IRS Form 8300

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You will have two opportunities to print the IRS Form 8300 when applicable.

 

1. The system will automatically give you the option to print this form when a customer's cash transaction total for the previous 12 months passes $10,000.  
2. If you opt not to print it at that time, you can go to the customer's screen to reprint Form 8300 anytime thereafter, provided you are using a laser printer.

 

If you are using an Okidata printer, you must print the form when initially prompted, or hand-write the form.

To reprint Form 8300:  

1. Go to Customer Activity and look up your customer.
2. Select B - Customer Processing.
3. Click A - Customer Info & Costs.
4. Select the Misc. Tab.
5. Click the "Reprint Form 8300" button.
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