This manual contains tips and step-by-step guidelines to help you complete year-end procedures quickly and efficiently.

In addition, you may want to read about Preparing for Year-End and Backing Up Your Financial Data. Or, select a topic from the list of common year-end tasks or the table of contents. You can also enter a search term to search year-end procedures.

Download a printable version .

Year-End FAQs

In the Form 1099 setup, we added a new option for you to print your state tax ID without withholding state income or state taxes.

If you need to correct your 1099s after they've been printed or e-filed from ACS, you can file a Form 1099 correction under the Period End Reports section.

The following states have tax changes for 2017: Idaho, Illinois, Kansas, and Maine.

Any vendor with invoices marked as 1099 and paid in the selected tax year receives a 1099. If the vendor is marked as a 1099 vendor during setup, all invoices for that vendor are marked as 1099 purchases unless you clear the 1099 option when entering invoices. For vendors not marked as 1099 vendors, you can mark an invoice as a 1099 purchase when entering invoices. After entering invoices, you can edit a vendor’s record to add or clear the 1099 option.
 

Maybe your ACS program has been installed on different computers since you tax e-filed last year. But, this year when you try to tax e-file, you're being prompted to create a new account.

Here's what you can do to avoid having to establish a new account (which would cause you to lose your e-filing history):

  1. Click Create Account.
  2. Enter the email address and password associated with the account as well as your organization's site information.
  3. Click OK.

If you can't remember the password, click Forgot Password? and a new password will be sent to the email address associated with the account.

Here's the official IRS documentation: https://www.irs.gov/pub/irs-pdf/iw2w3.pdf

Coming soon...