Process Payroll tax forms screen

Options

Form type:
Select the form type from the dropdown list. The retrieval and filtering fields available depend on which form type you have selected. Every time you update a retrieval field, you'll need to select the
Refresh
button to update the list of clients and forms.
Filter options:
You can filter the forms in this screen by making selections from the filtering fields. You can filter by client, filing method, jurisdiction, filed by, or employer type, making it possible to display only the clients and forms that you want to print.
note
If a client is missing from the Form Selection grid, it may have been filtered out. For example, if a client has an Inactive date set (in the
Main
tab of the
Clients
screen) that is prior to the period currently being processed, that client is automatically filtered out of the grid.
Refresh
button:
When you select the
Refresh
button, the form grid displays a list of the forms you have specified with your retrieval and filtering options. You'll need to select the
Refresh
button again if you change your selection in any of the retrieval fields for the grid to update. The grid will automatically update any changes you make in the Filter options section.
Form Selection:
Form Selection grid
: The Form Selection grid displays the clients and forms specified by the data retrieval information you have selected. Mark the checkboxes for the clients and forms that you want to preview or print. Right-click in the grid for options to select/deselect all forms in the grid or to select/deselect forms that you have highlighted in the grid. To select specific copies of the form, select the plus sign next to the client ID to expand the list and make your selection.
note
If necessary, you can override the client-level setting for a form's filing method or filing instructions by selecting a new method from the
Filing Method
dropdown list and changing the selection in the
Filing Instruction
dropdown list for that form. This won’t affect the client-level setting in the
Payroll Taxes
tab of the
Clients
screen.
Print All Employees/Recipients
: When this checkbox is marked, the application will print forms for all employees or recipients. Unmark this checkbox when you want to process forms for specific recipients.
Process Payroll Tax Forms Notes
window: In the Form Selection grid, you can select the
Ellipsis
button in the Notes column for each client to open the
Process Payroll Tax Forms Notes
window, where you can view, add, delete, modify, or print notes that are specific to the processing of payroll tax forms for that client. As an example, this window could contain an explanation for why an override was used, why there was a refund on a particular form, or to communicate the current state of the processing procedure and specify what the next step should be. Notes are not shared between this window and the
Processing Notes
window.
Order Forms
: This link (available only when W-2, 1099, or 1095-C are selected as the form type) opens the Forms CS website where you can order 1099 and W-2 forms from Forms CS.
W-2 Processing Tips
: This link (available only when W-2 is selected as the form type) opens the Payroll tax form year-end processing tips help topic.
1099 Processing Tips
: This link (available only when 1099 is selected as the form type) opens the Payroll tax form year-end processing tips help topic.
Print Options
: The
Print Options
buttons (available only when W-2, 1099, or 1095-C is selected as the form type) open the
Print Options
window - Form 1099 or the
Print Options
window - Form W-2.
Calculate penalty/interest
:
When this checkbox is marked, penalties and interest will be calculated on the currently selected forms based on your current system date. This checkbox is unmarked by default. Once you mark the checkbox, it remains marked until manually cleared or until the application is closed.
Clear Form Override
:
To clear form overrides that were made in the
Edit Payroll Tax Forms
screen for any selected forms, mark the
Clear Form Override
checkbox and then either preview or print the form. Overrides remain indefinitely (quarter to quarter and year to year) unless they are cleared manually here or in the
Actions
, then
Edit Payroll Tax Forms
screen.
Clear employee overrides
:
This checkbox is available only when Reconciliation, W-2, or 1095-C is selected as the form type. To clear employee data overrides that were made in the
Employee Data
tab of the
Edit Payroll Tax Forms
screen for any selected forms, mark the
Clear employee overrides
checkbox and then either preview or print the form. Overrides remain indefinitely (quarter to quarter and year to year) unless they are cleared manually here or in the
Actions
, then
Edit Payroll Tax Forms
screen.
Clear recipient overrides
:
This checkbox is available only when 1099 is selected as the form type. To clear data overrides that were made in the
Recipient Data
tab of the
Edit Payroll Tax Forms
screen for any selected forms, mark the
Clear recipient overrides
checkbox and then either preview or print the form. Overrides remain indefinitely (quarter to quarter and year to year) unless they are cleared manually here or in the
Actions
, then
Edit Payroll Tax Forms
screen.
Do not include the Form Summary report
:
Mark this checkbox if you don’t want to display the Form Summary report after processing reconciliation forms.
View Diagnostics
:
To preview/print informational and critical diagnostic information for the selected forms prior to printing them, select this button to open the
Diagnostic Messages
window.
Process Liability Adjustments
:
This button is available only when Reconciliation is selected as the form type.
To review differences between tax amounts and liability amounts and create liability adjustments for forms, select this button to open the
Process Liability Adjustments
window.
View Ordering List
:
This button (available only when W-2, 1099, or 1095-C is selected as the form type) opens the
Print Preview
window and displays the W-2 or 1099 Ordering Worksheet for the clients you have selected in the Form Selection grid.
View Form List
:
This button opens the
Print Preview
window and displays a report of the selected forms that includes the following columns:
Client ID
,
Client Name
,
Form
,
Jurisdiction
,
Period End Date
,
Filing Method
,
Status
, and
Inactive Date
.
View Notes
:
Select this button to open the
Payroll Tax Form Note Options
window, which enables you to print the Payroll Tax Form Notes report for selected clients.
Preview Selected
:
Select the
Preview Selected
button to open the
Tax Forms
preview window, where you can view the client copy of selected tax forms.
Process Selected
:
Select the
Process Selected
button to open the
Print
window, where you can modify various printing options and print the selected tax forms.
note
If you are processing any electronic or internet/magnetic files, be sure to mark the
Filing copy
checkbox in the
Print
window to queue the files and make them available for processing in the
Actions
, then
Process Electronic Files
screen or the
Actions
, then
Process Internet/Magnetic Files
screen.