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Prepare form 1099 (all variations)

Print the W-2 or 1099 Ordering Worksheet

Use the W-2 or 1099 Ordering Worksheet to calculate the minimum number of sheets needed when it's time to order these forms for your clients. You can then preview and print your W-2 or 1099 Ordering Worksheet.
important
The Worksheet does not take into account factors such as the W-2 separator option, additional copies needed for Copy 1, additional copies to account for printing errors, or additional copies needed per your business practices.
  1. Choose
    Actions
    , then
    Process Payroll Tax Forms
    .
  2. Select either
    W-2
     or
    1099
     from the
    Form type
     dropdown list.
  3. Select the
    Year
    .
  4. Select
    Refresh
    .
  5. In the Form Selection grid, mark the checkboxes next to clients you want to include in the Ordering Worksheet.
  6. Select
    Print Options
    .
  7. In the Worksheet Options section, choose the detail you want to include.
    • Clear the
      Client Information
       checkbox if you want the Ordering Worksheet to show only the summary totals for all selected clients, with no individual client information.
    • Mark the
      Client information
       to reveal further choices:
      • List clients selected
        : the Ordering Worksheet shows the summary totals for all selected clients and also lists the clients that are included in the worksheet.
      • Include client detail
        : the Ordering Worksheet breaks down the summary totals by individual client.
  8. Select
    OK
    .
  9. Select
    View Ordering List
     to preview the Ordering Worksheet.
  10. Select
    Print All Reports
    , choose your printing options, then select
    OK
     to print.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms,Print

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