W-2, 1099, or Payroll Tax Processing: File Utilities > Save to Submittable Format

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Once you have created an electronic file, the Save to Submittable Format dialog allows you to save the file to a different location or media source.

W-2 Form Processing: From the W-2 Form Processing dialog, choose File > W-2 File Utilities, and then choose Save to Submittable Format. For State W-2 Utilities choose the appropriate state and then choose Save to Submittable Format.

1099 Form Processing: From the 1099 Form Processing dialog, choose File > 1099 File Utilities and then choose Save to Submittable Format.

Payroll Tax Processing: 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 Save to Submittable Format.

Note: When 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.

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