Printing the Reporting Agent List report and Form 8655

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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.

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For payroll compliance (annually licensed)

When you register as a reporting agent with the IRS, you must submit a list of clients for whom you will act as a reporting agent and also file Form 8655 for each client. You can use the Actions > Enroll > Reporting Agent Authorization screen to easily create a reporting agent list and print a Form 8655 for each client.

Previewing and printing the reporting agent list and Form 8655

  1. Choose Actions > Enroll > Reporting Agent Authorization.
  2. In the Reporting Agent Authorization screen, use the filter fields as needed to limit the clients that display in the Client enrollment grid.
  3. Choose the Add Clients option. The Client enrollment grid will display only the client records that meet your filter specifications and that do not already have the Reporting agent (Form 8655 filed) checkbox marked in the Electronic Filing section of the Payroll tax forms additional information dialog.
  4. In the Client enrollment grid, mark the checkboxes next to the client records you want to add to the Reporting Agent List report.

    Notes

    • If you do not want to print the signature date on the Form 8655 that will print for each client, mark the Suppress signature date checkbox above the grid.
    • If you want to print only the Reporting Agent List report, and do not want to print Form 8655 for the clients at this time, mark the Suppress form 8655 checkbox.
  5. Mark any other checkboxes as appropriate for each client. The checkboxes are described in detail in the Enroll > Reporting Agent Authorization screen topic.
  6. If you want to preview the report prior to, or instead of, printing it, click the Preview Selected button.
  7. To print the report and Forms 8655 as specified, click the Print Selected button. At this time, the application will mark the Reporting agent (Form 8655 filed) checkbox in the Electronic Filing section of the Payroll tax forms additional information dialog for the selected clients.

Removing client records from the Reporting Agent List report

If you want to remove a client from the list of client records for whom you are acting as a reporting agent, follow these steps.

  1. Choose Actions > Enroll > Reporting Agent Authorization.
  2. In the Reporting Agent Authorization screen, use the filter fields as needed to limit the clients that display in the Client enrollment grid.
  3. Choose the Terminate Clients option. The Client enrollment grid will display only the client records that meet your filter specifications and that do have the Reporting agent (Form 8655 filed) checkbox marked in the Electronic Filing section of the Payroll tax forms additional information dialog.
  4. Mark any other checkboxes as appropriate for each client. The checkboxes are described in detail in the Enroll > Reporting Agent Authorization screen topic.
  5. If you want to preview the report prior to, or instead of, printing it, click the Preview Selected button.
  6. Click the Print Selected button. At this time, the application will unmark the Reporting agent (Form 8655 filed) checkbox in the Electronic Filing section of the Payroll tax forms additional information dialog for the selected clients.

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