Biannual Form 9 Report - Setup - Form 9 Setup

Use the IN Biannual Form 9 Report - Setup - Form 9 Setup page to define the district's state-defined corporate ID and account structure, which will help identify local building IDs.

You must complete this setup first before performing any other setup.

On the IN Biannual Form 9 Report page, select Setup and then Form 9 Setup.
- To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
- To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
- To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

Field descriptions

The following table describes the fields on the Form 9 Setup form of the IN Biannual Form 9 Report - Setup - Form 9 Setup page.

Field	Description
State Level Title	The state-level IDOE title. This field is view-only and cannot be updated after saving the record.
Local Organization Level	The district organization chart/accounting level. The Organization/Account Level must be the number representing the level on the organization chart or account as defined on the Fund Accounting Profile page. Organization levels will be one more than the organization number. For example, orgn2 = level 3. The titles of the organization levels are retrieved from the titles set up on the Titles tab of the Fund Accounting Profile page. The values in the drop-down are retrieved from the Titles tab of the Fund Accounting Profile page. The values also include the 1st, 2nd, and 3rd sub-accounts.
Starting Position within Level	The starting position of the organization chart/accounting level in the accounting structure.
Ending Position within Level	The ending position of the organization chart/accounting level in the accounting structure.