W 2c Storyboard

Aut hor: Neil Tenzer
Version: 1.6
Last Updated: 05/26/2009

5/26/2009 Version 1.07 1
Change History
Date Versi on Author Descri pti on
03/30/09 1.0 N. Tenzer Gener al
- Updated letter boxes on the W-2c form to sync up with the current federal W-2c changes:
Tax Year: a to c
ER Fed EIN: d to b
ER Name, Add, ZIP: g to a
Prev EE SSN: h to f
Cor EE SSN: b to d
Prev EE Name: i to g
Cor EE Name: e to h
EE Add, ZIP: f to i
04/02/2009 1.0 N. Tenzer Box 12 Modi ficati ons
- Extended Box 12 input fields to allow for 2 characters to be entered.
04/03/2009 1.0 N. Tenzer
Automate W-2c Fi le Tr ansmi ssion to FACS
- On the History page:
Replaced File Name column with Confirmation Number column
Added Status column with options of In Progress, Submitted, Contact ADP Support
04/07/2009 1.1 N. Tenzer Automate W-2c Fi le Tr ansmi ssion to FACS
- On the Tax Services page, added inline error message to support files blocked from being sent to
Tax Services.
04/13/2009 1.1 N. Tenzer Bl ank W-2c
- Updated the ER and EE copies of the viewable/printable PDF blank W-2c forms.
04/14/2009 1.1 N. Tenzer
Bl ank W-2c
- On the Create a Form page:
Added a Create Blank W-2c button
- Added a Create a Blank W-2c page (a pre-form page) containing required fields used to generate
a blank W-2c.
- Removed data in the Previously Reported column in the W-2c form, so it clearly represents a
blank W-2c.

5/26/2009 Version 1.07 2
Change History Date Versi on Author Descri pti on
04/15/2009 1.2 N. Tenzer - On the Create a Blank W-2c page:
Changed the Save button to Next
- On the Tax Services page:
Removed the Download File button
- On Blank W-2c Form:
For Boxes 12 and 14, updated to include only one row displayed, and made both Corrected
data fields display as editable
04/27/2009 1.3 N. Tenzer - On Blank W-2c Form:
Changed Employer Address fields from read-only to pre-populated, but editable
- On the Create a Blank W-2c page:
Added a note for clients who do not have a FACS Code
- On the History page:
Changed Confirmation Number column heading to Tracking Number
05/06/2009 1.4 N. Tenzer - Added an additional page to the Create a Blank W-2c page
05/14/2009 1.5 N. Tenzer - Changed Tax Services to Amendment Files for all instances (link on Home page and tabs)
- On Blank W-2c Form:
City/town, State and ZIP Code fields for Employer and Employee address are broken into
separate fields
05/26/2009 1.6 N. Tenzer - On Blank W-2c Form:
City/town, State and ZIP Code fields for Employer and Employee address are combined into
one field

5/26/2009 Version 1.07 3
PRIVACY STATEMENT FEEDBACK TERMS AND CONDITIONS
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Last Updated 01 April 2009
Home
User ID: NTenzer@qaipay Log In: 01/18/2009 | 09:14:36 AM
Help
Administrative Interface
Manage Employee Earnings Statements
W-2 Statements
Support Documents
Manage Company Options
1099 Statements
Sample Letters
Quick Reference Guides
W-4 Assistant Display Settings
Paper Option Settings for W-2s and 1099s
Security
Resource Center
An Employee Needs Help
Support documents are displayed in PDF format and require
the Adobe Reader. Click the icon below to install the latest
version.
Security
Web Site
Whats New?
Paper Suppression Information
Whats New?
To view a document, click a link below.
To save a document, right-click a link and select Save
Target As
Create a Form
Manage Employee W-2c Forms
Mass Change
Edit Forms
All Forms
Print Services
Amendment Files
History
5/26/2009 Version 1.07 4
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W-2c Manager
2009 Automatic Data Processing, Inc.
Select a tax year and enter a Social Security number, and then click Find to display a form (W-2 or W-2c) for which you
want to create a W-2c. To refine your search, enter a FEIN and/or a name.
