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.- SelectActionsthenEdit Payroll Tax Forms.
- Select the client you need from theClientdropdown if it's not already selected.
- Select1095-Cfrom theForm typedropdown.
- Select the year for the forms you want to edit from theYeardropdown.
- SelectRefresh.
- Go to theEmployee Datatab to view and edit information for individual employees.
- Go to theClient Datatab 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 theEmployee DataandClient Datatabs.
- 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 theProcess Payroll Payroll Tax Formsscreen before previewing or printing the forms.
- You can do the following on theEdit Payroll Tax Formstoolbar:
- Process client forms: Select this option to open theProcess 1095-C Formsscreen, 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.
