Verifying or modifying print options for W-2 and 1099 processing

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Prior to processing your W-2 or 1099 forms in the Actions > Process Payroll Tax Forms screen, you can verify or modify your form-related printing preferences (change the client copy format, change the filing method, select a printer, add separator pages, change form ordering worksheet options, and more) in the Print Options dialog.

The changes you make in the Print Options dialog are global overrides, meaning that they will override formats and filing methods that you have selected for individual clients, making those options unavailable at the client level.  This may be useful when you would like to make a change to printing preferences or filing methods for all clients, rather than having to change the settings for each client individually. 

  1. From the Actions > Process Payroll Tax Forms screen, click the Print Options button.
  2. In the Print Options dialog, make any necessary changes.

Note: For explanations of the sections and fields within the Print Options dialog, see Print Options dialog - Form W-2 or Print Options dialog - Form 1099.

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