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Hi Experts,
We have been using feature UTXTM for quite some time for generating combined tax files/reports for our entities who share FEIN but wish to have totals captured separately by company/PersA. Now we are looking to add end-user access (through SP01) to the spool files created by our support team using feature UTXSP, but are running into issues with the companies set up in feature UTXTM.
For example, tax co 0007 transmits for tax companies 0007, 0012, 0036 and 0055.
We have set up UTXSP (for Tax Form 941 in this example) as follows:
0007 Tax Co
TFRCL Tax form class
Q100
HRTR0007941
otherwise
0012 Tax Co
TFRCL Tax form class
Q100
HRTR0012941
otherwise
0036 Tax Co
TFRCL Tax form class
Q100
HRTR0036941
otherwise
0055 Tax Co
TFRCL Tax form class
Q100
HRTR0055941
otherwise
When the PU19 jobs are run, we only run for Tax Co 0007 and it produces all of the spool files for 0007/0012/0036/0055. However, the authorization codes attached to all of the spool files reads HRTR0007941 regardless of what tax company they are being produced for.
The end-users who should be gaining access to the spool files are our Payroll-Admin roles. In this example, the payroll admin person for 0007 should have access to all tax company reports, but payroll admin for each of the other tax companies should only have access to their own tax company reports. Can anyone shed any light on how we can accomplish this?
One additional question - is it a requirement to also set up UTXSS in order to be able to use UTXSP if we only want to grant access to spools using SP01? We do not want to grant end-users access to PU19 at this time.
Any suggestions are greatly appreciated. Thanks so much!
Ann
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