Name: Blackbaud Financial Edge NXT® Tax Season Q&A Session
Uploaded: 2025-12-10T20:31:51.786Z
Duration: 48 min 40 s
Description: Blackbaud Financial Edge NXT® Tax Season Q&A Session

Transcript for "Blackbaud Financial Edge NXT® Tax Season Q&A Session": Hello, everyone. Good afternoon. Welcome to our webinar on how to prepare for the 2025 tax season with Financial Edge NXT brought to you by customer success. Thank you all for being here today. This is our first of two webinars this tax season. Today's session is focused on preparing for tax season, and January session will be focused on actually processing your ten ninety nines. Before we get started on prepping for tax season, we just wanted to go over a couple housekeeping items to improve your experience. First up is the webinar audio. It's broadcasted through your speakers, so if you encounter any audio or technical issues, a quick refresh of your browser is the best way to get it working again. On the top right hand side of your screen, you should see an option for q and a. Please use that to submit any questions that you have. We have a great team behind the scenes monitoring the q and a. We ask that in your questions, you'd be as specific as possible as we may have moved past the specific item in the presentation that you are referring to. We'll prioritize answering these questions on preparing for ten ninety nines today. If you've got any questions on a topic that is to come on our agenda, we ask that you wait until we get to that section in case we end up answering your question in the content we've prepared. Additionally, if you have any questions that are super specific to your organization's processes or setup, we most likely won't be able to answer those here given the amount of details we need to understand the full scope of the scenario. In this instance, we'd recommend utilizing some of our self-service resources that we'll be reviewing today or reaching out directly to support. Next to q and a, on the top right, you should see docs. This is where you can access several links and resources that we'll be mentioning today and download or bookmark for future reference. You'll also see the slides that we're reviewing. And finally, should you wish to rewatch a recording of today's session, you can use the link you used to join today. You'll also receive a link to the on demand recording of this webinar within twenty four hours via email. So multiple options on how to rewatch. You will be getting that link, but you can reference it as many times as you need to moving forward. During today's session, we will start with an overview of the updated tax season resource center. We'll review how to prepare for ten ninety nines. We'll review how to add adjustments to correct ten ninety nine amounts, and we'll review the changes you can expect to see in Atrix this year. Today, you'll be hearing from myself, Grace Walker. I'm based out of New York City, and I'm joined by Tegan Bisping, who's based out of Austin, Texas. We are knowledge engineers on the value and impact team here at Blackbaud. With that, I will pass things off to Tegan. He'll get he'll get us started. Hey everyone. It's great to see so many people here today. Some of you are veterans of Financial Edge and have been processing ten ninety nines with us for years. But for those of you who are newer to the process, I want to begin with a quick summary of some of the key points about ten ninety nine processing. HX is Blackbaud's partner for processing ten ninety nine forms. We actually have some of them helping out in the q and a today, which we greatly appreciate, and they'll be in our, helping out in our next session as well. Ten ninety nine miscellaneous and ten ninety nine NEC are the only two forms that are supported by FENXT. Data from FENXT exports into Atrix, and it will be displayed in a ten ninety nine preparer grid for additional review and validation prior to filing. And then as with last year, all processes can be completed through, the Financial Edge web view according including ten ninety nine processing, which will continue to happen in Atrix Cloud. To help guide you through the many tasks you may perform while processing your ten ninety nines, we have created a dedicated resource to consolidate all of the ten ninety nine information and make it easily accessible to you. We hope the tax season resource page gives you a clear step by step guide for processing ten ninety nines. You'll find the URL for the tax season resource page in the docs tab as well as on the registration email you received for this webinar. I'm gonna quickly stop sharing these slides now and share my screen for a quick demo of the tax season resource page. Alrighty. So at the top here, you'll see a search bar that will allow you to search within Blackbaud's knowledge base. Underneath that, we've got a link to our status page that can alert you to any incidents that may be occurring. If at any time you think you're experiencing an incident, we recommend you check this page to see if anything has been reported. Scrolling down here to the bottom now, we've got a section for additional resources. First is a link to our knowledge base article announcing updates to Atrix this year. Second is a link to the customer success on demand resource library, which will soon have a recording of a recent session that our