FINANCIAL INQUIRIES	

1

Background

Financial Inquiries (FI) allows producers and their authorized representatives* to view:

6 years of data for payments, collections and IRS form data

all years for debt

* Your local Service Center can help you establish representatives via the Representative Link Management System (RLMS).

2

Financial Inquiries URL

Select the following link for the FI application:

https://apps.fsa.usda.gov/financial-inquiries/

3

How Do Producers or Representatives Obtain Access to FI

The following is information on access to FI Level 2 eAuth for producers and representatives.

Level 2 eAuth Access

All producers and/or representatives must obtain Level 2 eAuth access.

Currently, eAuth is only available to individuals. A business or entity cannot register for Level 2 eAuth access.

The producer or representative can elect either of the following options to complete identity verification:

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1. Online Self-Service Identity Verification

Visit: https://identitymanager.eems.usda.gov/registration/index.aspx.

CLICK “Register for a Level 2 Account”.

Once the user applies for level 2 access, an e-mail will be sent explaining both the online self-service identify verification and in-person identify verification options. The e-mail will contain a link to the online identify verification process.

This verification process relies on United States credit history. If adequate history is not available, the producer or representative will receive a message indicating they must go to an office to complete the process.

When Level 2 eAuth is complete, the producer’s or representative’s local Service Center must link the eAuth ID to the producer’s or representative’s account.

2 . In-Person Identity Verification Through a Service Center Local Registration Authority (LRA)

The user may visit their local Service Center to establish Level 2 eAuth.

5

Producer and Representative Assistance

Producers or representatives needing assistance should use either of the following methods:

contact the eAuth Help Desk at 1-800-457-3642, choose Option 1

visit the local Service Center LRA for assistance.

6

Logging In to Financial Inquiries

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Producers and Representatives may log in using their level 2-eAuth user ID and password.  

Selecting Producer

If you represent two or more producers, you will see a ‘Customer Search’ screen.

Select the producer you wish to view.

Select “Submit”

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**Pickens, Jackie - FSA, Washington, DC (PJ-FWD) -**

Customer Summary

The following is an example of the Customer Summary Screen.

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Customer Summary (Continued)

The Customer Summary Screen displays the 5 most recent transactions for each of the following financial activities for the producer, if applicable:

“Payments” displays summary information on program payments

“Collections” displays collections received from the producer or on the producer’s behalf, including which program the collection was for and the amount of the collection

“Debts” displays the NRRS receivable ID, program, and outstanding principal for receivables and claims owed to FSA/CCC by the producer

“IRS Forms” displays a summary of amounts reported to IRS.

The user may select displayed records to view more details.

Each financial activity section on the Customer Summary Screen will display a link for user to “Search” for a specific item or range of items or “View All” records.

All FI screens are read-only.

10

Financial Inquiries Standard Links

The following links are standard throughout FI Menu on the left side of the screen to assist users with common functions.

Note: Unless you are a representative with access to multiple producer accounts, you will not have the ‘Customer Search’ option.
| Link                     | Functions                                                                                |
|--------------------------|------------------------------------------------------------------------------------------|
| Customer Search          | Allows user to search to look up a customer.                                             |
| Customer Summary         | Allows users to view customer’s five most recent:PaymentsCollectionsDebtsIRS Form Data   |
| Payments                 | Allows users to enter selection criteria for payment search                              |
| Collections              | Allows users to enter selection criteria for collection search                           |
| Debts                    | Allows users to enter selection criteria for debt search                                 |
| IRS Forms                | Allows users to enter selection criteria for IRS Form Type search                        |
| IRS Report Current Year  | Allows users to view IRS reportable information for the current year                     |
| IRS Report Previous Year | Allows users to view IRS reportable information for the previous year.                   |

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The following is an example of the Payment Section.

Payment Section

CCC Debt offsets, Tax Withholdings and other deductions may cause the Gross Benefit to be more than the Net Payment.

12

Payment Section(Continued)
| Field                                                                | Description                                                                                                                                                                                                                                                                                                                              |
|----------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Number of payment records displayed of the number available (X of X) |                                                                                                                                                                                                                                                                                                                                          |
| Payment Date                                                         | Date payment was issued                                                                                                                                                                                                                                                                                                                  |
| ACH/Check Number                                                     | ACH:   Automated Clearing House (ACH) number which is assigned to trace the disbursement through the financial institution processing from the Federal Reserve Bank to its final account deposit.Check: Payment identification number which is either the check number, or for payments fully offset, the Payable ID will be displayed   |
| Gross Benefits                                                       | Amount earned from the program payment                                                                                                                                                                                                                                                                                                   |
| Net Payment                                                          | Amount disbursed after deductions                                                                                                                                                                                                                                                                                                        |
| Search                                                               | Link to allow users to select criteria for payment search                                                                                                                                                                                                                                                                                |
| View All                                                             | Link to view all records                                                                                                                                                                                                                                                                                                                 |

The following table describes the Payment Section Screen fields.

