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Organize payroll tax forms when printing to FileCabinet CS

When printing payroll tax forms to FileCabinet CS, you can group them by form, jurisdiction, or period end date.
  1. Go to
    Setup
     >
    Firm Information
     >
    Firm
     and select the
    Preferences
     tab.
  2. In the FileCabinet CS Options section, select an option from the
    Group forms in FileCabinet CS by
     dropdown list.
    • Form
      : Groups payroll tax forms based on the form name. Select the
      Include state ID
       checkbox to include the client's two-character state ZIP Code as a prefix to the file name.
    • Jurisdiction
      : Groups payroll tax forms based on state or federal jurisdiction. Select the
      Exclude federal forms
       checkbox to keep federal forms separate, otherwise federal forms are grouped under "U.S.."
    • Period End Date
      : Groups payroll tax forms based on the period end date.
  3. Select
    Enter
     to save your changes.

This article applies to:

  • Product: Accounting CS
  • Subject: Integration
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