Mass Change Print Services Amendment Files History Edit Forms Create Form All Forms
FEIN:
Tax Year: 2008
SSN:
Name: Find
(First name, MI) (Last name)
Reset
Create Blank W-2c
Note 01: Upon landing on this page, the
Create Blank W-2c button is available.
Note 02: Clicking the button goes to the Create a
Blank W-2c (pre-form) page to gather necessary
information to set up a blank W-2c form.
5/26/2009 Version 1.07 5
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W-2c Manager
Create
Date
Last
Edited
Form
Type Name SSN
01/12/09 W-2 Hancock, John J 999-99-9999
FEIN
13-3036745
File #
0001231416
Notes
FACS
Code
AB12
Create Form
Note 01: If there are search results, the Create Form
button displays to the left of the Create Blank W-2c button.
FEIN:
Tax Year: 2008
SSN: 999-99-9999
Name: Find
Select a tax year and enter a Social Security number, and then click Find to display a form (W-2 or W-2c) for which you
want to create a W-2c. To refine your search, enter a FEIN and/or a name.
Mass Change Print Services Amendment Files History Edit Forms Create Form All Forms
Reset
Create Blank W-2c
Note 02:
The Create Blank W-2c button functions as both dependent and independent
of the radio buttons when results display.
For most instances, if a user clicks the button after selecting a row, an error
message displays:
- (i.e., Cannot create blank W-2c from existing W-2/W-2c. Do you want to
create a W-2c using the selected file? Yes/No)
5/26/2009 Version 1.07 6
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W-2c Manager
Create a Blank W-2c
Next Cancel
Note 01: If only one PSS Code is available, it will display
as read only. If more than one are available, a drop down
list will display as required with a default of Select.
Tax Year: Select
PSS Code:
FEIN:
SSN:
File #:
Use this page to create a blank W-2c for an employee when no source document exists.
W33
PSS Code:
Select
5/26/2009 Version 1.07 7
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W-2c Manager
Create a Blank W-2c
Next Cancel
Note 01: This page displays only when two or more sets of
information exist based on the parameters entered on the
previous page. Selecting a radio button and clicking Next
goes to the blank W-2c form.
If only one set of information exists, the previous page will go
directly into the blank W-2c form.
Multiple sets of FACS company information exist for your entries on the previous page. Click to select the appropriate
set and then click Next.
Previous
Si te ID FACS Code FACS Br anch
1234 AB00 S5
1234 AB12 ST

5/26/2009 Version 1.07 8
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W-2c Manager
Create/Edit a W-2c
Preview Save Changes Cancel Print
Employers name, address, and ZIP code (a)
ABC nc
Services
Employees SSN (f)
Employers Federal EIN (b)
13-3036745
Address 1
City/town, ST, ZIP code
Tax year/Form corrected (c)
2008/none
Correct Information Previously Reported
First name, MI Last name
Employees Name (g)
Employees Address
Employees SSN (d)
Employees Name (h)
Address 2
Note 01: Letter boxes are updated to comply
with federal W-2c changes.
999-99-9999
Note 03: All employer and employee
information is pre-populated based on the
information entered on the pre-form setup
page. The Employers Address and the
Employees Name and Employees Address
fields remain editable when the information is
pre-populated.
Note 02: When creating a blank W-2c, the
Form corrected should be none.
