Individual

 

1.  If a form asks for a generic NAME field…

 

2.  If a form asks to enter your name and your spouse’s name…

 

3.   IF DIFFERENT Last  Name…

 

4.  For SALES and/or USE TAX RETURNS…

 

5.  For the Individual Profile ALWAYS flow Apt. No…

 

6.  If a box contains a validation…

 

7.  Dataflow Routing Number and Account Number…

 

8.  Vouchers…

 

9.  Optional Fields…

 

10.  DO NOT data flow “Marital Status”…

 

11.  EMPLOYER DATA / INFORMATION…

 

12.  Registered Agent…

 

13.  Change of Address type forms… 

 

14.  If PHONE NUMBER is not validated…

 

15.  If a form has no dataflow…

 

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