Editing payroll tax reconciliation form data

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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.

For payroll compliance (annually licensed)

Follow this procedure only if you want to override information that is automatically entered by the application based on retrieved information.

See also: Processing payroll tax reconciliation forms

  1. Choose Actions > Edit Payroll Tax Forms.
  2. In the Edit Payroll Tax Forms screen, select the appropriate client from the client drop-down list at the top of the screen (if not already selected).
  3. Select Reconciliation from the Form Type drop-down list.
  4. Specify the retrieval information for the forms you want to edit. For example, mark the checkbox(es) for the frequency of the forms (Monthly, Quarterly, and/or Annually) and then specify (as appropriate) the month, quarter, and year.
  5. Click the Refresh button.

    Notes:

    • The forms that display for the client are dependant on the federal and state information entered for the client in the Payroll Taxes tab of the Clients screen and also on the locations specified for the client and all employees of the client.
    • If the Do Not File checkbox is marked for a form in the Payroll Taxes tab, that form will not display in the Edit Payroll Tax Form screen.
    • The final return checkboxes for forms will be marked if an Inactive date has been entered for the client with the Inactive reason Business Closed specified on the Main tab of the Clients screen.
  6. Make your selections from the Jurisdiction and Form drop-down lists. To view all forms for a jurisdiction, select All Forms from the Form drop-down list.
  7. For state forms, click the Employee Data tab to view and edit any employee information needed to fill out the unemployment form(s) on a per employee basis.

Notes

  • 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 Edit Payroll Tax Forms toolbar has a number of additional buttons, which are shown here and explained in the following table.

    Toolbar

    Button Function
    Process client forms button Process client forms. Click this button 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 button Print current form. Click this button 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.
    Penalty interest button Calculate penalty and interest. Calculates penalties and interest for all currently selected forms based on your current system date. The button remains active (green) until manually toggled off or until the application is closed.

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