Processing electronic forms

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For payroll compliance (annually licensed)

Forms filed by Electronic method are processed using the Actions > Process Electronic Forms screen.

After you have queued electronic forms in the Actions > Process Payroll Tax Forms screen, follow these steps to send them to the appropriate agency.


  • The application queues electronic files and displays them in this screen only if the Filing copy checkbox is marked in the Print dialog when you process the payroll tax forms.
  • Any liabilities associated with the queued files are considered to be Pending at this point, and are therefore made unavailable in the Liabilities tab of the File > Print Checks screen.
  1. Choose Actions > Process Electronic Forms.
  2. Click the Transmission Information button to open the Transmission Information dialog to add or verify transmission information. (This is generally a one-time setup step.)
  3. Mark the checkboxes next to the forms you want to transmit.
  4. Preview selected forms by clicking the Preview Selected button.

    Note: If necessary, you can remove selected forms by clicking the Remove Selected button.

  5. Click the Transmit Forms button to send the forms to the appropriate agent via Thomson Reuters' secure servers. A copy of the file is stored in the location specified in the Electronic/Internet/Magnetic field in the File Creation tab of the Setup > File Locations dialog.


    • When the files are processed, any associated liabilities are closed and paid to the agency to which the forms are transmitted.
    • Once a payment has been transmitted, it cannot be modified or canceled within Accounting CS. The application creates a payment transaction for the paid liability in the Actions > Enter Transactions screen.
  6. After processing the forms, you can check the filing status of the forms.

Note: Per return pricing information - State e-filing for AZ, CA, CT, FL, IA, IL, IN, LA, MI, MS, NY, OH, PA, and WI: The per-return transmission cost for electronically filing federal 94x forms is $6; enrollment files do not accrue a fee. There is no additional transmission cost for electronically filing state forms. For many firms, it may be more cost efficient to purchase an unlimited e-filing license. For pricing information on the unlimited e-filing license, contact your Sales Representative.

Related topics

Workflow - Processing W-2 forms

Workflow - Processing payroll tax reconciliation forms

Processing payroll tax reconciliation forms

Creating electronic or internet files for payroll tax payment forms

E-filing state and local payroll tax forms

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