This option allows records to be added, edited, or deleted within the EIN Database.


Note

Keeping company records up-to-date in the EIN database significantly speeds up data entry time.


 

The EIN Database is used to fill in company and employer names automatically, on the W-2, W2-G, 1098, 1099, 99C, 99G, 99M, 2439, 2441, INT and DIV screens. Every time a new EIN is used on one of these screens, the company or employer information is automatically added to the EIN Database. If the EIN of an entered company or employer already exists in the EIN database, its stored information is automatically filled in.


To access this tool, go to Tools > Edit EIN Database. The "EIN/Employer Database" dialog box opens.


Choosing a Company


To edit information about a company, type the company's name or EIN in Search Text. If the whole name of the company or the whole EIN is not known, enter part of the name or EIN and the application attempts to find the company for you. Double-click to select the appropriate name out of the list, or click once to highlight the name and press ENTER, or select the name and click Edit.


Add/Edit Company Information


Click New to add a company, or choose a company to edit. The "Edit EIN/Employer Listing" dialog box opens. The company's EIN, Name, Address, and State ID number can be entered. If the EIN is a Social Security Number, select the Social Security Number box.