First name, MI Last name
George J Smith
Employees Address (i) (See Instructions)
99 Jefferson Road
Address 1
Address 2
Parsippany, NJ 07054-1111
Address 1
Apartment 5B
Address 2
Anytown, NY 01212-1234
101 Main Street
City/town, ST, ZIP Code
City/town, ST, ZIP Code
5/26/2009 Version 1.07 9
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W-2c Manager
Create/Edit a W-2c
8 Allocated tips
10 Dependent care benefits
12 (See Instructions)
7 Social security tips
9 Advance EIC payment
11 Nonqualified plans
13
Statutory employee
Retirement plan
Third-party sick pay
Statutory employee
Retirement plan
Add Row to Box 12
Save Changes Cancel
2 Federal income tax withheld
4 Social security tax withheld
1 Wages, tips, other compensation
3 Social security wages
Correct Information Previously Reported Correct Information Previously Reported
Boxes 1 through 14
6 Medicare tax withheld 5 Medicare wages and tips
a
14 Other (see instructions)
Note 02: Correct Information for Box 12 is
expanded to allow for 2 character entries.
Note 01: All Previously Reported information is empty.
Preview Print
2009 Automatic Data Processing, Inc. PRIVACY STATEMENT FEEDBACK TERMS AND CONDITIONS Last Updated 01 April 2009 2009 Automatic Data Processing, Inc.
5/26/2009 Version 1.07 10
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14 Other (see instructions)
Create/Edit a W-2c
Add Row to Box 14
16 State wages, tips, etc.
17 State income tax
Add More State Corrections
15 State (see instructions)
Boxes 15 through 17
Employer state ID number
18 Local wages, tips, etc.
Boxes 18 through 20
19 Local income tax
Last Updated 01 April 2009 2009 Automatic Data Processing, Inc. PRIVACY STATEMENT FEEDBACK TERMS AND CONDITIONS Last Updated 01 April 2009 2009 Automatic Data Processing, Inc.
5/26/2009 Version 1.07 11
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W-2c Manager
Create/Edit a W-2c
Boxes 18 through 20
256 characters
Add a note that will be applied to the selected W-2c form.
For example, you may want to include the following information.
Reason for the change
Person/phone number of person requesting the change
Person making the change
Person approving the change
Add more Local Corrections
18 Local wages, tips, etc.
19 Local income tax
20 Locality name (see instructions)
Select locality from a list Enter a locality manually
State Locality and Code
5/26/2009 Version 1.07 12
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W-2c Manager
View/Print W-2c Forms
Employer Copy (Copy D)
Select the W-2c copies you want to view or print.
Note: The form(s) you have selected to view or print will be displayed in a PDF document with multiple pages.
Employee Copy (Copy B, C, 2, and Instructions)
OK Cancel
You have selected to print W-2c forms for an employee. W-2c
copies B, C, 2, and instructions will be sent to your printer.
Copies will also be made available to the employee online.
Note 01: If Employee Copy is selected and
any or the forms selected to print are in the
"Edit" mode, a warning message is
displayed.
Microsoft Internet Explorer
By printing Employee Copies of a
form(s), all changes will be finalized and
you will no longer be able to edit the
form. Do you want to continue?
OK Cancel
5/26/2009 Version 1.07 13
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W-2c Manager
Next
View/Print W-2c Forms - Employer Copy
Use the tool bar below to navigate and print the document in Adobe Reader.
Note 01: If both the employer and the employee copies are selected to be printed, the employer version is displayed first
and the Next button is displayed. The employee copy is displayed second and the Close button is displayed.
Note 02: If either the employer or the employee copy is selected, the Close button is displayed.
2008
13-3036745
999-99-9999
ABC Inc
Services
800 Any Road
George J Smith
101 Main Street
Apartment 5B
5/26/2009 Version 1.07 14
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W-2c Manager
Close
View/Print W-2c Forms - Employee Copy
Use the tool bar below to navigate and print the document in Adobe Reader.
Note 01: If both the employer and the employee copies are selected to be printed, the employer version is displayed first
and the Next button is displayed. The employee copy is displayed second and the Close button is displayed.
Note 02: If either the employer or the employee copy is selected, the Close button is displayed.
