Organization Information - Organization Tab

Access this tab with Administrative user rights using Organization>Organization Information.

Use this tab to edit the Name, Federal Tax ID, or 1099 State Withholding information assigned to the active organization. You can also use this tab to set an organization to be used specifically for testing purposes.

 

Name: If you want to change the name of the active organization, enter the new name here. The name listed here was assigned to this organization when it was created (File>New Organization). Note that when entering an organization name, you should avoid the use of symbols, such as | " / \ : * ? ; < > [ ] ' and #.

Server: The system displays the name of the server in which you are running.

Database: The system displays the database name for the active organization.

Currency: The system displays the primary or functional currency assigned to the active organization.

Fiscal Year-end: The system displays the active organization's fiscal year.

The Server name, Database name, Currency, and Fiscal Year-end date are display only. These items, which were designated when the organization was created (File>New Organization), cannot be changed.

This is a test organization for testing and new feature beta purposes: Select this option if you'd like the organization you're currently working in to be used for testing purposes only. Any changes made in this test organization will not affect your live production data.

Note: The new test organization settings will only take effect after you log out and back in to MIP.

Once you log back into MIP and have the test organization selected, you will receive a pop-up message that allows you to select a different organization or proceed with using the test organization.

**TEST** **TEST** **TEST** will display in the header next to the organization name to indicate that you're working in a test organization.

Federal Tax ID: Select FEIN or Foreign. Then enter or edit the federal tax identification number for this organization. If this number was already assigned (File>New Organization), the system displays it for you. When FEIN is selected, the system will mask the tax ID for Aatrix® reporting, using the following format ##-####### and limits the number of digits to nine.

Note: If the Federal Tax ID number is displayed but you select the other option button, the system will remove the number. You will need to click the Undo button or re-enter the Federal Tax Identification Number.

1099 State Withholding Information: This is the organization's default State and State Tax ID number. If you intend to withhold state or local taxes on 1099 distributions, enter your organization's default State and State Tax ID and for each Vendor, select the Issue 1099 for this Vendor check box on the Maintain>Accounts Payable>Vendors>1099 Information form. (See Important Notes about 1099s.)

• State: Select the organization's state from the drop-down list.
• State Tax ID: Enter the organization's state tax identification number.

IRS Tax Form Preference Form 990EZ, Form 990, Government - N/A: Select the organization's IRS tax form preference. Select Government N/A if you are not required to submit a 990 form. Or select the 990 form version that you want to report. Form 990 Line Numbers are assigned using the Maintain>Chart of Accounts form. You must manually enter the 990 Line Number assignments, the first time Form 990 is selected. It is recommended to review the 990 form line number assignments for each 990 form version using the Chart of Accounts List Report (Reports>Lists>Chart of Accounts). This would ensure that any modifications made to the line number assignments are reflected correctly in the selected tax form.