GLACIER REPORT 8 GLACIER REPORT 8 TRAININGTRAINING

““TAX FILE STATUS TAX FILE STATUS REPORT”REPORT”

This report is for who hasn’t updated their GLACIER This report is for who hasn’t updated their GLACIER Record yet, and only Admin 2’s can create this report.Record yet, and only Admin 2’s can create this report.

Incomplete (I), or Waiting for forms (W), or Complete Incomplete (I), or Waiting for forms (W), or Complete

(C) individual record status.(C) individual record status.

CLICK ON CREATE/VIEW/ PRINT REPORT (S)AND NEXT

CLICK ON REPORT 8 – TAX FILE STATUS AND NEXT

CHECK SEARCH BY TAX FILE STATUS.SELECT INDIVIDUAL RECORD INCOMPLETE (I) OR (W) WAITING FOR FORMS OR (C) COMPLETE RECORD. LEAVE BOTH ACTIVE AND INACATIVE RECORDS AND CLICK NEXT.

CHECKED BOXES ARE FOR YOUR REVIEW. YOU MAY UNCHECK THE BOXES OF EMPLOYEES WHO DON’T BELONGS TO YOUR DEPT. THEY WILL NOT BEINCLUDED IN YOUR EMAIL NOTIFICATION.

TWO METHODS FOR EMAIL TWO METHODS FOR EMAIL NOTIFICATIONNOTIFICATION

1.1. GLACIER SENDS EMAILGLACIER SENDS EMAIL

2.2. CREATE FILE FOR MANUAL EMAILCREATE FILE FOR MANUAL EMAIL

YOU MAY SEND EMAIL BY CLICKING ON “SEND EMAIL NOTIFICATION”. IT SENDS OUT THE EMAIL TO CHECKED FOREIGN INDIVIDUALS. USE WITH CAUTION

VIEW EMAIL TEXT BEFORE YOU SEND NOTIFICATION SEE NEXT SCREEN FOR EMAIL TEXT

TO SEND EMAIL VIA GLACIER:

VIEW EMAIL TEXT

CONTINUE EMAIL TEXT

NUMBER OF EMAILS BEEN SENT

TO SEND EMAIL MANUALLY RATHER THAN THROUGH GLACIER, CLICK “SAVE TO FILE” TO CREATE A FILE OF EMPLOYEES ON YOUR DESK TOP.

THIS WILL CREATE EXCEL FILE THAT THIS WILL CREATE EXCEL FILE THAT YOU CAN MODIFY AS DESIRED. IT YOU CAN MODIFY AS DESIRED. IT INCLUDES EMAIL ADDRESSES IF YOU INCLUDES EMAIL ADDRESSES IF YOU WISH TO SEND INDIVIDUAL OR WISH TO SEND INDIVIDUAL OR CUSTOM NOTIFICATIONS. YOU MAY CUSTOM NOTIFICATIONS. YOU MAY USE GLACIER EMAIL TEXT FROM “VEIW USE GLACIER EMAIL TEXT FROM “VEIW EMAIL TEXT” OR CREATE YOUR OWN. EMAIL TEXT” OR CREATE YOUR OWN.