Organizing payroll tax forms when printing to FileCabinet CS

When printing payroll tax forms to FileCabinet CS, you can group them by form, jurisdiction, or period end date.

  1. Choose Setup > Firm Information > Firm and click the Preferences tab.
  2. In the FileCabinet CS Options section, select an option from the Group forms in FileCabinet CS by drop-down list.
    • Form. Groups payroll tax forms based on the form name. Mark the Include state ID checkbox to include the client's two-character state postal code as a prefix to the file name.

      Firm_Pref_FCS_Form

    • Jurisdiction. Groups payroll tax forms based on state or federal jurisdiction. Mark the Exclude federal forms checkbox to keep federal forms separate, otherwise federal forms are grouped under "US."

      Firm_Pref_FCS_Jurisdiction

    • Period End Date. Groups payroll tax forms based on the period end date.

      Firm_Pref_FCS_Period_End_Date

  3. Click Enter to save your changes.

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