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Payment Detail

From the Payments section, CLICK the applicable date under the “Payment Date” column.  The “Payment Detail” Screen will be displayed.

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Payment Detail (Continued)
| Field                          | Description                                                                                                  |
|--------------------------------|--------------------------------------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                                                    |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                                                 |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                                      |
| Payee Name                     | Individual who received program payment (may be the producer, an assignee, other agency, or alternate payee) |
| Payment Date                   | Date payment was issued                                                                                      |
| Total Payment Amount           | Net payment amount disbursed                                                                                 |
| State                          | State responsible for issuing the payment                                                                    |
| County                         | Service Center responsible for issuing payment                                                               |
| Check Number                   | check number issued by Treasury,  if payment was fully offset no check or ACH information will be displayed  |
| Payable ID                     | System-generated internal identifying number (NPS Payable ID)                                                |
| Program                        | Program description in which the payment was earned                                                          |
| Reference Number               | Reference type and number assigned by the program application                                                |
| Program/Crop Year              | Crop year, program year, calendar year or budget year, if applicable.                                        |
| Gross Benefits                 | Amount earned from the program                                                                               |
| Deductions                     | Amount subtracted from gross benefit amount                                                                  |
| Net Payment                    | Amount remaining after deductions and other payments, such as Assignments or Debt Offsets                    |

The following table describes the Payment Detail Screen fields.

15

Payment Deductions	

The following is an example of the “Payment Deductions Screen” with an “Assignment” deduction type.

Deduction types include the following: 

Assignment

Foreign Person Tax Withholding

FSA/CCC Debt Repayment

Involuntary Tax Withholding

Voluntary Tax Withholding

The deduction type will display details about the recipient of the funds deducted from the payment and the check or ACH information, if applicable.

16

Payment Search Screen

From the Payments Section of the Customer Summary Screen, CLICK “Search”. The Payments Search Screen will be displayed.

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Payment Search Screen (Continued)
| Field                           | Description                                                                                                                                                          |
|---------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Customer                        | Individual who earned the payment                                                                                                                                    |
| Last 4 digits of TIN            | TIN of individual who earned the payment                                                                                                                             |
| Information as of (mm/dd/yyyy)  | Date information was last updated in FI                                                                                                                              |
| Payment Date Range (mm/dd/yyyy) | Beginning and ending issue dates                                                                                                                                     |
| Program                         | Select the applicable program(s) from the dropdown box.                                                                                                              |
| Gross Benefit Amount Range      | Enter the minimum and maximum dollar amount of the benefit.  If a payment was offset for debt, assignments, etc., the amount received will be less than the benefit. |
| State                           | State in which payment was issued                                                                                                                                    |
| County                          | Service Center in which payment was issued                                                                                                                           |
| ACH/Check Number                | ACH or Treasury check number.                                                                                                                                        |

Select or enter the following search criteria as needed.  Selecting “Search” without specifying criteria will return all available payments.

Click:

“Search” to process the selection and display “Program Benefits” screen

“Clear” to remove all information entered in the fields

Search Screens may also be accessed under the FI Menu on the left for: Payments, Collections, Debts, and IRS Forms.

18

Program Benefit Screen

From the Payment Search Screen, CLICK “Search” to process the selection and display the Program Benefit Screen with the search results.

The Program Benefit Screen will only be displayed if “Program” is selected as search criteria.

19

Program Benefit Screen (Continued)
| Field                          | Description                                                                                                          |
|--------------------------------|----------------------------------------------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                                                            |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                                                         |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                                              |
| Program                        | Search criteria that is selected, will be displayed, if applicableExample: “Program: Facility Loan-Farm Storage”     |
| Payable ID                     | System-generated internal identifying number (NPS Payable ID)                                                        |
| Payment Date                   | Date payment was issued                                                                                              |
| State                          | State responsible for issuing the payment                                                                            |
| County                         | Service Center responsible for issuing payment                                                                       |
| Reference Number               | Contract Number, Farm Number (depending on the program)                                                              |
| Program/Crop Year              | Crop year, program year, calendar year or budget year, if applicable                                                 |
| Prompt Pay Interest            | Amount of prompt pay interest paid, if applicable                                                                    |
| Program Benefit                | Amount earned from the program payment                                                                               |
| Totals                         | Prompt Pay InterestProgram Benefit                                                                                   |

The following table describes the Program Benefit Screen fields.

