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General information

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.
There are 2 ways to access the screen:
  1. Select
    Actions
     >
    Process Payroll Tax Forms
    . In the Form Selection grid, select the ellipsis button in the Notes column next to the applicable client record.
  2. Select
    Actions
     >
    Edit Payroll Tax Forms
    . Select the
    Process 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 Notes
     grid: 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 to
    As 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 to
    As 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.

This article applies to:

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