• Install Federal and State eFiling and Reporting on each workstation that requires eFiling.
• Printing federal and state payroll tax forms uses plain paper unless the form viewer states otherwise.
• Expect a fee for printing and eFiling services.

Open federal and state tax reporting

1. Open Payroll, Period End, Federal, and State Tax Reporting.
2. In Form Selection:
   • Select Federal or choose the appropriate state.
   • Enter the Form ID.
3. Verify company details:
   • Company name
   • Address
   • Phone number
   • Federal Tax ID
4. Update information if required.
5. Reporting Period:
   • Confirm the Year and Quarter.

Complete company wizard setup

• The system prompts the Company Wizard if you access the form for the first time.
• It also prompts after changes to company information or tax IDs.
• Review each window and correct any details.
• Continue until the form or report displays.

Follow general processing guidelines

Enter and verify form information

• Complete all the required fields before proceeding.
• Press TAB to move between the required fields shown in red.
• Review all entries for accuracy before submission.

Reconcile form data

• Compare form values with Sage 100 ERP reports.
• Use payroll reports to reconcile totals and confirm accuracy.

Edit form fields

• Edit fields directly within the form when needed.
• Changes stay only in the form and don’t update Sage 100 ERP data files.

Navigate the form

• Use the toolbar to move across form pages.
• Use the navigation buttons to move to the next or previous step.

Save work in progress

• Use the toolbar option to save incomplete forms.
• Return later to continue processing saved forms.

Print or eFile forms

eFile the report

• Select eFile to submit forms electronically.
• Review pricing details before submission.
• Skip printing, folding, and mailing when you eFile.

Print the form

• Open the Print window and configure the printer.
• Print a signature-ready copy to plain paper.
• Sign, fold, and mail the form to the correct agency before the due date.

Understand print behavior

• Print produces different copies depending on the process stage:
  • Review copy
  • Record copy (My Copy)
  • Signature copy for mailing

Respond to system prompts

• Select Yes to save the report to history and close the window.
• Select No to return to the form viewer and continue editing.