advisory plus team hosted on tips and best practices for ten ninety nines. Next is a link to the FE NXT resource center, which has a ton of FE NXT resources beyond just the scope of tax season. And finally, we have a link to the Financial Edge tax season community where you can post questions and engage with other organizations. Over on the right hand side, we have a section for frequently asked questions. You'll see there are a handful of FAQ articles, which are a great place to look for product documentation on the ten ninety nine process or if you have any questions on any issues you may encounter when processing your ten ninety nines. And just a quick call out there, if you are not hosted with Blackbaud, there's a guide there for updating and installing Matrix. Scrolling back up now, we've got the main section of the page, the key topics. We've broken up the ten ninety nine process into four main steps. The first is preparing your data. Next is making any necessary corrections. Next is then processing those ten ninety nine's in Atrix. And lastly, ensuring that your records are configured correctly and that you're set up for success for future tax seasons. If you click on any of these steps, you'll be directed to the specific resources pertinent to that subtopic. For example, when we click on step two and then ten ninety nine miscellaneous, you'll see the ten ninety nine miscellaneous form itself. And if we hover over any of these boxes and click view instructions, you'll be brought to, exactly where in FENXT this data populates from. So if you needed to make any changes, you know where in FENXT you need to go. And then diving back into our slides here. In order to track ten ninety nine activity in FENXT, there are some components that need to be first configured. These are usually set up when Financial Edge first starts being used or as new users and vendors are added. When we navigate to settings, payables, and then org info, we can find the address that will appear on your ten ninety nine forms as well as your organization's federal and state tax ID numbers. You can enter your organization's EIN in the federal ID number field. If you file any ten ninety nines with the state, you'll enter the state tax IDs in the grid below. If you are not sure about your state IDs, you'll need to contact contact a tax professional or the state tax office for that information. Before the start of a tax year or whenever a new vendor is added, ensure that they are set up to correctly track your the ten ninety nine activity. On the vendor record, you can select the vendor type being individual or organization. Sorry. This this selection determines the format of the vendor tax ID number in Atrix, be it a Social Security number or an EIN. Grace, can you take over for me for a second? Absolutely. The selection determines the format of the VAX vendor's tax ID number, like Teagan said, either an SSN or an EIN. When you enter it into FENXT, those hyphens are not required. They'll be added when the TIN is formatted in Atrix. Ensure that you have the issue a ten ninety nine statement checkbox marked for the vendor since this indicates that the vendor is a ten ninety nine vendor. Once you check the check this box, the default ten ninety nine distribution fields appear. This is where you'll enter any default distribution, and it'll automatically populate on any new invoices that are created for that vendor. Taking a quick look here at our q and a, It looks like we've got a few questions coming in about these vendor defaults. It looks like one says, if you have a vendor set up as a ten ninety nine vendor, but there's a transaction that should not be included, can you exclude it? Great question. The answer is yes. You can totally exclude it. The ten ninety nine distribution that is added to the vendor record is only a default that's populated on the invoice. When you're creating that invoice, you can change the distribution, remove it entirely when you're creating that invoice. If the invoice was already paid, you can use a $10.99 adjustment to make that correction. We'll touch on those $10.99 adjustments more thoroughly in a little bit. But please keep those questions coming. Our team backstage is working as fast as they can to get those answers out, and we wanna make sure you've got all of the tools you need to, prepare for tax season successfully. Alright. Right. Sorry about that. In general, there are three processes that we recommend when validating your ten ninety nine data. So we're gonna go into each of these in a bit more detail in a few minutes. The first though, let me give a quick summary. The first, is to run a ten ninety nine activity report, which will provide a preview of the vendors and the amounts that will display on the ten ninety nine forms in Atrix. Next is the vendor query. That uses the total payment amount field, which is a secondary check to verify vendors' totals for the year. You're gonna compare this value to the value that shows up on the ten ninety nine activity report, and look for any discrepancies that there might be between the two values for each vendor. Then at the, the last step is for any, vendors where you found a discrepancy in those two values, you'll create an invoice query that drills down into the details of any vendor that has, that had the discrepancies between the activity report