Costpoint Help

Tax Forms Subtask

Configure settings related to the electronic delivery of tax forms.

Contents

FieldDescription
Tax Form

From the drop-down list, select which employee tax form to set up. Valid options are:

  • 1095-C
  • W-2/W-2c

Electronic Delivery

Field Description
From Enter the email address that will appear when tax forms are sent to employees' email address.

If this is blank, then the default address that will be used by ESS is Costpoint@deltek.com.
Subject Enter the e-mail subject that will appear when tax forms are sent to employees' email address.

If this field is blank, then the default email subject that will be used by ESS is: <Calendar Year>space<Tax Form>.
Body Enter the e-mail text that will appear when tax forms are sent to employees’ email address.

If this is blank, then the default e-mail text that will be used by ESS is: “The <Tax Form> is attached to this email.”

Parent Topic:

Subtask of Manage Taxable Entity Settings