Verify firm payroll tax form and user preferences
Before processing your forms, review your firm’s preferences and update them if needed.
Processing and printing preferences
Customize your printing preferences and application behaviors for payroll tax processing to fit your workflow. You can do the following:
- Choose whether to print filing instructions.
- Set duplex printing for IRS instructions on W-2 forms.
- Decide if you want to separate internet or magnetic media files by staff.
- Require file preview before transmitting or creating files.
- Adjust additional settings as needed.
For detailed information about each option, refer to the
Payroll Tax Forms
section and the FileCabinet CS Options
section in the .Update firm preferences
- Go to , then select thePreferencestab.
- In thePayroll Tax FormsandFileCabinet CS Optionssections, mark or clear the checkboxes to match your firm’s desired processing and printing preferences.
- SelectEnterto save your changes.
Update user preferences
You can also set printing preferences for each form type.
- Go to and select thePrinterstab.
- Select the plus sign+to expand the W-2 or 1099 section in the grid.
- Choose the printer you want for each copy type.
- Mark theSeparator Pagecheckbox if you want to include a separator page between documents.