and the vendor query. That'll help you figure out, why that discrepancy is there. An important, item to remember is that October activity is based on the payment date for the ten ninety nine invoices, not the invoice date. The reason that we're using several troubleshooting steps is to validate the ten ninety nine data. There are times when vendors are not properly configured or invoices don't have the ten ninety nine distribution specified, and therefore, ten ninety nine activity may not be properly tracked. Over the years, we've identified a few common issues we see people having, so our troubleshooting steps are intended to help you locate and correct the data before filing your ten ninety nines. I see, I was noticing that someone had asked, earlier why a vendor would have a different ten ninety nine amount than the total that's paid from invoices. I think that they're referring to the vendor's total activity for the year versus the ten ninety nine activity, and there's a couple of reasons why this could happen. Adjustments would be probably the most likely, cause of the difference between an because an adjustment wouldn't be included in a vendor's ten ninety nine total activity, but it would show up in the ten ninety nine activity. Also, credit card payments don't count towards ten ninety nine activity. So if you have, invoices that are recorded as being paid by credit card, that's not going to show, up as part of the $10.99 amount for the vendor. We actually do have plans to talk about that stuff later on, so we'll get into a bit more detail. I'm gonna turn back to Grace for now, so she can give you a little bit more information about the tools that you can use to verify the accuracy of your $10.99 vendor amounts. Thanks, Tegan. Now we're gonna look into some of the troubleshooting steps more in detail starting with our ten ninety nine activity report. You can find the steps on creating this report in knowledge base article 202,938. This report is located in the report section under analysis where all of the reports are grouped together. If this is the first time you run the report, we suggest you run it without any of the content checkboxes marked. This will give you an idea of which vendors and amounts will show in Atrix if you didn't make any further changes. So if you were to file today, those are the vendors that would show up there. The screenshot across the bottom of this slide here, is a preview of what you would expect if you were to run the report. If you think something looks different this year, you're correct. This report was reformatted based on feedback we got in the FE NXT idea bank and support cases. In past years, the report showed two rows of stack data for each vendor. But this year, we flattened things out so that each vendor has a single row of federal amounts. We made this change so that when you guys are exporting the report to Excel, each vendor has one row, which allows for less manual manipulation of data and easier use of formulas for calculation and analysis. We hope that this change improves your overall experience with the ten ninety nine activity report. One of the questions we received in advance of the webinar today was how to hide the ten ninety nine box numbers that have no activity. Unfortunately, the columns of this report are static, so there isn't an option to remove any of this in the PDF that generates. But if you export the report to Excel, you can remove the columns as needed there. To quickly review how this report works, it's designed to show the vendors who currently meet the criteria to generate a ten ninety nine. Ultimately, those vendors will show an matrix when you're ready to process your ten ninety nines. These are the vendors who are both marked as ten ninety nine vendors and meet the box minimums. We suggest that everyone initially export this report to save a copy as your starting point. Once you've exported, save the report, you can go back into the report parameter and mark the checkbox for include vendors with ten ninety nine activity that are not marked as ten ninety nine vendors. When you rerun the report, check to see if there are any new vendors that appear. If so, you will need to review the vendor records to determine if they really should be marked as ten ninety nine vendors and edit those vendor records accordingly. Finally, we can go back to the report parameter and mark the next checkbox to include vendors with activity below ten ninety nine box minimums. Rerun the report a third time and see if this adds any new vendors. If so, you can review those vendor records as well to see if there are any invoices that are missing ten ninety nine distribution. Alright. So we've got our ten ninety nine, report run. Next up is the query. This is utilizing the total payment amount field of a vendor query, and this will tell us how much the ten ninety nine vendors were paid within a specific date range. Knowledge base article two zero five two two nine has a step by step guide for creating this query with the details of the exact criteria to be mindful of to get an accurate output, to then cross reference with your activity report. The idea is that when we've got our, ten ninety nine activity report and our vendor query, we can compare these two values together. And if any of the amounts are different, that would give us a clue as to which