W-2, 1099, or Payroll Tax Forms: File Utilities [File menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The File Utilities commands enable you to perform a number of tasks for W-2, 1099, or state files.

  • When W-2, 1099, and state form files are created, they are automatically encrypted for security and stored in the \CSASYS\MAGMEDIA\year folder. Before submitting these files to the appropriate agency you must use the Save to Submittable Format command, at which point the files are decrypted. Using the Restore from Submittable Format option will encrypt the files once again. You can use the preview function to view the file decrypted.
  • By default, the application uses multi-client batch filing when creating the files. If you want to file separately for a single client, you can choose File > 1099/W-2/State form File Utilities > Remove Client and then remove any client information in the file (be sure to save any needed information to submittable format). You can then create the file for your client, save it to submittable format, and then use the Remove Client command.

W-2 or 1099 form processing: Choose Utilities > W-2 Form Processing (or 1099 Form Processing) and then choose the year you wish to process. From the File menu in the Form Processing dialog, choose W-2, State W-2, or 1099 File Utilities and then choose one of the options listed below.

Payroll tax form processing: Choose Utilities > Payroll Tax Processing and then click the flag icon for the federal form or state that you wish to process. From the File menu in the Payroll Tax Processing window, choose SUTA, W/H, or form-specific File Utilities, choose the appropriate file (if applicable), and then choose one of the options listed below.

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Related topics

W-2 and 1099 year-end processing overview

W-2 Form Processing [Utilities menu]

File formats by state

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