Selecting a date from the “Payment Date” column will take the user to the Payment Detail Screen to view details about the disbursement.

20

From the Payments Section of the Customer Summary Screen, CLICK “View All”. The Payment List Screen will be displayed.

Payment List Screen

21

The following table describes the Payment List Screen fields.
| Field                          | Description                                                                                                                                                                                                                  |
|--------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                                                                                                                                                                    |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                                                                                                                                                                 |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                                                                                                                                                      |
| Payment Date                   | Date payment was issued                                                                                                                                                                                                      |
| ACH/Check Number               | check number issued by Treasury,  if payment is a Direct Deposit, the label will indicate ACH Number, Trace Number, Bank Name and Account Number for the paymentif payment was fully offset, the NPS Payable ID will display |
| State                          | State responsible for issuing the payment                                                                                                                                                                                    |
| County                         | Service Center responsible for issuing payment                                                                                                                                                                               |
| Gross Benefit                  | Amount earned from the program payment                                                                                                                                                                                       |
| Deductions                     | Amount subtracted from gross payment amount                                                                                                                                                                                  |
| Net Payment                    | Amount remaining after deductions                                                                                                                                                                                            |
| Payment Totals                 | Gross BenefitsDeductionsNet Payment                                                                                                                                                                                          |

Payment List Screen (Continued)

Selecting a date from the “Payment Date” field will take the user to the Payment Detail Screen.

22

Collection Section
| Field                                                                   | Description                                                  |
|-------------------------------------------------------------------------|--------------------------------------------------------------|
| Number of collection records displayed of the number available (X of X) |                                                              |
| Collection Date                                                         | Date collection was recorded                                 |
| Program Description                                                     | Program in which collection was recorded                     |
| Collection Amount                                                       | Amount collected                                             |
| Search                                                                  | Link to allow users to select criteria for collection search |
| View All                                                                | Link to view all records                                     |

The following is an example of the Collections Section of the Customer Summary Screen.

The following table describes the Collection Section fields.

23

Collection Search Screen

From the Collections Section, CLICK “Search”. The Collections Search Screen will be displayed.

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Select or enter the following search criteria as needed.  Selecting “Search” without specifying criteria will return all available collections.
| Field                                           | Description                                                                                               |
|-------------------------------------------------|-----------------------------------------------------------------------------------------------------------|
| Customer                                        | Individual responsible for debt in which collection was made                                              |
| Last 4 digits of TIN                            | TIN of individual responsible for debt in which collection was made                                       |
| Information as of (mm/dd/yyyy)                  | Date information was last updated in FI                                                                   |
| Collection Date Range (mm/dd/yyyy)              | Enter the beginning and ending collection date                                                            |
| Program                                         | Select the program(s) from the dropdown box (only programs applicable to this customer will be displayed) |
| Collection Amount Range (Min/Max dollar amount) | Enter the minimum and maximum dollar amount of collection                                                 |

Collection Search Screen (Continued)

Click:

“Search” to process the selection and display “Collection Details” screen

“Clear” to remove all information entered in the fields.

Clicking “Search” without specifying criteria will return all available collections.

25

Collection Details Screen

Once “Search” is clicked on the Collections Search Screen, the Collection Details Screen will be displayed with search results.

If multiple records are displayed, sorting search results are available in either ascending or descending order by clicking the column heading.

26

Collections Details Screen (Continued)
| Field                          | Description                                                                                                              |
|--------------------------------|--------------------------------------------------------------------------------------------------------------------------|
| Customer                       | Individual responsible for debt in which collection was made                                                             |
| Last 4 digits of TIN           | TIN of individual responsible for debt in which collection was made                                                      |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                                                  |
| Program/State                  | Search criteria that is selected, will be displayed, if applicableExample: “Program: Loan-Soybeans, State-Minnesota”     |
| Collection Date                | Date collection was recorded                                                                                             |
| Program                        | Program description in which collection was received                                                                     |
| Program/Crop Year              | Crop year, program year, calendar year or budget year, if applicable                                                     |
| Reference                      | Contract Number, Farm Number (depending on the program)                                                                  |
| State                          | State responsible for collection                                                                                         |
| County                         | Service Center responsible for collection                                                                                |
| Collection Amount              | Amount of collections                                                                                                    |
| Collections Total              | Total amount of collection.                                                                                              |

The following table describes the Collection Details Screen fields.

