Federal/State eFiling and Reporting

Window Details		How Do I...
	Navigation		Print a Report, Listing, or Form
	Overview		Print or eFile Federal or State Forms
	Fields		Reprint or Refile Federal/State eFiling and Reporting Forms

Related Topics
	Verify Account Information		Employee Totals Verification

Navigation

To access Federal eFiling and Reporting, select Payroll Period End menu > Federal eFiling and Reporting.

To access State eFiling and Reporting, select Payroll Period End menu > State eFiling and Reporting.

Overview

Use Federal eFiling and Reporting to print signature-ready plain paper federal tax forms. You can also use this task to electronically file federal tax forms.

Use State eFiling and Reporting to print signature-ready plain paper state tax forms. You can also use this task to electronically file state tax forms.

These tasks also allow you to open previously printed tax forms to preview or print.

The eFiling system transfers federal, state, and local forms electronically to the appropriate federal, state, or local agencies by an approved method (including but not limited to fax or mail). To use this system, the online enrollment process must be completed as well as a signed authorization form from each company, taxpayer, or authorized representative of the company or taxpayer.

Note To use this task you must have an Internet connection and a current Sage Client Care plan.

Warning Only one session of eFiling and Reporting can be run per workstation at any time.

Note If you are prompted to install a mandatory or an optional update, click Yes and then follow the on-screen instructions. You must install mandatory updates to continue processing, and you must install optional updates to maintain current forms and programs. Updates must be installed on each workstation. Administrative permissions in Windows is recommended to perform the update. On terminal server, all users must exit eFiling and Reporting, and updates must be run by a single-user session with administrative permissions.

Fields

Federal	ZIP Code
State	Federal ID No.
Existing Reports	State ID No.
Form ID	Telephone
Form Description	Fax
Period	Trade Name
Year	Date
Quarter	Employee No.
Name	Kind of Employer
Address	Misc Earnings Code
City	Misc Deduction Code
State