vendors need reviewing. Keep in mind, however, that just because a vendor amount differs between the report and query, that doesn't necessarily mean there's an issue. The ten ninety nine activity report includes ten ninety nine adjustments, whereas the query does not. The ten ninety nine activity report is looking only at invoice payments with a ten ninety nine distribution, but the query is pulling in all payments regardless of a ten ninety nine distribution. So like Teagan mentioned earlier, if an invoice is paid with a credit card, it will not have a ten ninety nine distribution regardless of vendor defaults because a ten ninety nine k would be issued by the credit card company for that payment. And finally, the ten ninety nine activity report will display amounts for each vendor split among the different ten ninety nine box columns if there are multiple, whereas the query is looking at the total amount for the vendor regardless of which ten ninety nine box is associated with the invoice. After you compare them, if you do find a vendor you'd like to drill down on to review their invoices, you can create an invoice query to help with that. The steps to create this query are located in knowledge base article two zero five zero two nine. Even though this is an invoice query, the fields we'll be using will come from the payment section because as we mentioned earlier, the ten ninety nine activity is based on the payments for the ten ninety nine invoices. On the criteria tab, you'll specify your payment date range, which is January 1 through December 31, and we wanna make sure to exclude voided payments. Next, we can select the vendor name or ID field. If you're using vendor name, just be sure to type in the vendor's name exactly as it appears on the record or the vendor will not be found. This is a text field, so we can't search for and then select the associated vendor record. It might be easier to just use the vendor ID, but you can choose whichever works for you there. And on the output tab, you can select a few more fields like invoice number, amount, 1099 box number, and ten ninety nine amount. On the results, we can see each invoice and whether or not they have a ten ninety nine distribution assigned. Looking at the ten ninety nine box column specifically, we can see that this vendor had two invoices with a ten ninety nine box number specified, but the third invoice is missing this box number. This could be intentional or it could be a data entry mistake, but this query would allow you to review the vendor's activity to see what changes need to be made. Oh, really quick here. I see several people asking us to repeat the knowledge base articles. I just wanted to remind everyone that they are linked in step one of that tax season resource page that we looked at earlier. So you can find all of those there. The URL for that, again, is in the docs widget on the top right of your screen. Okay. So, while Grace was talking, our q and a team was, pointing out a couple of questions for me to go through that people have been asking. It sounds like there's been a couple of people asking whether the queries that we've talked about are required in order to run the ten ninety nines. The answer to that is no. There are troubleshooting steps to help you validate your data. They're not required in order to process your ten ninety nines in Atrix, but they can be very helpful. So definitely something to keep in mind, as you're working through your preparations. You know, those are options there to help you identify any discrepancies that there might be in, the data, anything that might have been missed over the year. The other question that was brought up was, oh, whether there are, more details that we can provide on queries. People are, you know, asking if if there's more information. We do have to get through a lot still, so we are gonna recommend referring to the knowledge base articles. We've got knowledge base articles for each of those queries that work that walks through every single step in the query. Those are going to be most easily accessible by going to that tax resource, center that is, in the docs tab. Under step one, you'll find a link to the KBs that we've talked about. And so go ahead and use that, that tax resource page, to access the knowledge base information that we've discussed in the webinar today. I'm gonna give it back to Grace. Grace, you're on mute. Jumping back into things. Once you've gone through and verified the accuracy of your ten ninety nine data, you might come across an invoice or two that's missing ten ninety nine distributions or have the wrong box number selected. If these invoices are already paid and likely posted, you'll probably won't want to make any changes to those invoices specifically. But in this situation, we can instead create ten ninety nine adjustments to correct the vendor's total for the $10.99 amount for the year. Okay. $10.99 adjustments Sorry. oh, go for it, Tegan. The ten ninety nine adjustments are added directly to the vendor record, not individual invoices. So you can actually add one of those adjustments to correct missing amounts for several invoices instead of having to add, you know, an adjustment for each invoice. That's up to your business processes. The adjustment will update the vendor's total $10.99 amount from the tax year, in which it's