Filtering payroll tax reconciliation forms for processing

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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)

Use the filtering fields to select the payroll tax reconciliation forms that you want to process.

  1. In the Actions > Process Payroll Tax Forms screen, select Reconciliation from the Form Type drop-down list.
  2. Select the frequency of the forms that you want to process - Monthly, Quarterly, Semi-Annually, Annually, and then the Month, Quarter, and Year as appropriate.
  3. To process only forms that have not yet been processed, select Not Processed from the Status drop-down list.

Note: You can filter down to a very specific group of forms using the many filtering fields available. For more detailed filtering options and some examples of how they can be used, refer to Filtering data in the Process Payroll Tax Forms screen

Related topics

Workflow - Processing payroll tax reconciliation forms

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