Updating the Employer Identification Number (EIN) Database from the Prior Year
Each time an employer is entered on a screen for a Form W-2, W-2G, 1099-MISC, 1099-R, 1099-G, 8283, or 2441, that employer’s name, EIN (or SSN), address, and state ID number are automatically added to the EIN database.
To pull EIN information over from the prior-year software:
- From the Home window of the software, select Last Year Data > Build EIN/Name from 20XX (XX representing the prior year).
- Select the Prior year UltimateDR program location from the drop list.
- From the Build EIN Database and Name Index dialog box, select the indices you need to update:
- Both EIN and Name,
- EIN only, or
- Name only.
After updating, when you type an EIN into the Payer section of one of the listed forms and press Tab or Enter, the rest of the information will auto-fill.