We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
For payroll compliance (annually licensed)
The Edit Payroll Tax Forms screen allows you to modify data on payroll tax reconciliation forms, payroll tax payment forms (for check payments only), W-2s, 1099s, and 1095-Cs, to process W-2 forms for specific employees, and to process corrected 1099, 1095-C, 94x, and W-2 forms for your clients. This screen relies on the information entered for the client, particularly in the Payroll Taxes tab of the Setup > Clients screen, to make the appropriate forms available for the client. First, select the form type and then specify the data retrieval information for the forms.
The options available in this screen vary depending on the form type you select.
Choose Actions > Edit Payroll Tax Forms.
Fields & buttons
Critical / Informational diagnostic messages
Override options
Overrides remain indefinitely (quarter to quarter and year to year) until they are manually cleared.
The following override options are available from the Edit menu.
- Clear Override. Clears the override in the field in which your cursor is placed.
- Clear Form Overrides. Clears all overridden fields only on the form currently displayed on the active tab. (Overridden fields are displayed in red on the form.)
- Clear System Overrides. Clears all overridden fields on the forms on all tabs for the selected jurisdiction.
The following override options are available from the Employee Data tab, Client Data tab, or Recipient Data tab (for 1099s and W-2s)
- Clear Override. Clears the override in the field in which your cursor is placed.
- Clear All Overrides. Clears all overridden fields only on the form currently displayed on the tab.
Add Vendor button
The Add Vendor button is available in the Recipient Data tab when any 1099 form is selected as the Form type.
You can click the Add Vendor button to open a version of the Setup > Vendors screen in Add mode. There, you can add any missing 1099 recipients on the fly, without leaving the Actions > Edit Payroll Tax Forms screen.
Toolbar buttons
Note: The Edit Payroll Tax Forms toolbar has a number of additional buttons, which are explained in the following table.
Button | Function |
---|---|
Analyze Client Activity. Click this button in the toolbar or choose the command from the Actions menu to open the Analyze Client Activity view menu and choose Payroll Tax Form (to drill down into the data and verify the values on Form 941) or Employee Earnings (to view a snapshot of employees' earnings for the current and prior year). | |
Process Client Forms. Click this button in the toolbar or choose the command from the File menu to open the Process Client Forms dialog, where you can choose to process all or selected forms applicable to the current client. | |
Print current form. Click this button in the toolbar or choose the command from the File menu to print only the form currently displayed on the active tab to your default printer. Not generally used for processing forms, this button enables you to quickly print a hardcopy version for verification or other purposes. (When you print a form from this screen, it is printed with the Client copy watermark and will use your computer's default printer settings.) | |
Calculate penalty and interest. Calculates penalties and interest for all forms based on your current system date. The button remains active (green) until manually toggled off or until the application is closed. | |
Process Payroll Tax Forms Notes. Opens the Process Payroll Tax Forms Notes dialog, where you can view, add, delete, modify, or print notes that are specific to the processing of payroll tax forms for that client. |
Was this article helpful?
Thank you for the feedback!