| OTTER Quick Reference Guide |
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| OTTER Quick Steps |
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Select Save after editing existing information or adding new information.
Note: The Bold words below refer to the topics in the User’s Guide and the Online Help System reached by pressing F1 or from the Help menu. The entire Instruction manual is contained there, no paper copies are maintained.
First Time Use
- In Windows 95/98/NT4/XP, select the OTTER System item from the Start menu under Programs/OTTER System. The Startup Wizard will appear.
- To enter all new data, follow the Startup Wizard instructions.
- To add further information, please follow the instructions listed below.
Add Information to an Existing System
- Add a new business, or select an existing business, and complete the Business
Information form. For further information see Business Information.
- Add a new year to the business, or select an existing year, and complete the Yearly Information form. For further information see Yearly Information.
- Add a new quarter, or select an existing quarter, and complete the Quarterly Information form. For further information see Quarterly Information.
- Complete the Form 132. For further information about Form 132, please see Form 132.
- If required, complete the Schedule B form. For further information about Schedule B form, please see Schedule B Form.
- Complete the Form OQ. For further information about Form OQ, please see Form OQ.
- Select Validate Quarter or Mass Validate from the File menu on the menu bar to validate the quarter. For further information, see How to Validate a Quarter or Mass Validate. Transfer files can only be created for validated quarters.
- If the quarter does not pass validation, make corrections to the incorrect data entries until it does pass.
- Select Make Transfer File from the File menu on the menu bar. For further information, see How to Make a Transfer File. Transfer files can only be created for validated quarters.
- Print copies of reports for your files if desired.
- To add more information to the system, repeat steps 1 through 9.
12. Send the Reports to the Oregon Employment Department. For further information,
see Sending Reports.
Send reports electronically as an e-mail attachment to the Employment Department at:
OTTER@emp.state.or.us
B) Mail reports on a diskette to the Employment Department at the following
address:
Oregon Employment Department
Tax Section - OTTER
875 Union St NE
Salem OR 97311-0030
Send PAYMENTS and completed Form OTC to the Oregon Department of
Revenue at:
Oregon Department of Revenue
PO Box 14800
Salem OR 97309-0920
Buttons and Hot Keys
- Use Tab on the keyboard to move through fields on any screen.
- Use the Shift+Arrow keys to select more than one item in a list.
- Use Ctrl and mouse to select only certain items in a list.
- Help - F1 – Press for help on the current screen.
New - Select to create a new business.
Add - Depending upon what is selected in the outline on the left panel of the main screen,
the Add button changes from Add Year, to Add Quarter.
Delete - Del - Select to delete data.
Save - F2- Select to save data.
Copy Quarter - Select to copy a quarter’s data from one quarter to another.
Validate Quarter - Select to validate quarter information.
Print - Ctrl+P - The Print button changes to correspond to what has been selected in the
outline on the left panel of the main screen. Select to print the currently selected
report(s).
Print Preview - The Print Preview button changes to correspond to what has been
selected in the outline on the left panel of the main screen. Select to preview the
currently selected report(s).
Search - F3 - Select to search for a particular business, year and quarter.
Sort - Select to change how the outline on the left panel is sorted.
Technical Support
If you need help with this program and have not found the answer to your question in this instruction booklet, you may call the Employment Department Tax Office in your area.
Technical Support is also available by calling our Central Office at (503) 947-1544. The Central Office fax number is (503) 947-1487 and the TDD number is 711.
The most current help and Instruction Manual are available online.
For more information, visit the OTTER Frequently Asked Questions page.
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