2008
13-3036745
999-99-9999
ABC Inc
Services
800 Any Road
George J Smith
101 Main Street
Apartment 5B
5/26/2009 Version 1.07 15
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W-2c Manager
FEIN: Tax Year: 2008 13-3036745 Start
SSN
567-45-1678
678-12-4356
765-23-9825
File#
0001262916
0001265116
0001283216
Last Modified
06/02/04
06/02/04
02/24/04
Name
Teller, David
Tenzer, Neil
Hancox, Stuart
There are forms (up to 10 listed below) in the selected FEIN that are open for editing. You must
complete (print or send to Print Services), or delete these forms before you can perform a mass
change.
All Forms Print Services Amendment Files History Create Form Edit Forms Mass Change
A mass change for this FEIN is already in progress.
Change Box 13
Note 01: Error
messages are
displayed after the user
clicks the Start button.
Use this process to locate and change Box 13 selections within an FEIN. To begin the process, select a tax year and
enter a FEIN, and then click Start.
5/26/2009 Version 1.07 16
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W-2c Manager
Create Forms
[9999] forms in the selected FEIN will be searched. A W-2c will only be created for forms that contain the
selected Previously Reported information. It may take [Time] to create the W-2c forms.
Check the boxes, under Previously Reported, as they were checked on the original form. Make your changes under
Correct Information. For example, if you checked Retirement plan on the original form by mistake, check Retirement
plan under Previously reported, but do not check Retirement plan under Correct information.
13
Statutory employee
Retirement plan
Statutory employee
Retirement plan
Change Box 13
256 characters
Add a note that will be applied to all W-2c forms created during this mass change.
Reason for the change and Name and Phone of person making the request
All Forms Print Services Amendment Files History Create Form Edit Forms Mass Change
5/26/2009 Version 1.07 17
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W-2c Manager
Select
Displayed Edit
Dat e SSN Name File# FEIN
FACS
Code Not es
01/30/08 123-45-6789 Oyle, Olive 0008756562 13-3036745 AB12 Edit Note
01/30/08 222-22-2222 Cyote, Wyle E 0001134567 13-3036745 AB12 Add Note
01/30/08 234-56-7891 Martian, Marvin 0008877550 13-3036745 AB12 Edit Note
01/30/08 321-12-4321 Muggs, Fred G 0003388447 13-3036745 AB12 Edit Note
01/30/08 345-56-6787 Cat, Felix T 0001151433 13-3036745 AB12 Edit Note
01/30/08 888-88-8888 Smith, George J 0001151416 13-3036745 AB12 Add Note
01/30/08 987-65-4321 Boop, Betty 0001151546 13-3036745 AB12 Add Note
01/30/08 999-99-9999 Smith, George 0001151416 13-3036745 AB12 Add Note
01/30/08 567-98-3456 Klien, Calvin 0001151321 13-3036745 AB12 Add Note
01/30/08 345-45-6789 Smith, Snuf f y 0001151420 13-3036745 AB12 Add Note
Delete
Mass Change Print Services Amendment Files History Create Form All Forms Edit Forms
This page shows W-2c forms that can be edited or deleted. To edit a W-2c, click the employee name.
Find Reset
Tax Year: 2008
SSN:
FEIN:
FACS Code:
Show Mass Change forms only
Edit Date:
Name:
(From) (To)
(mm/dd/yyyy)
Select All
Previous 1 2 3 4 5 6 7 8 9 10 Next Rows selected:0
50 Display rows per page
Are you sure you want to delete
these [999999] forms?
