Revised: 08/27/2013
Waiting List program
Go to Maintain>> Section 8 Tables>>Landlord Master
This program is used to enter and maintain Landlord information in the Waiting List module. This program is also available in the Section 8 module.
See Also:
At the top of the view are functions, such as Save and Clear. Click here for more information on functions.
Assign a unique alpha-numeric code for a new landlord. This field may be left blank to have the program assign the landlord number if it has been setup to do so. For an existing landlord, enter or select an existing landlord number to view or edit their information.
Landlord numbers are key values and may not be changed.
Enter the Last Name, First Name or Company Name (i.e. Doe, John or ABC Company) for a new entry.
For an existing sort key, enter or select the appropriate information to view the information for the landlord.
Enter the First Name, Last Name or Company Name (i.e. John Doe or ABC Company) for a new landlord or edit an existing landlord name.
Enter, edit or view a Landlord's address.
Enter, edit or view the city, state and zip code information for a landlord.
Enter, edit or view up to 2 phone numbers with Descriptions for a landlord.
Be sure to mark a new Landlord as active. Select Inactive for those landlords who have left the program.
Users may enter a designated type for landlords. This is a way to group landlords for reporting purposes.
For example: Use a type of MLTI to group landlords who have multiple properties in the program and SNGL to group landlords with only one property. These are only examples, other types may be used.
Select Male or Female for the landlord's sex.
Select one of the following for the landlord's race:
Asian/Pacific
Black
Hasidic Jew
Hispanic
Native
Other
White
Enter, edit or view the sort key for landlord checks. This field may be left blank if the main address information will be used for checks.
Enter, edit or view up to two lines of address information for the landlord checks. Alternate address lines may be left blank if the main address will be used for checks.
Enter, edit or view the city, state and zip code to be used for checks. The alternate check city, state and zip code may be left blank if the landlord's main address will be used for checks.
Enter or select an agent number to associate with the landlord or leave this field blank if the landlord does not use an agent.
Check the box if the landlord's check is to be sent to the agent. The agent should be setup to receive the 1099 for the checks and then will be responsible for sending a 1099 to the Landlord.
Select the Landlord ID type as one of the following if they will be receiving a 1099:
Federal EIN
SSN
Enter the Federal EIN or SSN for the landlord if they are to receive a 1099.
Click in the box to place or remove a checkmark.
If the vendor/landlord has returned their W9, a checkmark should be placed in the box.
Select the income type for the 1099. The most common type for landlords is 1. Rent.
Options for selecting are:
1. Rents
2. Royalties
3. Other Income
4. Federal Withholding
5. Fishing Boat Proceeds
6. Medical Payments
7. Nonemployee Compensation
8. Sub Pay in Lieu of Interest
9. Direct Sales > $5000.00
None Selected
Check this box if the Landlord is to receive a 1099 at the end of the year and fill in the federal identification and name control. 1099 information is not pulled for landlords who do not have this field checked.
Place a check in this box if you are doing backup withholding for this landlord.
When the "Send 1099" field is checked the program will insert name control information when this field is entered (by tabbing, clicking or entering).
For landlord files that do not have information in this field,name control information will be inserted when the file is saved.
The landlord file must have name control information if the 1099 will be submitted electronically.
Name control regulations can be found in Publication 1220 at www.irs.gov.
Note:
The Horizon Financial and Section 8 modules includes a name control generation program.
Type the address to where the 1099 is to be mailed. If 1099 information is pulled by 1099 Name Line and Address, the 1099 mailing address should be entered.
Enter the following landlord information as it is to appear on the 1099. These fields may be left blank if the 1099 will be pulled by the main landlord name and address.
Name
Address
City, State and Zip Code
If payments to the Landlord are to be directly deposited to their bank account, enter the routing information for the checks.
Direct Deposit information may also be entered using the Landlord Direct Deposit Update Grid in the Section 8 Module.
Enter the landlord's bank routing number. This field may be left blank if the landlord will receive a printed check.
Enter the landlord's bank account number. This field may be left blank if the landlord will receive a printed check.
For a demand/checking account, this information may be found on a voided check supplied by the landlord.
For a savings account, this information may be found on a deposit slip supplied by the landlord.
This field may be left blank if the landlord will receive a printed check.
Select one of the following account types for the direct deposit:
Checking/Demand Account
Savings Account
A check mark may be entered in this box to stop the direct deposit process for this vendor.
The online setup area is used to setup vendors or landlords with information that will allow them to access Horizon's web based document viewer.
The landlord will be able to view his/her direct deposit stubs and documents when this has been setup.
Enter an Email address for the vendor or landlord. This will provide notification, by email, when information has been placed on the web for viewing.
Enter the web login information for the vendor or landlord.
Enter an initial password for the landlord or vendor to access their web page in Horizon's DocumentViewer. After their initial login, the vendor or landlord may change their password. Password changes are not recorded or saved in the Landlord Master. If a Landlord/vendor forgets their password, they may call and have the password reset in the Section 8 Landlord Master.
This area is for users to set up additional tracking for text, dates and numbers for reporting purposes. These fields may be unavailable for entry if they have not been setup. If a field has been setup by users, enter the appropriate information.
This area is for entering text information relating to the landlord. All portions of a previously entered note may be edited.
Clicking the "new note" button will insert the current date in the Note Date field in preparation for entering a note.
Enter a date for the note in a mm/dd/yy format. Clicking the "New Note" button will insert the current date in the Note Date field.
The body of the note may be viewed by clicking or highlighting its Note Date or Subject.
Enter, view or edit the subject of a note.
The body of the note may be viewed by clicking or highlighting its Note Date or Subject.
Enter comments for Landlord/ in this area (for your information)
Notes may be viewed for a specific date by highlighting the Note Date or the subject.
Clicking the print note button will bring up a print dialog box. Select the appropriate printer and click print.
click the print all notes button to bring up a date range selection box. Enter a beginning and ending date for the range. Click OK to bring up a print dialog box. Select the appropriate printer and click print.
This screen is updated by the system and allows you to see monthly payment totals for the Landlord for the current year unless the rebuild has not been done, then the amounts displayed may be for more than one year.
YTD amount and previous year’s total payments are also displayed.
Note:
The payment information should be reset at the beginning of each year with Rebuild Landlord View Totals in the Section 8 Module.