Accounting CS
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When printing payroll tax forms to FileCabinet CS, you can group them by form, jurisdiction, or period end date.
- Choose Setup > Firm Information > Firm and click the Preferences tab.
- In the FileCabinet CS Options section, select an option from the Group forms in FileCabinet CS by drop-down list.
- Form. Groups payroll tax forms based on the form name. Mark the Include state ID checkbox to include the client's two-character state postal code as a prefix to the file name.
- Jurisdiction. Groups payroll tax forms based on state or federal jurisdiction. Mark the Exclude federal forms checkbox to keep federal forms separate, otherwise federal forms are grouped under "US."
- Period End Date. Groups payroll tax forms based on the period end date.
- Form. Groups payroll tax forms based on the form name. Mark the Include state ID checkbox to include the client's two-character state postal code as a prefix to the file name.
- Click Enter to save your changes.
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