Edit Payroll Tax Forms screen

Fields and buttons

Form type
: Select the form type from the dropdown list. The retrieval fields available depend on which form type you've selected.
Refresh
: When you initially select the
Refresh
button, the application displays the
Jurisdiction
field. Every time you modify the filtering criteria, you'll need to select
Refresh
to update the results.
Jurisdiction
and
Form
fields: Make your selection in the
Jurisdiction
and
Form
fields to retrieve the appropriate forms for the period and dates selected. The Form pane displays the forms that are appropriate for the client based on information you've entered for the client (like address information and location for clients and employees, filing frequency, deposit schedule, etc.).
Additional Information
: Select this button to open the Additional Information window, where you can add any additional information needed for the particular jurisdiction's tax forms.
Form pane: This pane displays the forms that are applicable for that jurisdiction as tabs. In addition, each jurisdiction or state also has an Employee Data (or Recipient Data) tab, which displays columns applicable to that jurisdiction and is used to fill out the form on a per employee basis.
note
The Form pane displays the latest form available if the form for the selected year is not available. For example, 2022 data will display on a 2021 form if the 2022 form isn't yet in the application. Electronic filing is available for the current and prior year forms.
Critical/Informational diagnostic messages: The bottom of the screen displays 2 panes containing diagnostic messages, critical and informational. The application checks each form for errors or missing information. Critical errors are those that would cause the agency to reject the file or paper form.
Using the Process Client Forms window, you can choose to preview and/or print both critical and informational diagnostic information prior to printing your forms or preview and/or print only critical diagnostic information while printing your forms. To open the Process Client Forms window, select the button or the option from the
File
menu.

Override options

Clear Override
: Clears the override in the field where your cursor is placed.
Clear Form Overrides
: Clears all overridden fields only on the form currently displayed on the active tab (Overridden fields are displayed in red on the form)
Clear System Overrides
: Clears all overridden fields on the forms on all tabs for the selected jurisdiction.

Clear Override
: Clears the override in the field where your cursor is placed.
Clear All Overrides
: Clears all overridden fields only on the form currently displayed on the tab.

Add Vendor button

Toolbar buttons

Button	Name	Function
	Analyze Client Activity	Opens the Analyze Client Activity window. Select Payroll Tax Form to drill down into the data and verify values on Form 941 or select Employee Earnings to view a snapshot of employees' earnings for the current and prior year.
	Process Client Forms	Opens the Process Client Forms window, where you can choose to process all or selected forms applicable to the current client.
	Print current form	Prints only the form currently displayed on the active tab to your default printer. Not generally used for processing forms, this button lets you quickly print a hardcopy version for verification or other purposes. When you print a form using this option, it's printed with the "Client copy" watermark and will use your computer's default printer settings.
	Calculate penalty and interest	Calculates penalties and interest for all forms based on your current system date. The button remains active (green) until manually toggled off or until the application is closed.
	Process Payroll Tax Forms Notes	Opens the Process Payroll Tax Forms Notes window, where you can view, add, delete, modify, or print notes that are specific to the processing of payroll tax forms for that client.