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Form filing instructions

Override client-level print defaults for form filing instructions at print time

You can override the client-level print settings for filing instructions when you are ready to print the forms. If you override defaults at print time this will affect the forms you are about to print. It does not change the client-level settings you set up in the
Payroll Taxes
 tab in the Clients screen.
  1. You can take any of the following actions to go to the screen where you can override form filing instructions at print time:
    • Select
      Actions
       then
      Process Payroll Tax Forms
      .
    • Select
      Actions
      ,
      Edit Payroll Tax
       then
      Process Client Forms
      .
    • Wait for the Print Payment Forms dialog to open after you print payroll tax liabilities.
  2. Before you select
    Process Selected
    , use the dropdown lists in the Filing Instruction column to override the default choices:
    • Filing copy
      : Prints the filing instructions when you print/process the filing copy of the form.
    • Client copy
      : Prints the filing instructions when you print/process the client copy of the form.
    • All
      : Prints the filing instructions when you print/process either the filing copy or the client copy or both copies of the form.
    • None
      : No filing instructions will print for the form.

This article applies to:

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

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