Use notes when processing payroll tax forms
You can use the
Process Payroll Tax Forms Notes
screen to view, add, delete, modify, or print notes that are specific to the processing of payroll tax forms for a specific client. For example, you could enter 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.note
Notes entered here aren't shared between this dialog and the
Processing Notes
screen.There are 2 ways to access the screen:
- SelectActions>Process Payroll Tax Forms. In the Form Selection grid, select the ellipsis button in the Notes column next to the applicable client record.
- SelectActions>Edit Payroll Tax Forms. Select theProcess Payroll Tax Forms Notes
button in the toolbar.
Toolbar
Icon | Icon name | Icon details |
|---|---|---|
 | New Note | Add a new note at the bottom of the dialog |
 | Print | Print all notes in the dialog |
 | Check Spelling | Run a spell check on the list of notes in the dialog |
 | Find | Locate specific text within the dialog |
 | Cut | Cut the selected text and place it on the clipboard |
 | Copy | Copy the selected text to the clipboard |
 | Paste | Paste text from the clipboard |
 | Undo | Undo typing |
 | Redo | Redo typing |
N/A | Font | Select a font from the drop-down list. When you select a new font, any selected text changes to the new font. If no text is selected, the application uses the new font for any new text. |
N/A | Font Size | Select a font size from the drop-down list. When you select a new font size, any selected text changes to the new size. If no text is selected, the application uses the new font size for any new text. |
 | Bold | Bold the selected text |
 | Italic | Italicize the selected text |
 | Underline | Underline the selected text |
 | Font Color | Select the down arrow  button next to the Font Color button to select the color to be applied to either the selected text or the text that you subsequently enter. |
 | Highlight Color | Select the button next to the Highlight Color button to select the color to highlight the selected text or the text that you subsequently enter. |
N/A | Sort by | Select a sorting option (As Arranged, Newest to Oldest, or Oldest to Newest) for the notes in this dialog. |
Filter
Select a filter from the dropdown to display only the notes that match criteria specified by a previously-defined filter. To add a new filter, right-click inside the Filter field and select
Add Process Payroll Tax Form Note Filter
.Notes grid
The notes grid contains the following components:
- Process Payroll Tax Form Notesgrid: Enter note text in this grid. The currently selected cell is highlighted in yellow so you can see clearly which cell you are modifying.
- Move note up: Select this to move the currently selected note to the cell directly above it. You can only move notes up and down in the list when the Sort by field is set toAs Arranged.
- Move note down: Select this to move the currently selected note to the cell directly below it. You can only move notes up and down in the list when the Sort by field is set toAs Arranged.
- Delete note: Select this to delete the currently selected note.
- Created: This section displays the ID of the staff member who created the note, as well as the date and time it was created.
- Edited: This section displays the ID of the staff member who edited the note, as well as the date and time it was edited.
- Type: By default, this dropdown consists of (none) and Archive. You can create your own types and save them in the dropdown by entering a new type and pressing CTRL+S on your keyboard.
