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This article applies to:

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

Set print defaults for form filing instructions at client level

By default, forms with the Paper filing method are automatically set up to print the filing instructions along with the form. You can change the default settings at client level.
note
Filing instructions are unavailable for the employee copies of Forms W-2 and 1099.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select the client in the list, then
    Edit
    .
  3. Select the
    Payroll Taxes
     tab.
  4. In the Filing Instruction column of the Forms section, make your default choices:
    • Filing copy
      : Prints the filing instructions when you print/process the filing copy of the form.
    • Client copy
      : Prints the filing instructions when you print/process the client copy of the form.
    • All
      : Prints the filing instructions when you print/process either the filing copy or the client copy or both copies of the form.
    • None
      : No filing instructions will print for the form.
    Example
    Forms Section showing detail for Indiana. Detail in a grid with 6 columns. The fifth column is Filing Instructions and shows the selection of Client copy in a dropdown list for the second row.
  5. Select
    Enter
    .

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