Click “Back” to return to the Collections Search Screen.

If no search criteria are needed, Click “View All” from the Collections Section of the Customer Summary Screen.

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Debt Section

The following is in example of the Debts Section of the Customer Summary Screen.

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The following table describes the Debts Section fields.
| Field                                                             | Description                                                                                                                                |
|-------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------|
| Number of debt records displayed of the number available (X of X) |                                                                                                                                            |
| Receivable ID                                                     | Unique number assigned to producer’s debt by FSA’s National Receipt and Receivable System                                                  |
| Program Description                                               | Program in which debt originated                                                                                                           |
| Outstanding Balance                                               | Amount remaining on debt.  NOTE:  Balance does not include interest which may have accrued since the last activity occurred on this debt.  |
| Search                                                            | Link to allow users to select criteria for debt search                                                                                     |
| View All                                                          | Link to view all records                                                                                                                   |

Debt Section (Continued)

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Debt Search Screen

From the Debts Section, CLICK “Search”. The Debts Search Screen will be displayed.

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Debt Search Screen (Continued)
| Field                                                   | Description                                                                                                                                                                                                                               |
|---------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Customer                                                | Individual responsible for debt                                                                                                                                                                                                           |
| Last 4 digits of TIN                                    | TIN of individual responsible for debt                                                                                                                                                                                                    |
| Information as of (mm/dd/yyyy)                          | Date information was last updated in FI                                                                                                                                                                                                   |
| Date of Indebtedness Range (mm/dd/yyyy)                 | Date the customer originally incurred the debt. This is most commonly the date of payment for a program that as later determined to be overpaid.  (may sometimes be the date of the initial notification letter or the date of discovery) |
| Program                                                 | Program in which debt originated                                                                                                                                                                                                          |
| Original Principal Amount Range (Min/Max dollar amount) | Original amount of principal on a debt                                                                                                                                                                                                    |
| State                                                   | State in which the debt was incurred                                                                                                                                                                                                      |
| County                                                  | Service Center in which the debt was incurred.                                                                                                                                                                                            |

The following table describes the Debts Search Screen fields.

Click:

“Search” to process the selection and display “Debt List” screen

“Clear” to remove all information entered in the fields.

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Debt List Screen

Once “Search” is selected from the Debts Search Screen, the Debt List Screen will be displayed with search results.

The user has the options to: 

sort search results in either ascending or descending order by clicking the applicable column heading

select the applicable receivable ID number.

32

Debt List Screen (Continued)
| Field                                   | Description                                                                                                                                                                                                                               |
|-----------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Customer                                | Individual responsible for debt                                                                                                                                                                                                           |
| Last 4 digits of TIN                    | TIN of individual responsible for debt                                                                                                                                                                                                    |
| Information as of (mm/dd/yyyy)          | Date information was last updated in FI                                                                                                                                                                                                   |
| Program                                 | If search a criteria is selected, selections will be displayedExample: “Program: DCP-Direct”                                                                                                                                              |
| Receivable ID                           | Unique number assigned to producer’s debt by FSA’s National Receipts and Receivables System                                                                                                                                               |
| Program Name                            | Program in which the debt originated                                                                                                                                                                                                      |
| State                                   | State in which the debt was made                                                                                                                                                                                                          |
| County                                  | Service Center in which the debt was made                                                                                                                                                                                                 |
| Date of Indebtedness Range (mm/dd/yyyy) | Date the customer originally incurred the debt. This is most commonly the date of payment for a program that as later determined to be overpaid.  (may sometimes be the date of the initial notification letter or the date of discovery) |
| Original Principal Amount               | Original amount of principal on debt                                                                                                                                                                                                      |
| Outstanding Balance                     | Amount remaining on debt.  NOTE:  Balance does not include interest which may have accrued since the last activity occurred on this debt.                                                                                                 |
| Debt Totals                             | Original Principal AmountOutstanding Balance                                                                                                                                                                                              |

The following table describes the Debt List Screen fields.

Click “Back” to return to the Debts Search.

