Notes:

These apply to all form types.

Form Common Fields:

Field NameSizeType DescriptionNotes
See Filer Common FieldsFiler fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types.
See Form Specific FieldsFields specific to a particular form type.
Tax State 2CharacterOptional override for state reporting/filing

Form Source

12Character

Optional form source

Use to create filters/queries.  Not displayed when printed or filed.

Form Category

12Character

Optional form category

Use to create filters/queries.  Not displayed when printed or filed.
Batch ID12CharacterOptional batch ID for import or manual entryUse to create filters/queries.  Not displayed when printed or filed.
Alt Rcp Account60CharacterAlternate recipient accountCS Only
Rcp IMB31CharacterOptional USPS IMB codeCS Only

Accounting Date

6Date

Optional accounting date

CS Only
Print Code 11CharacterOptional print code 1CS Only
Print Code 21CharacterOptional print code 2CS Only
Print Code 31CharacterOptional print code 3CS Only
Do Not File1CheckboxOptional user do not file checkboxCS Only
Do Not Merge1CheckboxOptional user do not merge checkboxCS Only
Do Not PrintCheckboxOptional user do not print checkboxCS Only
Filter: RecType 12CharacterIgnore records that do not match this valueCS Only