OK Cancel
5/26/2009 Version 1.07 18
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W-2c Manager
Select
Displayed Edit
Dat e SSN Name
Last
Pr int ed
Pr int
Ser vices
Tax
Ser vices File# FEIN
FACS
Code Not es
01/30/08 123-45-6789 Oyle, Olive 02/21/08 02/21/08 0008756562 13-3036745 AB12 Edit Note
01/30/08 222-22-2222 Cyote, Wyle E 02/21/08 02/21/08 0001134567 13-3036745 AB12 Add Note
01/30/08 234-56-7891 Martian, Marvin 02/21/08 02/21/08 0008877550 13-3036745 AB12 Edit Note
01/30/08 321-12-4321 Muggs, Fred G 02/21/08 02/21/08 0003388447 13-3036745 AB12 Edit Note
01/30/08 888-88-8888 Smith, George J 02/21/08 02/21/08 0001151416 13-3036745 AB12 Add Note
01/30/08 987-65-4321 Boop, Betty 02/21/08 02/21/08 0001151546 13-3036745 AB12 Add Note
01/30/08 567-98-3456 Klien, Calvin 02/21/08 0001151321 13-3036745 AB12 Add Note
01/30/08 345-45-6789 Smith, Snuf f y 02/21/08 02/21/08 0001151420 13-3036745 AB12 Add Note
View/Print
Mass Change Print Services Amendment Files History Create Form Edit Forms All Forms
Find Reset
Tax Year: 2008
SSN:
FEIN:
FACS Code:
Edit Date:
Name:
(From) (To)
(mm/dd/yyyy)
This page shows W-2c forms for the selected tax year. Employee names shown as a hyperlink can still be edited.
Previous 10 11 12 13 14 15 16 17 18 19 Next 50 Display rows per page Rows selected:3
Select All
5/26/2009 Version 1.07 19
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W-2c Manager
Add/Edit a Note
Save Cancel
256 characters (approximately 50 char. x 6 lines)
Add a note that will be applied to the selected W-2c form.
Reason for the change and Name and Phone of person making the request
Employee Name: Oyle, Olive
SSN: 123-45-6789
Note
5/26/2009 Version 1.07 20
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W-2c Manager
Select
Displayed Edit
Dat e SSN Name File# FEIN
FACS
Code Not es
01/30/08 123-45-6789 Oyle, Olive 0008756562 13-3036745 AB12 Edit Note
01/30/08 222-22-2222 Cyote, Wyle E 0001134567 13-3036745 AB12 Add Note
01/30/08 234-56-7891 Martian, Marvin 0008877550 13-3036745 AB12 Edit Note
01/30/08 321-12-4321 Muggs, Fred G 0003388447 13-3036745 AB12 Edit Note
01/30/08 888-88-8888 Smith, George J 0001151416 13-3036745 AB12 Add Note
01/30/08 987-65-4321 Boop, Betty 0001151546 13-3036745 AB12 Add Note
01/30/08 567-98-3456 Klien, Calvin 0001151321 13-3036745 AB12 Add Note
01/30/08 345-45-6789 Smith, Snuf f y 0001151420 13-3036745 AB12 Add Note
Send
Note 01: List is of all forms that can be sent to Print. (Forms
that have not been printed locally.)
Mass Change Edit Forms Amendment Files History Create Form All Forms Print Services
Find Reset
Tax Year: 2008
SSN:
FEIN:
FACS Code:
Edit Date:
Name:
(From) (To)
(mm/dd/yyyy)
This page shows W-2c forms for the selected tax year that can be sent to Print Services for mass printing and mailing.
50
Previous 1 2 3 4 5 6 7 8 9 10 Next
Display rows per page
Rows selected:0
Select All
Are you sure you want to send
[999999] forms to Print Services?
OK Cancel
5/26/2009 Version 1.07 21
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W-2c Manager
Send Preview Totals
Note 01: List is of all forms that can be sent to Tax. (Forms
that have been given to an employee; printed locally or Print.)
Mass Change Edit Forms Print Services History Create Form All Forms Amendment Files
Preview File
Find Reset
Tax Year: 2008
SSN:
FEIN:
FACS Code:
Edit Date:
Name:
(From) (To)
(mm/dd/yyyy)
This page shows W-2c forms for the selected tax year that have been sent to your employees and now need to be sent to
Tax Services. You can also download a copy of the file (in CSV format).
Select All
50
Previous 1 2 3 4 5 6 7 8 9 10 Next
Display rows per page
Rows selected:0
Are you sure you want to send
[999999] forms to Tax Services?