dated. So, you'll see that change reflected on the vendor record. To make the adjustment, you would go to the vendor record in FENXT. You'll locate the ten ninety nine information tile, which is highlighted on the screen, and, you'll go into the, ten ninety nine information sorry. Actually, on the screen is the invoice. You'll go into there we go. The, ten ninety nine information tile on the vendor record. And under the, ten ninety nine adjustments section, you'll click the add button, to go ahead and add the 1099 adjustment. When you're adding it, you're gonna use the date for the current tax year, the the tax reporting year. If the vendor is missing ten ninety nine activity, you're gonna enter a positive amount to increase the vendor's $10.99 total. If the amount that's showing on the vendor record is overstated, then you'll use a negative amount, which would decrease the $10.99 total. And in the case where you maybe selected the wrong box number or the wrong state, you would add one, adjustment with a negative amount to remove the incorrect information. So a negative amount with the box number, for example, included. And then you'll do a second adjustment to add the corrected information. So then you'd add that second, adjustment with a positive amount and the corrected box number. Then you'll click save. After adding the adjustment, you'll see it show up at the bottom of the ten ninety nine information tile under the ten ninety nine adjustments section. Just as a side note here, you'll also notice that the there's a new date filter showing in the upper right corner of the October information tile. That is used to filter the data in the tile for the specific tax year. If the October adjustment didn't show at the bottom of your tile, then you'd want to check that filter to make sure that you've got the correct tax year information filtered. After you've made the adjustments, then you'll, also see changes to your ten nine to your, year to date amounts in the upper part of the ten ninety nine information tile. The upper left value includes the total $10.99 amount from invoices plus any adjustments that have been added for the year. This value is the value that it's actually gonna show in Atrix and on your ten ninety nine activity report. The amount in the upper right is specific to adjustments only. Just gonna take a peek real quick at the q and a section. Let's see. It looks like somebody is asking hold on a second. Let me make sure I'm understanding this. Okay. Yeah. So all of the vendors' adjustments regardless of year can still be viewed together if you're selecting show all. So the new date filter, it it will specify, whatever tax year you wanna look at, but there's a show all button if you wanted to see, you know, all of the adjustments that have ever been added to that vendor. So you can just change it to that. My bet is that most of you are probably going to select the the tax year that you're looking at, and that'll be how you keep the filter set. But that show all option is there. Just remember, one thing to keep in mind for that filter and any filter in FE NXT is that in the January, if you have a relative date selected like this calendar year or last calendar year, you'll wanna reset those filters so that the new year is you know, the the filters are based on whatever the new year is. So, if you had last this calendar year selected in 2025, in 2026, make sure that it's changed to last calendar year. So that's, gonna be impactful on your reports, your queries, the ten ninety nine parameter, and in this filter as well. Let's take a look. So, somebody else is asking whether a ten ninety nine adjustment would affect the GL account. The answer for that is no. The ten ninety nine adjustment is strictly isolated to the vendor record. The the the, you know, account balances in your GL won't be impacted at all for with that adjustment. So hopefully that helps. Alright. I wanna take a quick moment, sorry, to touch on some of the questions we received in the webinar's registration about importing ten ninety nine adjustments. This process is really simple and can be very helpful. In order to import, you'll create a CSV file like the one in the upper right corner of the slide here. Within your CSV file, you'll need to have columns for vendor ID, adjustment date, adjustment amount, ten ninety nine box number. And then if a state value is appropriate, you could include that as well. Then within FENXT within the, import or sorry. You'll you'll get to the import by going to settings, selecting import, and then you'll choose the payments tab the payables tab. You'll click add to create a new import, and the import, type would be a vendor import. On the parameters tab, you'll choose the option to update since we're updating the vendor record. We also recommend marking the checkbox to validate data only, then attach your CSV file. I just wanna emphasize here that the CSV file has to be saved, as CSV format or text file. It can't be an Excel workbook file. That won't work, in for the import process. Last but not least, the vendor ID, drop sorry. The, match records drop down needs to be selected to to use vendor ID, so that it, you know, matches the records based on the vendor ID. Then you'll go over to the fields tab and you'll map the fields to import. In our screenshot here on the bottom right, under the field