Deposit Year-End Run Options Screen |
  
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Deposit Year-End Run Options Screen |
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Use the Deposits > Miscellaneous > Year-End Run Options screen to set up how you want year-end to be processed for your institution. The Year-End Run Options screen is mandatory when setting up your deposit year-end statements and documents in order to be IRS compliant. Once you are finished setting up this screen, click <Save Changes> and the system will automatically update your changes and apply them appropriately to year-end processing. Your FPS GOLD deposit banking representative will also be notified via e-mail concerning any changes made to this screen. FPS GOLD keeps a hard copy of your year-end setup.
Important: This screen must be completed by October 15 each year for successful year-end processing. |
This screen ensures that your year-end statements and documents are printed exactly as you want them to be printed or saved to GOLDView. If you need assistance in completing the options on this screen, please contact your FPS GOLD Deposit Banking Consultant.
See the following example of this screen:
Deposits > Miscellaneous > Year-end Run Options Screen
Using this screen you can establish what IRS forms are printed by FPS GOLD and sent to your customers using our mailing service. You can also request certain year-end reports be run. Reports are no longer printed by FPS GOLD. You can use GOLDView to print any reports you want to.
At the top of this screen is the person at your institution who is responsible for handling your institution's deposit year-end. Enter the name, email, and phone number in the Contact Name, Contact Email, and Contact Phone fields. FPS GOLD processes at night and on weekends. If we have a question during these hours, we must be able to contact someone who is authorized to make a decision, or the processing of your year-end information may be delayed until normal business hours. We won’t contact anyone in the middle of the night, but we will attempt to contact you in the early evening, Saturday, or Sunday.
The following sections explain how to use this screen to submit your request.