Set print defaults for form filing instructions at the firm level

By default, Accounting CS prints filing instructions with the filing copy of forms that use the Paper filing method, and does not print filing instructions for forms using a Non-paper filing method. You can change this default behavior at the firm level.
note
Filing instructions are unavailable for Forms W-2, W3, 1099, 1096 and 1095-C.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Firm
    .
  2. Select the
    Preferences
    tab.
  3. In the Payroll Tax Forms section, select the ellipsis button.
  4. For Paper and Non-paper filing methods, make your default print choices:
    • All
      : print the form filing instructions when any copy of the form is printed.
    • Client copy
      : print the form filing instructions only when the client copy is printed.
    • Filing copy
      : print the form filing instructions only when the filing copy is printed.
    • None
      : never print the form filing instructions.
    note
    The changes you make in this dialog affect only the default behavior and won't affect the selections you've made to filing methods or filing instruction settings at the client level.
  5. Select
    OK
    .
  6. Select
    Enter
    .

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