Print the W-2 or 1099 Ordering Worksheet
Use the W-2 or 1099 Ordering Worksheet to calculate the minimum number of sheets needed when it's time to order these forms for your clients. You can then preview and print your W-2 or 1099 Ordering Worksheet.
important
The Worksheet does not take into account factors such as the W-2 separator option, additional copies needed for Copy 1, additional copies to account for printing errors, or additional copies needed per your business practices.
- ChooseActions, thenProcess Payroll Tax Forms.
- Select eitherW-2or1099from theForm typedropdown list.
- Select theYear.
- SelectRefresh.
- In the Form Selection grid, mark the checkboxes next to clients you want to include in the Ordering Worksheet.
- SelectPrint Options.
- In the Worksheet Options section, choose the detail you want to include.
- Clear theClient Informationcheckbox if you want the Ordering Worksheet to show only the summary totals for all selected clients, with no individual client information.
- Mark theClient informationto reveal further choices:
- List clients selected: the Ordering Worksheet shows the summary totals for all selected clients and also lists the clients that are included in the worksheet.
- Include client detail: the Ordering Worksheet breaks down the summary totals by individual client.
- SelectOK.
- SelectView Ordering Listto preview the Ordering Worksheet.
- SelectPrint All Reports, choose your printing options, then selectOKto print.
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