enter the name of the Step being created, Archive under Step Details
      3. Select the template to be used for this step, this will likely be titled similarly to 2024 W2 Archive
         1. Be sure only one template is selected per step
      4. Under Actions, select the Archive method you would like to use and then complete the required fields.
         1. Archive will archive the forms in TCM
         2. Download will download a copy of the forms to the user's local computer
         3. Save is a PDF copy of the forms that saves to:
            1. My Saved Reports
            2. Local archive to a specific folder/path location in the App server. 
      5. Click Accept in the top ribbon to save the step

As a note, a new Delivery Definition will need to be created for each tax year. We recommend naming each Delivery Definition with the applicable tax year for ease of use.

If you do not have access to create Delivery Definitions: Permission needed to update ReadyForms Delivery Definitions

If needing to add a ReadyForms Printer or if one does not appear in the printer dropdown: How to create an Enterprise Forms Printer Definition