Enter and clear overrides

Save form overrides by period end date

Select
Setup
,
Firm Information
, then
Firm
.
Select the
Preferences
tab.
Mark the desired checkboxes under
Save overrides by period end date for the selected form types
in the Payroll Tax Forms section.
Select
Save
.

Enter form overrides

Select
Actions
, then
Edit Payroll Tax Forms
.
Select the Form type, Frequency of the form, Quarter, and Year.
Select
Refresh
.
Select the Jurisdiction and/or Form to override values on the form or the
Employee Data
tab.
note
Not all fields can be overridden directly on a form. Some fields need to be modified on the
Employee Data
,
Recipient Data
, or
Client Data
tab.

Clear form overrides

Select an overridden field, right-click, then select
Clear Field Override
to clear the field.
Select an overridden field, select
Edit
, then
Clear Override
to clear the field.
Select
Edit
, then
Clear Form Overrides
to clear all overrides entered on the displaying form.
Select
Edit
, then
Clear System Overrides
to clear all overrides for all forms for the selected jurisdiction.

Select the forms you need.
Mark the
Clear form overrides
checkbox before previewing or processing the selected forms.
Mark
Clear employee overrides
before previewing or processing the selected form to clear all overrides on the Employee Data tab.