Filter W-2 or 1099 forms for processing

For payroll compliance (annually licensed)

W-2 forms

Go to
Actions
Process Payroll Tax Forms
.
Select
W-2
from the
Form Type
dropdown.
Select the year for the forms you want to process.
Use the available filter options (filing method, filed by, verification, jurisdiction, form, or client) to narrow down the list of clients and forms you want to print.
To focus on forms that haven’t been processed yet, select
Not Processed
from the
Status
dropdown.
Select
Refresh
to update your results.

1099 forms

Go to
Actions
Process Payroll Tax Forms
.
Select
1099
from the
Form Type
dropdown.
Select the specific 1099 type you need to process.
Select the year for the forms you want to process.
Use the filter options (filing method, filed by, jurisdiction, form, or client) to display only the forms you want.
To see only unprocessed forms, select
Not Processed
from the
Status
dropdown.
Select
Refresh
.