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Use the Forms screen in the IRS GOLD system to to search, view, edit, and create IRS forms for customers at your institution. IRS GOLD is a year-end processing tool accessed in CIM GOLD. You can use IRS GOLD to process certain year-end forms that are required by the IRS to be sent to your customers at year-end. To learn more about IRS GOLD (and how to navigate this screen), see the IRS GOLD Overview help page.

 

IRS GOLD works hand-in-hand with the deposit and loan year-end process. Please review those two manuals in DocsOnWeb for more information:

 

•Loan Year-end

•Deposit Year-end

 

See the following topics:

 

•IRS Deposit Forms

•IRS Loan Forms

 

 

 

 

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