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Managing Datasets |
  
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Managing Datasets |
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A Dataset is a collection of forms for a specific Company/Client/Payee. Datasets allow you to group forms in logical sets by company and by purpose.
Example: Company XYZ - filing forms
We create a (original) dataset for filing company XYZ forms.
Dataset: XYZ
A Dataset can contain all the forms for XYZ. W2s, 1099-Misc, 1099-Int, etc....
You can print and e-file all these forms.
Example: Company XYZ - additional forms need to be reported, but the previous forms have already been reported.
We create a new (second) dataset for Company XYZ
Dataset: XYZ Additional Forms
Add all the new forms. Print and e-file these forms.....
Example: Company XYZ - Need to correct some forms
We create a new (third) dataset for Company XYZ
Dataset: XYZ - corrections 1
Enter the corrected data, Print and e-file these corrections.
Managing Dataset files:
If you have a dataset from another workstation you want to add to your list, see
Adding an existing Dataset to the list.
If you used Magtax last year and want to get a copy of the data for use this year (without the amounts), see