Global W-2/1099 Ordering Worksheet

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Payroll Compliance module

The Global W-2/1099 Ordering Worksheet allows you to run a report to calculate the minimum number of sheets needed when it’s time to order W-2 and 1099 forms for your clients. The worksheet can be previewed, printed, or exported to ASCII or DIF file format (using the Utilities > Export dialog).

Choose either W-2 Form Processing or 1099 Form Processing from the Utilities menu, and then choose Global W-2/1099 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.

Special information

A variety of checks styles and payroll tax forms compatible with CSA check and form layouts are available from the Forms CS website.

Tabbed pages in this dialog

Client Selection tab

To specify which 1099 forms to include in the report, either highlight the 1099 type and click the Select button to move it to the selected pane or click the Select All button to move all 1099 types to the selected pane.

To move form types from the selected pane back to the available pane, click the Remove button or, to move all types back to the available pane, click the Remove All button.

Fields & buttons

Choose the year for which you want to run the worksheet by selecting it from the F4 drop-down list.

Mark the checkboxes for any information you want to include in the report:

W-2. When this checkbox is marked, the report will include W-2 information. This checkbox is marked by default.

1099. When this checkbox is marked, the report will include 1099 information. This checkbox is marked by default.

Client Information. When this checkbox is unmarked (the default), the report will display only summary client information. When this checkbox is marked, the following two options become available:

  • List clients selected. When this option is selected, the worksheet will contain a list of the client IDs and names for those clients included in the report.
  • Include client detail. When this option is selected, the worksheet will contain the appropriate form copies and number of sheets for each client included in the report.

To preview the report, click the Preview button. You have the option to print the report from the Preview window. To print the report, click the Print button. To close the dialog without previewing or printing, click the Cancel button.

Related topics

Export [Utilities menu]

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