Default Filing Instructions Options dialog

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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.

Use the Default Filing Instructions Options dialog to specify (for paper and non-paper filing methods) that you want to print filing instructions by default with the filing copy, the client copy, all copies, or not at all. This setting affects all clients, but you can modify the setting at either the client-level or at print time.

See also: Printing filing instructions for payroll tax forms

Choose Setup > Firm Information > Firm, click the Preferences tab, and then click the Ellipsis Ellipsis button button in the Payroll Tax Forms section.

Fields & Buttons

Use the drop-down fields to specify, for both the Paper and Non-Paper filing methods, which copies of payroll tax forms should prompt the application to print filing instructions by default.

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