OK Cancel
Select
Displayed Edit
Dat e SSN Name
Last
Pr int ed
Pr int
Ser vices File# FEIN
FACS
Code Not es
1/30/2008 123-45-6789 Oyle, Olive 02/21/08 0008756562 13-3036745 AB12 Edit Note
1/30/2008 222-22-2222 Cyote, Wyle E 02/21/08 0001134567 13-3036745 AB12 Add Note
1/30/2008 234-56-7891 Martian, Marvin 02/21/08 0008877550 13-3036745 AB12 Edit Note
1/30/2008 321-12-4321 Muggs, Fred G 02/21/08 0003388447 13-3036745 AB12 Edit Note
1/30/2008 345-56-6787 Cat, Felix T 02/21/08 0001151433 13-3036745 AB12 Edit Note
1/30/2008 888-88-8888 Smith, George J 02/21/08 0001151416 13-3036745 AB12 Add Note
All selected W-2c forms were not sent to Tax Services. One or more forms halted this process
due to one of the following reasons:
- Edited and saved by another user
- Deleted by another user
- Selected for deletion
- Sent to Tax Services by another user
Note 02: Displays when errors prevent
the W-2cs to be sent to Tax Services.
5/26/2009 Version 1.07 22
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W-2c Manager
Preview Employer Amendment File
Year Form Org Eff. Date/Time Operator SSN
Employee's
Name
Employee's
Last Name
Employee's
Address
"Employee's
City
2008 W2C G2004
2008-09-25-
12.34.05.910000 999-99-9999
George
Smith Smith
1010 Maine
Street Anytown
2008 W2C G2004
2008-09-25-
12.34.05.910000 123-23-1234 Olive Oyle Oyle
12 Sprice
Street Anytown
2008 W2C G2004
2008-09-25-
12.34.05.910000 222-22-2222
Wyle E.
Cyote Cyote 1 Cave Ave Desert
2008 W2C G2004
2008-09-25-
12.34.05.910000 321-12-4321
Fred G
Muggs Muggs 432 First Ave Anytown
2008 W2C G2004
2008-09-25-
12.34.05.910000 234-23-5432
Mavin
Martian Martian 43 Ray Streey Anytown
Close
5/26/2009 Version 1.07 23
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W-2c Manager
Preview Employer Amendment File Totals
This page displays totals for the selected forms.
Close
By Fed EIN EIN # 22-2222222 Incorrect amt Correct amt Difference amount
client one
Nb. of records NR #
1 Wages, Tips Other Comp 2,876.43 3,456.09 579.66
2 Federal Income Tax 8,456.86 7,865.00 -591.86
3 Social Security Wages 8,745.09 9,098.56 353.47
4 Social Security Tax Withheld 1,878.78 879.00 -1789.78
5 Medicare Wages and Tips 987.00 867.34 -119.66
6 Medicare Tax Withheld 769.65 657.09 -112.56
7 Social Security Tips
8 Allocated Tips
Box 12 : Totals A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
5/26/2009 Version 1.07 24
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W-2c Manager
View File Download File
Tax Year: 2008 Find FEIN:
This page displays files that have been sent to Print or filed with Tax.
Mass Change Print Services Amendment Files All Forms Create Form Edit Forms History
Date Sent Sent by Sent to Tracki ng Number Status
08/02/08 Ntenzer@qaipay Employer Amendment 000111111 In Progress
03/24/08 Ntenzer@qaipay Employer Amendment In Progress
06/02/08 Ntenzer@qaipay Employer Amendment 000111222 Submitted
05/12/08 Ntenzer@qaipay Employer Amendment 000111333 Submitted
02/24/08 Ntenzer@qaipay Employer Amendment 000111444 Contact Support
02/08/08 Ntenzer@qaipay for printing W09_74_153335_20090217

Note 01: Changed Confirmation Number to Tracking
Number to support both FACS and Print clients.
Note 02: There may be instances when a record
is In Progress, but does not contain a confirmation
number, due to the record not being far enough
along in the process to receive a confirm yet.
5/26/2009 Version 1.07 25

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