If no search criteria is needed, CLICK “View All” from the Debts Section of the Customer Summary Screen.

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View Debt Details Screen

From the Debt List Screen, under the “Receivable ID” column, select the applicable receivable ID number. The View Debt Details Screen will be displayed.

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View Debt Details Screen (Continued)
| Field                          | Description                                                                                                                                                      |
|--------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Customer                       | Individual responsible for debt                                                                                                                                  |
| Last 4 digits of TIN           | TIN of individual responsible for debt                                                                                                                           |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                                                                                          |
| Receivable ID                  | Unique number assigned to producer’s debt by FSA’s National Receipts and Receivables System (NRRS)                                                               |
| Legacy Receivable ID           | Number assigned by a legacy system to externally identify a receivable Note:  Only Debt incurred prior to September 11, 2009, will have a legacy receivable ID.  |
| Program                        | Program in which the debt originated                                                                                                                             |
| Original Principal             | Original amount of principal on debt                                                                                                                             |
| Late Interest                  | The rate of interest applied when the first demand letter is issued.                                                                                             |
| Outstanding Balance            | Amount remaining on debt. NOTE: Balance does not include interest which may have accrued since the last activity occurred on this debt.                          |
| Referred to Treasury?          | Indicator that identifies whether a debt has been referred to Treasury for collection                                                                            |
| State                          | State in which the debt was made                                                                                                                                 |
| County                         | Service Center in which the debt was made                                                                                                                        |
| Established Date               | The date the Receivable is established in the System (NRRS)                                                                                                      |
| Additional Debtors             | Identifies all individuals, entities or businesses associated with debt.                                                                                         |

The following table describes the View Debt Details Screen fields.

 Click “Back” to return to the Debt List Screen.

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IRS Form Data

The following is an example of the IRS Forms Section of the Customer 

Summary Screen.
| Field                                                                 | Description                                                                        |
|-----------------------------------------------------------------------|------------------------------------------------------------------------------------|
| Number of IRS Form records displayed of the number available (X of X) |                                                                                    |
| Tax Year                                                              | Calendar year in which taxable income was received and IRS Form was issued         |
| IRS Form ID                                                           | Type of form submitted to the IRS                                                  |
| Reportable Income                                                     | Amount reportable to the IRS                                                       |
| Federal Income Tax Withheld                                           | Amount withheld from payments and submitted to the IRS on the recipient’s behalf   |
| Search                                                                | Link to allow users to select criteria for IRS Form search                         |
| View All                                                              | Link to view all records.                                                          |

The following table describes the IRS Forms Section fields.

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IRS Forms Search Screen

From the IRS Forms Section, Click “Search”. The IRS Forms Search 

Screen will be displayed.

Select the following search criteria as needed:

“Tax Year” to select “All Tax Years” or a single tax year from the drop-down box

“IRS Form ID” to select the applicable IRS Form.

Click:

“Search” to process the selection and the IRS Form List Screen will be displayed

“Clear” to remove all information entered in the fields.

If “All Tax Years” is selected, the “IRS Form ID” 

drop-down box will be disabled.

Selecting “Search” without specifying criteria will return all available IRS forms.

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Once “Search” is selected from the IRS Forms Search Screen, the IRS Form List Screen will be displayed with search results.

IRS Form List Screen

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IRS Form List Screen (Continued)
| Field                          | Description                                                                        |
|--------------------------------|------------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                          |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                       |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                            |
| Tax Year                       | Calendar year in which taxable income was received and IRS Form was issued         |
| IRS Form ID                    | Type of form submitted to the IRS                                                  |
| Reportable Income              | Amount reportable to the IRS                                                       |
| Federal Income Tax Withheld    | Amount withheld from payments and submitted to the IRS on the recipient’s behalf   |

The following table describes the IRS Forms List Screen fields.

From the “IRS Form ID” column, select the applicable form to display the “IRS Form Information” Screen.          

Click “Back” to return to the IRS Forms Search Screen.

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IRS Form Information Screen

The following is an example of the IRS Form Information Screen.

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IRS Form Information Screen (Continued)
| Field                          | Description                                                                            |
|--------------------------------|----------------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                              |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                           |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                |
| Form, Tax Year                 | If search criteria is selected, selections will be displayedExample: “Form, Tax Year   |
| Program Category               | Name of IRS program category associated with the payment reported to the IRS           |
| Reportable Income              | Amount reportable to the IRS                                                           |
| Federal Income Tax Withheld    | Amount withheld from payments and submitted to the IRS on the recipient’s behalf       |

The following table describes the IRS Forms Information Screen fields.

