Print or eFile Federal or State Tax Forms

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Expand/Collapse item  Overview

Use this procedure to print or electronically file new or drafted federal and state tax forms using Federal and State Tax Reporting.

Expand/Collapse item  Before You Begin

If you print a yearly form or a form for the quarter, compare the check totals and employee totals before printing or electronically filing federal or state forms. For more information, see Employee Totals Verification.

 

To print or electronically file forms

  1. Select Payroll Period End menu > Federal and State Tax Reporting.

Note If Federal and State Tax Reporting is not activated, the Verify Account Information window appears. Click OK to verify your plan status and activate your account or click Demo to use Federal and State Tax Reporting in demo mode. For more information, see Verify Account Information.

  1. In the Form Type field, select one of the following:

    • Select Federal to print or electronically file a federal form.

    • Select State and then select the state to print or electronically file a state form.

    • Select Existing Reports to print a previously printed or electronically filed federal or state form. For more information, see Reprint or Refile Processed Federal and State Tax Reporting Forms.

    For more information, see Federal and State Tax Reporting - Fields.

  1. If you selected Federal or State, select the form to print or electronically file.

  1. In the Year and Quarter fields, enter the year and/or quarter depending on the form selected.

  2. Enter the company name, address, city, state, ZIP Code, federal ID number, state ID number, telephone number, fax, and trade name. The information entered in Company Maintenance appears by default, but it can be changed.

  3. In the starting and ending check date fields, enter the starting and ending dates for the report, if applicable.

  4. Use the Selections grid to select the employees for whom you need to print or file forms if necessary.

  5. Click Proceed.

Note If you are prompted to install a mandatory or an optional update, click Yes or Automatic Update 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.

  Expand/Collapse item If the form selected was previously saved with incomplete information

If the form type selected was saved with incomplete information, a message appears informing you that a work-in-progress version exists.

  • To complete the saved form, click Yes.

  • To enter a new form, click No.

  1. The tax reporting program will guide you through processing the form(s). For more information, see the help for the tax reporting program.

  2. When all forms are completed, print and/or electronically file the forms.

The forms are printed or electronically filed.