Preparing for Final Year End Transmittal - End of Year Update in WinMORE

It’s extremely important that you do another End of Year Update in WinMORE prior to transmitting your December data in January.

1. In WinMORE, click on Year End and select End of Year Update.
2. If this is the first time running it for the year, click the Erase Adj/Other Commission amounts to clear previous adjustments  If this is NOT the first time, make sure that option is unchecked.
3. Click Start.
4. Once you receive the Process Completed message:
   1. If you receive a report of missing or invalid information, you must correct this (using the Enter menu and selecting Co-Broker or Outside Broker) before completing the End of Year Update.
   2. If you receive no report then there are no records to resolve.

The most common error is when a dash is used in the Broker TIN field. If you see, for example, 87-2345231 on the report open the Outside or Co-Broker record and delete the dash (-) to save it as 872345231 without the dash. Now complete the End of Year Update. Make sure you see “Process Completed.”

NOTE: The Year End – End Of Year Update “Erase all Adj/Other Commission amounts”, when checked, deletes all Adjustments made in the Edit Recipients records. You should only do this the first time you run this report.