Navigation:  Year-end Processing > Deposit Year-end > Contact Person

Instructions

 

The instructions contained in this manual will help you better understand how to fill out the Client Year-end Reporting Setup Form for Deposits. If you have any further questions after reading this booklet on how to fill out the form, please contact Kimball Poulson via email kimballp@goldpointsystems.com, and he will be happy to answer any follow-up questions.

 

Contact Persons

 

Please fill out the contact person of the person at your institution who we can contact if any problems arise during IRS year-end processing. We may need to contact that person at odd hours during the night when year-end is processing.

 

You only need to fill out one contact person on the form if your institution does not use GOLDPoint Systems to process IRS year-end.

 

At the end of the Client Year-end Reporting Setup Form for Deposits we need a signature from someone at your institution verifying they have read the form and indicated any applicable fields.

 

 

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