Organize payroll tax forms when printing to FileCabinet CS
When printing payroll tax forms to FileCabinet CS, you can group them by form, jurisdiction, or period end date.
- Go toSetup>Firm Information>Firmand select thePreferencestab.
- In the FileCabinet CS Options section, select an option from theGroup forms in FileCabinet CS bydropdown list.
- Form: Groups payroll tax forms based on the form name. Select theInclude state IDcheckbox to include the client's two-character state ZIP Code as a prefix to the file name.
- Jurisdiction: Groups payroll tax forms based on state or federal jurisdiction. Select theExclude federal formscheckbox to keep federal forms separate, otherwise federal forms are grouped under "U.S.."
- Period End Date: Groups payroll tax forms based on the period end date.
- SelectEnterto save your changes.
