Process client forms
The
Process Client Forms
screen allows you to select and preview/print payroll tax reconciliation forms and payroll tax payment forms (for check payments) for the currently selected client in the Edit Payroll Tax Forms
screen. In addition, you can preview and print payroll tax form diagnostic errors for selected forms before or during the printing process.note
If you're processing any electronic or internet/magnetic files, be sure to mark the
Filing copy
checkbox in the Print
screen to queue the files and make them available for processing in the Process Electronic Files
screen or the Process Internet/Magnetic Files
screen.To access the screen, select
Actions
then Edit Payroll Tax Forms
, select the form type and filter information as needed, then select Process Client Forms
.Form Selection grid
In the Print Forms grid, mark the checkboxes next to the forms you want to print. To print all forms for the client, mark the checkbox next to the client name.
You can override the client-level setting for the filing method by choosing another method in the
Filing Method
field. The selections available in the dropdown depend on the filing methods allowed for the jurisdiction of each form.You can override the client-level setting for printing filing instructions for a form by changing the selection in the
Filing Instruction
drop-down list for that form. This won't affect the client-level setting in the Payroll Taxes
tab of the Clients
screen.View Diagnostics
Select this to open the Form Diagnostics screen, which displays critical and informational diagnostics specific to the filing method specified for each selected form.
note
You can view the Form Diagnostics screen during the form printing process. If the application encounters critical errors for any of the selected forms, the Form Diagnostics screen displays only critical errors (errors that will prevent the forms from printing) when you select
Process Selected
.Process adjustments
To review differences between tax amounts and liability amounts and create liability adjustments for forms, select this to open the
Process Liability Adjustments
screen.