to import column, we've got vendor ID and we've mapped that to the vendor ID column of the import file by highlighting the line in blue and then selecting the vendor ID from the available fields section, which, you can see here is noted in purple. Once the fields are all mapped, we can save and validate. As I mentioned earlier, we recommend, as a common practice to, validate your imports before actually importing them, just to ensure that there aren't any errors. If your validation is successful and or or once you've corrected any errors, that you found, you can mark the validation checkbox and select run-in order to complete the importing process. Once you've added necessary adjustments and verified that your vendor's ten ninety nine amounts are showing correctly on the ten ninety nine activity report, you can go ahead and do a test drive with your ten ninety nine data in Atrix. Then come January, you can complete your ten ninety nine processing. Diving into a couple other questions that we've seen a lot in the registration form for the webinar. There are a handful of questions on what state should be selected for ten ninety nine distribution or if a state is even required. If you're unsure about state requirements, we recommend checking with a tax professional about your specific state and local requirements. Not every state requires ten ninety nine filing, so this answer will vary. It looks like there are also a couple questions on why the state drop down is blank. If you're seeing that in FENXT when you try to click the state drop down and there's nothing to select there, If you go to settings, payables, and then org info, there's a grid at the bottom of that page, and you can enter in a state name and IDs there. Alrighty. Let's go back to the q and a and see what else we can cover here. It looks like there are a couple other questions on credit card payments and whether they're included or not. Credit card payments are not included in October NEC or ten ninety nine miscellaneous amounts. So if your $10.99 vendor was paid using a credit card, that amount is not included in your ten ninety nine NEC or miscellaneous. The credit card company instead will be issuing a $10.99 k for that payment. It looks like we've got a question as well about ten ninety nine r's for retirement income, like pensions or IRAs. Financial Edge supports only NEC and miscellaneous forms, so ten ninety nine r's will need to be taken care of elsewhere. And then let's see what else we've got coming in. Here's a good question on voiding payments and invoices. So when I void a payment and the invoice, will it create a ten ninety nine adjustment, or do I need to make the adjustment? No adjustment will be created. When you void the payment, it'll remove the amount from the vendor's $10.99 total, so you don't need to make a manual adjustment or any manual corrections there. Alright. I think that covers most of the questions we've got right now. I want to quickly touch on some changes that are coming to Adrixx Cloud this year. As a reminder, last year, we moved ten ninety nine processing into FE NXT by integrating with Adrixx Cloud, which meant that everyone with the f n x t will once again be processing your ten ninety nines in Atrix Cloud instead of the legacy version that you might have used in the past. That means you will not need to download anything to access Atrix from within f n x t. Once you launch your ten ninety nine parameter, you'll log in to Atrix with the same e file credentials you used last year. A couple reminders on that. Atrix Cloud requires that you e file your federal and state ten ninety nine forms. We recommend using Atrix complete efile service so that they can handle processing all of the forms for you. We have a new correction process this year for completed ten ninety nines. After you file your ten ninety nines for 2025, if you need to make any corrections, instead of contacting Atrix directly, you can launch your ten ninety nine parameter within FENXT and select the option to correct completed ten ninety nines. If you need to access a tax report from years prior to 2024 and these forms were efiled, you will continue to contact Atrix directly for this. Tax history for the 2024 year is available in FENXT on the tax report history tab within payables and then communication. The same will be true for the tax the 2025 tax year history once processing is complete of that as well. Alright. It looks like we've got a couple questions on getting an efile account. Just wanna touch on that quickly here for everyone. If your organization filed ten ninety nines using Adrixx efile last year, the same credentials should be used again this year. The Atrix e file account is linked to your organization's EIN, so this account will be used year after year. If you aren't sure what the credentials are, I know it was probably a little while ago that you needed them. There's a link on the Atrix login page to help you recover those credentials. And if you need to reset MFA for those credentials, you would need to contact Atrix directly for assistance with that. However, if you're new to Atrix Cloud, so you didn't efile last year, there is information in KB four seven six seven five about how to set up that Atrix efile account. Okay. To refresh everyone's memories, let's do a quick review of the steps to launch HX from within