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Prepare forms 1094-C and 1095-C

Edit 1094-C and 1095-C forms

For payroll compliance (annually licensed)
You can use the
Edit Payroll Tax Forms
 screen to edit 1094-C and 1095-C forms. However, you should only edit the forms if you want to override information that's automatically entered by the application based on retrieved information.
  1. Select
    Actions
     then
    Edit Payroll Tax Forms
    .
  2. Select the client you need from the
    Client
     dropdown if it's not already selected.
  3. Select
    1095-C
     from the
    Form type
     dropdown.
  4. Select the year for the forms you want to edit from the
    Year
     dropdown.
  5. Select
    Refresh
    .
  6. Go to the
    Employee Data
     tab to view and edit information for individual employees.
  7. Go to the
    Client Data
     tab to view and edit any client information you need to fill out the forms.
note
  • Overrides remain indefinitely (quarter to quarter and year to year) until they're manually cleared. You can clear overrides in the
    Employee Data
     and
    Client Data
     tabs.
    • Clear Override
      : Clears the override in the field in which your cursor is placed.
    • Clear All Overrides
      : Clears all overridden fields displayed on the active tab. (Overridden fields are displayed in red or with a red outline.)
  • You can clear form overrides and employee overrides in the
    Process Payroll Payroll Tax Forms
     screen before previewing or printing the forms.
  • You can do the following on the
    Edit Payroll Tax Forms
     toolbar:
    • Process client forms
      : Select this option to open the
      Process 1095-C Forms
       screen, where you can choose to print all or selected forms applicable to the active client.
    • Print current form
      : Select this option to print only the form currently displayed on the active tab to your default printer. This isn't generally used for processing forms, but it lets you print a hardcopy version quickly for verification or other purposes.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Payroll tax forms

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