Printing the W-2 or 1099 Ordering Worksheet

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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 W-2 or 1099 Ordering Worksheet to calculate the minimum number of sheets needed when it's time to order W-2 and 1099 forms for your clients. Follow these steps to preview or print a W-2 or 1099 Ordering Worksheet.

Note: This worksheet calculates the absolute minimum number of sheets you need to order. It does not take into account additional factors such as the W-2 separator option, additional copies needed for Copy 1, additional copies to account for printing errors, or additional copies needed per your business practices. Please take these factors into consideration before ordering your forms.

  1. Choose Actions > Process Payroll Tax Forms.
  2. Select either W-2 or 1099 from the Form type drop-down list and, for 1099 forms, select the 1099 type.

    Note: The Ordering Worksheet must be run for each 1099 type separately.

  3. Select the appropriate year from the Year drop-down list and then click the Refresh button.
  4. In the Form Selection grid, mark the checkboxes next to the clients you want to include in the Ordering Worksheet.
  5. Click the Print Options button to open the Print Options dialog for Form W-2 or the Print Options dialog for 1099 forms.
  6. In the W-2 or 1099 Ordering Worksheet Options section, specify the level of detail you want to include in the worksheet. When the Client Information checkbox is unmarked, the Ordering Worksheet displays only the summary totals for all selected clients, with no individual client information included. When this checkbox is marked, you can choose one of the following options to specify the level of detail you want to include in the worksheet.
    • List clients selected. When this option is chosen, the worksheet displays the summary totals for all selected clients and also lists the clients that are included in the worksheet.
    • Include client detail. When this option is chosen, the worksheet breaks down the summary totals by individual client.
  7. Click OK to save your selections and close the Print Options dialog.
  8. Click the View Ordering List button to preview the worksheet.
  9. To print the report, click the Print All Reports button, choose your printing options in the Print dialog, and click OK.

See also

W-2 form setup and processing

1099 form setup and processing

Accounting CS, Ordering Forms W-2, 1099, and 1095-C

Payroll tax processing, overview

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