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  • Annual Reporting: Disclosing as a New Employee
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Step 1 - Start Here

  1. Click on Select a reporting period and choose New Employee
  2. Answer the (3) Yes / No questions.
    1. Your relationship with for-profit entities
    2. Your relationship with non-profit entities
    3. Gift reporting as required by the State of Texas
  3. Click Next when finished.
  4. If all your answers are No you have nothing to declare. You will advance to Step 3 - Certification.
    (All of your answers in Step 2 - Disclosures have been automatically set to No)

Step 2 - Disclosures

  1. Notice that the menu on the right has changed to Disclosure Menu.

  2. Answer the (6) Yes / No questions.
    1. If any answer in Step 1 was Yes at least one of the questions in Step 2 should also be Yes (see the screen image below).
    2. Questions 1-5 apply to both For-Profit and Non-Profit entities.
    3. If you indicated you had Gifts to report in Step 1, question 6 in Step 2 will have been set to Yes automatically.
    4. If all answers are No, any Yes answer in Step 1 will be automatically set to No. By selecting No to all questions in Step 2 you are indicating you have nothing to disclose.
  3. Complete My Entities and My Disclosures via the Disclosure Menu.
    Your entities may also be accessed from the Report Menu in Step 1.
  4. Once your disclosures have been created, click on the Next button to go to Step 3 - Certification


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