Verify firm payroll tax form and user preferences

Before processing your forms, review your firm’s preferences and update them if needed.

Processing and printing preferences

Customize your printing preferences and application behaviors for payroll tax processing to fit your workflow. You can do the following:
  • Choose whether to print filing instructions.
  • Set duplex printing for IRS instructions on W-2 forms.
  • Decide if you want to separate internet or magnetic media files by staff.
  • Require file preview before transmitting or creating files.
  • Adjust additional settings as needed.
For detailed information about each option, refer to the
Payroll Tax Forms
section and the
FileCabinet CS Options
section in the
Firm
Preferences tab
.

Update firm preferences

  1. Go to
    Setup
    Firm Information
    Firm
    , then select the
    Preferences
    tab.
  2. In the
    Payroll Tax Forms
    and
    FileCabinet CS Options
    sections, mark or clear the checkboxes to match your firm’s desired processing and printing preferences.
  3. Select
    Enter
    to save your changes.

Update user preferences

You can also set printing preferences for each form type.
  1. Go to
    Setup
    User Preferences
    and select the
    Printers
    tab.
  2. Select the plus sign
    +
    to expand the W-2 or 1099 section in the grid.
  3. Choose the printer you want for each copy type.
  4. Mark the
    Separator Page
    checkbox if you want to include a separator page between documents.
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