FE NXT. This way, you know, if anyone wants to practice in HX in advance, you're comfortable doing so. Within WebView, you're going to navigate to payables, communications, and then you'll click on the ten ninety nine forms tab. From there, you'll see any previously saved ten ninety nine parameters. And depending on your preferred workflow, you'll either open an existing ten ninety nine parameter or create a new one using the add button. If you select sorry. You can select which type of ten ninety nine you want to generate from the drop down. So that would either be a ten ninety nine NEC or a ten ninety nine miscellaneous. And if you need to generate both, then you'd run these separately as two different processes. So first, you'll run, you know, NEC, and then you'll, once you're done with that, you'll run miscellaneous or vice versa, whatever order you wanna do it in. For the date range, you'd select the values such as this calendar year, or 2025. And just a reminder, like I mentioned earlier, in January, if you're using those relative dates, make sure that you select the last calendar year, or stick with 2025, because you'll be processing your 2025 taxes this year. You can mark the checkbox to use an alternate payer or filer name for any changes that, that you have to your organization's name. And then, you'll enter the required fields or the contact information in the section, below that. Those are required fields. If you need to filter your data, so that you're only including certain vendors or, well, it's pretty much yeah. So if you're only wanting to include certain vendors, you could use the checkbox for including vendors with ten ninety nine totals below the IRS minimums. Then you can also select, vendors based on, you know, custom fields, things like that. Once you're done with your parameter, you can click the generate button to, launch. But if you click generate here, none of your changes, or that you've made or or the new settings you've put in the new parameter will be saved. So we recommend clicking save first, and then you can use the ellipses next to the parameter in order to select the generate button. At the bottom of your screen, you'll see the blue test, Toast message pop up. That'll turn to green, and there'll be an option then to log in to Atrix. So once you've clicked generate, your data is exported from f e n x t into Atrix, and now you'll start seeing Atrix screens, such as the login screen here on the left. As we mentioned earlier, if your organization has never e filed with Atrix before, you can follow the steps in knowledge base article five three one three two or go to efile.atrix.com to set up your account. This account is associated with your organization and tax ID number. Also in that screenshot, you can see the option towards the bottom to recover your username and password if you don't remember those. If you need help recovering your Atrix credentials, please reach out directly to Atrix. Those are Atrix credentials, so here at Blackbaud, we're not able to assist with those. While we aren't going to go into the detailed steps within Atrix for this webinar, that'll be coming in January session, we did wanna touch on a quick synopsis of the four general steps within Atrix. So the first couple windows you see are related to your company information. You'll then be taken to the Atrix preparer grid where you can review your vendor information. So if any corrections need to be made in the preparer grid, just be sure to make sure you make those corrections in FEMXT as well. Otherwise, you'll run into those errors year after year. The data goes from f e n x t into Atrix, but Atrix does not write back to f e n x t. So we just recommend as a best practice to allow you to identify any issues in Atrix. Just make sure you make those in f e n x t so that next year, you don't run into those as well. Once the data in the prepare grid is good to go, you'll be able to select and review your forms in the forms viewer. And then lastly, you'd be able to complete your e filing options there in Atrix. In order to ensure that we could devote enough time to the topics of this webinar, we're not gonna get into any more of the specific details about that process. I know everyone has a lot of questions and wants to make sure they file correctly. We did just wanna call out that if you wanted to get your hands on any resources for that now, there's a free elearning available from our FENXT within FENXT team within Black Body University. So we encourage you to check out, that video. It is linked in the docs tab as well. Additionally, it's linked in our tax season resource center. If you click on step three and then the second link there, you can find it. And it is also in knowledge base article two zero five zero one one. So the video is everywhere. All the resources are found in multiple places. We wanna make sure you guys have the tools you need to feel confident that you're gonna repair your ten ninety nines correctly. And then, again, we do have our January webinar coming up on January 14, and that'll be much more in-depth on the specifics of the ten ninety nine process within Atrix. And registration for that is also in the docs tab. Alright. So a few more questions that our team has, put forth for us to answer. Let's see. There was a question about whether AtriX Cloud has a test drive mode when