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Editing payroll tax forms

Process client forms

The
Process Client Forms
 screen allows you to select and preview/print payroll tax reconciliation forms and payroll tax payment forms (for check payments) for the currently selected client in the
Edit Payroll Tax Forms
 screen. In addition, you can preview and print payroll tax form diagnostic errors for selected forms before or during the printing process.
To access the screen, select
Actions
 then
Edit Payroll Tax Forms
, select the form type and filter information as needed, then select
Process Client Forms
.

Form Selection grid

In the Print Forms grid, mark the checkboxes next to the forms you want to print. To print all forms for the client, mark the checkbox next to the client name.
You can override the client-level setting for the filing method by choosing another method in the
Filing Method
 field. The selections available in the dropdown depend on the filing methods allowed for the jurisdiction of each form.
You can override the client-level setting for printing filing instructions for a form by changing the selection in the
Filing Instruction
 drop-down list for that form. This won't affect the client-level setting in the
Payroll Taxes
 tab of the
Clients
 screen.

View Diagnostics

Select this to open the Form Diagnostics screen, which displays critical and informational diagnostics specific to the filing method specified for each selected form.

Process adjustments

To review differences between tax amounts and liability amounts and create liability adjustments for forms, select this to open the
Process Liability Adjustments
 screen.

This article applies to:

  • Product: Accounting CS
  • State: All states
  • Subject: Payroll tax forms
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