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Form filing instructions

Add form-specific filing instructions

You can add form-specific filing instructions in the
Reports list
 pane of the
Report Designer
. You can create a new letter or copy the existing Form Filing Instructions letter and customize it to meet the needs of a specific form.
  1. Select
    File
    , then
    Report Designer
    .
  2. Select
    Letters
     at the end of the
    Reports list
    .
  3. Expand the
    Letters
     folder.
  4. To create a letter based on the standard Form Filing Instructions letter:
    1. Right-click the
      Form Filing Instructions
       letter and select
      Copy
       from the context menu
    2. Right-click the
      Letters
       folder and select
      Paste
       from the context menu.
    3. Select
      Yes
      .
  5. To create a new letter, right-click the
    Letters
     folder, and select
    New
    , then
    Letter
     from the context menu.
  6. Enter the new name for the filing instructions. To make the application use the form-specific filing instructions instead of the default letter, name the filing instructions as specified in the following.
    note
    • The federal form-specific filing instructions must be named as follows.
      Table 1: Federal form-specific instructions
      Form instructions
      Letter name
      Form 940
      Fed940-940
      Form 941
      Fed941-941
      Form 943
      Fed943-943
      Form 944
      Fed944-944
      Form 945
      Fed945-945
    • The required file name format for form-specific filing instructions is
      State ID-Form name
      , as shown in the examples below.
    • The name cannot include the following characters (which may need to be removed from the form name portion of the letter name): / / : * ? " < > |
    • The form name should match the form name shown the
      Process Payroll Tax Forms
       screen (available from the
      Actions
       menu).
    Table 2: Form names
    Form Instructions
    Letter name
    Alabama form UC-CR-4
    AL-UC-CR-4
    Connecticut form CT-941 (drs)
    CT-CT-941 (drs)
    Illinois form UI-3/40
    IL-UI-340
    North Carolina form NCUI 101
    NC-NCUI 101
    Kansas City, Missouri form Kansas City_RD-110
    MO-Kansas City_RD-11
  7. Use the variable and text options in the
    Design Tools
     to change the instructions.

This article applies to:

  • PRODUCT: Accounting CS
  • State: All states
  • Subject: Payroll tax forms,Print,Reports

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