Corporate Suite Exclusive Feature

Use the Reprint Tax Forms Wizard to create a PDF file for each form type containing successfully processed entries. In addition, a .TXT file is created which details all failed entries.  This is a subwizard of the Scheduled Job Wizard.


PREREQUISITES - ReprintScheduler.exe.CONFIG must be configured. CONFIG file is located in \Pro99CS\Tools\.  You can also download a copy here: ReprintScheduler.exe.Config

  • Line 9 -  <add name="CSDb" connectionString="server\instance;uid=sqluser;password=sqluserpassword;initial catalog=dbname;" providerName="System.Data.SqlClient" />
  • Line 21 - <add key="symmetricKey" value="A base64 encoded 256-bit key" />
  • Line 22 - <add key="symmetricVector" value="A random 40 character string" />


PowerShell Script: Generate 256-bit AES keyPowerShell Script: Generate 40 character string

PS C:\temp> $256AESKey = New-Object Byte[] 32
PS C:\temp> [Security.Cryptography.RNGCryptoServiceProvider]::Create().GetBytes($256AESKey)
PS C:\temp> Write-Host([Convert]::ToBase64String($256AESKey))
FJ1WZ3FnsP9pUIPRgTJ2Kw1E2Th4/9mGubZmobUuWoo=

PS C:\temp> -join (((48..57)+(65..90)+(97..122)) * 80 |Get-Random -Count 40 |%{[char]$_})
ZzVQEny0WlNARKb5DJ1CGJY59c4aDCxCrADfmRBh

Examples: 

<add key="symmetricKey" value="FJ1WZ3FnsP9pUIPRgTJ2Kw1E2Th4/9mGubZmobUuWoo=" />
<add key="symmetricVector" value="ZzVQEny0WlNARKb5DJ1CGJY59c4aDCxCrADfmRBh" />


Reprint Tax Forms Wizard

Only Administrators and Users with rights can access the Scheduler and manage Scheduler jobs. The specifications for the reprinted tax forms are set in the Reprint*.TXT file; which must be manually created by the user prior to this process.  See File Format Conventions below.

  1. From within the Scheduled Job Wizard, choose "Reprint Tax Forms”.
  2. Enter the name of Job, Initial Start date and Time as well as any dependencies (jobs that must be completed prior to this one).
  3. Select Job Frequency Detail to set the frequency of jobs.
  4. At the Reprint Tax Forms Parameters & Email Alerts screen, click the "Add" button.
  5. In the Reprint Tax Forms Wizard review important onscreen information.  Click "Next" to continue, go "Back" at any time.
  6. At the Select Source and Destinations Folders screen, the designated Folder to Reprint From must include the user's Reprint*.TXT file.  All generated files are placed in the user designated Folder to Reprint To. 
    • This is a Server run process; please map letter drives or use UNC to identify the folder.
    • IMPORTANT:  If the designated Folder to Reprint From contains more than one Reprint*.TXT file, ALL files will be automatically processed. 
  7. Specify Email Settings.  This individual receives email notification when the process is completed, failed or canceled.
    • A maximum file size for attached reports can be set.  To attach reports to email notification requires specific Email Server and Account Settings.  See onscreen details.
  8. At the Ready to Reprint Tax Forms screen review settings and click "Finish" to save Reprint Tax Forms settings and return to the Scheduled Job Wizard.


File Format Conventions

Prior to running the Reprint Tax Forms wizard, users must set reprint specifications in the Reprint*.TXT file. Users must manually create a .TAB delimited text file, in the following naming convention: Reprint_MMDDYYYY_Seq#.TXT, e.g., Reprint_03072016_Seq123456.TXT.  Here is an sample: Reprint_11082023_Seq1.txt


Text File Format is .TAB delimited with the following columns:  (Header row optional)

  • Col 1—Tax Year (e.g., 2016 or 2022)
  • Col 2—Form Type
  • Col 3—Filer PCode
  • Col 4—Recipient TIN
  • Col 5—Recipient Account Number
  • Col 6—TIN Masking:  0 = No Mask (default), 1 = Mask, 2 = PCode Filer Preference
  • Col 7—TaxRecID: Empty/Null = Ignore, Any Other Numeric Value = Match by TaxRecId
    • If TaxRecID exists, the following columns are ignored: Column 1 (Tax Year), Column 3 (Filer Pcode), Column 4 (Recipient TIN), & Column 5 (Recipient Account Number)


To submit a text file without any records to be reprinted, use the wording, "NO DUPLICATE [Form Type] TAX FORM REQUESTS".  This returns a failed file containing "No Duplicate Tax Form Requests".


Job Parameters - Configuration File Settings

When reprinting tax forms via Scheduler, users can create additional filters by manually editing the ReprintScheduler.exe.Config file.  On the Web Update workstation, this file is located in Pro99CS\Tools and can be opened and edited in Microsoft WordPad.


SettingValues
IncludeOriginal

Default Value—False (if not included in the config file)

Possible Values—True / False

  • True—The original version of a corrected 1099, along with the corrected version, will be returned (1099 series only).
  • False—Only the specified corrected version of a 1099 will be returned (omits the original version).

Full Text—<add key="IncludeOriginal" value="false" />

IgnoreW2SupersededInformation

Default Value—False (if not included in the config file)

Possible Values—True / False

  • True—If the W-2 record being returned is corrected (a W-2C) then the original, or superseded, W-2 will be omitted from the results.
  • False—If the W-2 record being returned is corrected (a W-2C) then the original, or superseded, W-2 is also returned with the results.

Full Text—<add key="ignoreW2SupersededInformation" value="true" />

AllowBlankTins

Default Value—False (if not included in the config file)

Possible Values—True / False

  • True—If the TIN on the desired record is blank/empty then this parameter allows users to pass "[BLANK]" in the reprint text file and will return results.
    • This allows users to return specific records that have a blank TIN but other identifying criteria, such as an Account Number.
  • False—If the TIN being passed in the reprint text file is blank/empty then the TIN field is ignored, not treated as a filtering factor at all, when filtering records to include in the results file.
    • That is, if a file passes a blank TIN, Tax Year, Form Type, PCode, and Account Number, then every record for that Tax Year, Form Type, PCode, and Account Number will be included (not only records with blank TINs).

Full Text—<add key="AllowBlankTins" value="true" />

AllowBlankAccounts

Default Value—False (if not included in the config file)

Possible Values—True / False

  • True—If the RCP Account Number on the desired record is blank/empty then this parameter allows users to pass "[BLANK]" in the reprint text file and will return results.
    • This allows users to return specific records that have a blank RCP Account Number but other identifying criteria, such as a TIN.
  • False—If the RCP Account Number being passed in the reprint text file is blank empty then the RCP Account Number field is ignored, not treated as a filtering factor at all, when filtering records to include in the results file.
    • That is, if a file passes a TIN, Tax Year, Form Type, PCode, and blank RCP Account Number, then every record for that TIN, Tax Year, Form Type, and PCode will be included (not only records with blank RCP Account Numbers).

Full Text—<add key="AllowBlankAccounts" value="true" />

ShowDoNotPrint

Default Value—False (if not included in the config file)

Possible Values—True / False

  • True—If the matched Tax Record has the “Do Not Print” indicator/checkbox checked then this will print the tax form anyways (it will ignore the indicator).
    • This allows users to return exactly what is sent in the Reprint Scheduler import file.
  • False— If the matched Tax Record has the “Do Not Print” indicator/checkbox checked then this will NOT print the tax form (it will respect the indicator).

Full Text—<add key="ShowDoNotPrint" value="true" />
 

 
  

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