Click:

“Back” to return to the IRS Form List Screen

“Show Details” the IRS Form Information – Detail Screen will be displayed.

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Once “Show Details” has been selected from the IRS Form Information Screen, the IRS Form Information – Detail Screen will be displayed.

IRS Form Information-Detail Screen 

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IRS Form Information-Detail Screen (Continued)
| Field                          | Description                                                                                |
|--------------------------------|--------------------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                                  |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                               |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                                    |
| Form/Tax Year                  | If Search Criteria is selected, selections will be displayed Example: “Form, Tax Year”     |
| Program                        | Name of program category as it appears on IRS Form                                         |
| State                          | State in which IRS reportable payment was made                                             |
| County                         | Service Center responsible for issuing IRS reportable payment                              |
| Contract Number                | reference number (depends on the program)                                                  |
| Payable Date                   | Date payment was issued                                                                    |
| Program Year                   | crop year, program year, calendar year or budget year, if applicable                       |
| Reportable Income              | Amount reportable to the IRS                                                               |
| Federal Income Tax Withheld    | Amount withheld from payment and submitted to the IRS on the recipient’s behalf            |

The following table describes the IRS Forms Information – Detail Screen fields.

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IRS Report Current Year

The IRS Report Current Year Screen will display IRS reportable payments for the current year. Click “IRS Reporting Current Year” from the FI Menu. The Current and Previous Year Reports assist in identifying which payments generated a taxable benefit to the producer versus payments offset by receivables for administrative purposes.

If user has access to multiple States and/or counties, field headers will have drop-down menus to select criteria.

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IRS Report Current Year Screen (Continued)
| Field                          | Description                                                                   |
|--------------------------------|-------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                     |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                  |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                       |
| Tax Year                       | Current tax year                                                              |
| Program                        | Program for which payment was made                                            |
| State                          | State in which payment was made                                               |
| County                         | Service Center responsible for issuing payment                                |
| Payable Date                   | Date payment was issued                                                       |
| Program Year                   | Crop year, program year, calendar year or budget year, if applicable          |
| Reportable Income              | Amount reportable to the IRS                                                  |
| Federal Income Tax Withheld    | Amount withheld from payment and submitted to IRS on the recipient’s behalf   |
| Refunds                        | Amount of refundsNote: Refunds are not reported to IRS.                       |
| Totals                         | Program TotalsYear-To Date Activity Totals                                    |

The following table describes the IRS Report Current Year Screen fields.

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IRS Report Previous Year Screen

The IRS Report Previous Year Screen will display IRS reporting for the previous year.  Click “IRS Reporting Previous Year” from the FI Menu.

If user has access to multiple States and/or counties, field headers will have drop-down menus to select criteria.

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IRS Report Previous Year Screen (Continued)
| Field                          | Description                                                                       |
|--------------------------------|-----------------------------------------------------------------------------------|
| Customer                       | Individual who earned the program payment                                         |
| Last 4 digits of TIN           | TIN of individual who earned program payment                                      |
| Information as of (mm/dd/yyyy) | Date information was last updated in FI                                           |
| Tax Year                       | Previous tax year                                                                 |
| Program                        | Program in which payment was made                                                 |
| State                          | State in which payment was made                                                   |
| County                         | Service Center responsible for issuing payment                                    |
| Payable Date                   | Date payment was issued                                                           |
| Program Year                   | Crop year, program year, calendar year or budget year, if applicable              |
| Reportable Income              | Amount reportable to the IRS                                                      |
| Federal Income Tax Withheld    | Amount withheld from payment and submitted to the IRS on the recipient’s behalf   |
| Refunds                        | Amount of refundsNote: Refunds are not reported to IRS                            |
| Totals                         | Program TotalsYear-To Date Activity Totals.                                       |

The following table describes the IRS Report Previous Year Screen fields.

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Helpful USDA Customer Links

Create an Account – Getting Started:

https://identitymanager.eems.usda.gov/registration/index.aspx

Forgot my Password:

https://www.eauth.usda.gov/accountservices/ForgottenPassword/Step1_Forgotten Password.aspx

Forgot my User ID:

https://www.eauth.usda.gov/accountservices/ForgottenUserID/Step1_EnterUserInfo.aspx

Change my Password:

https://www.eauth.usda.gov/accountservices/ChangePassword/Step1_ChangePassword.aspx

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