processing ten ninety nines. At this point, you've you've actually probably heard both of us refer to test driving in Atrix. Back in the legacy version of Atrix that was accessed through, database view, there was a screen, that would pop up and ask you if you wanted to do a test drive. That basically would create a practice session that didn't have a draft. It kinda let people preview what their, data would look like. There there isn't an option for, like, a a formal test drive mode in Atrix Cloud, but the great news is you can keep regenerating the data, as many times as you want as long as you don't finalize and pay for your, sub your e file. So, you know, you can start those drafts over and over and over again, you know, as you're practicing your process and making sure that everything looks great. Let's see. Another question that we have here is, whether or not there's a cost associated with correcting completed ten ninety nine forms, which is a great question. When you're selecting your e file options in HX, there's gonna be a screen, towards the very end of your processing That's gonna ask you whether you want to delay submission or submit your forms immediately to the government. The two options, if you choose the one to immediately submit, then Atrix will go ahead and submit your forms right away. If you choose to delay, they will hold off submitting your forms until, right before the deadline. The great thing about choosing that delayed option is that, you can go back in if you realize that you, you know, have a correction. You can go back in and make corrections, right up until they submit to the government, and those corrections would be free. If they have submitted the forms because you chose immediate, then there's a cost associated to file corrections with the government so that there would be a fee there for that. But like I said, if you, you know, if you chose the option to delay and, you know, filed on the fifteenth but delayed the filing and then realized on, like, the twentieth or something that you needed to make a correction, because Atrix hasn't filed those forms yet, you wouldn't have to pay for the correction. Alright. Let's see what else we've got. It looks like we've got a couple questions coming in about which forms to purchase. If your database is hosted with Blackbaud, so you're using f n x t, you'll be using Atrix Cloud to efile your forms. There is no option to print any of the forms, so you don't need to purchase any forms. You don't need to worry about what forms you need. You're off the hook for forms. However, if your database is not hosted with Blackbaud, which means your database is on your own server or a third party server, you will have the option to either efile or print your forms. Atrix is approved to print federal and state forms on blank white paper, so you do not need to purchase the red official forms. The only forms that Blackbaud Forms specifically has available are the blank perforated forms, and that would be if you needed to print recipient copies. If you'd like to purchase those, they're available, but they are not necessary. And as we a question. Somebody asked, how do you know if you need to make corrections? Does Atrix tell you? Atrix will do a validation process, like an error validation process before you can even efile. So they'll make sure that all of the forms are filled out with in the correct manner. But they don't know what you've paid your vendors, so they can't check your amounts. If, you know, if you realize yourself that a payment didn't get included or if your vendor reached out to you and said that there was a problem with the amount that they received on their form, that's when you would need to make a correction. Great questions, though, everyone. And, again, we've got a whole team backstage answering those questions. So if you do have questions, please continue to drop those in, and they are answering them as fast as they possibly can. As we wrap up this session, though, I just wanna remind everyone about our next session on Wednesday, January 14 at 2PM eastern time. Thank you all so much for the great questions you submitted in advance of today and during our webinar. I know everyone is eager to get started and have a successful tax season. If we didn't have a chance to get to your specific question today, we will be reviewing all of the questions that were submitted after the fact, and we'll definitely incorporate, common topics and themes into our next session in January. Also, quick reminder to look at the docs widget on the right of your screen there to find a copy of the slides, the resources, and those videos again with the more detailed, Atrix side of things here. Yeah. Thank you for joining today. We look forward to seeing you again in January. We will hang out backstage for a little bit to make sure we've got, more answers to your questions, so we're not going anywhere just yet. But thank you for joining us today. Yeah. Thank you so much. I did notice one thing real quick. We're seeing a lot of positive feedback about the revamp of the October activity report, so so it's really exciting to hear. Keep those idea bank ideas coming to us as well because we are, you know, trying to follow-up on those, to make sure that we can improve the product for you guys. So that's my last little spiel. Thanks so much, everyone. Bye.