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Which tax forms should I order for year end?

Created on  | Last modified on 

Summary

Use the tables below to determine which forms (such as W-2 forms and 1099 forms) should be ordered for year-end processing.

Resolution

CAUTION: Sage Customer Support does not assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Please get in touch with your Sage business partner, network administrator, or accountant for assistance. Please refer to our Scope of Support document for details.



You can order all forms by calling 1-800-617-3224 or visit www.sagechecks.com/estore.


Form W-2 and W-3

Form TypeFederal SSA copyFederal W-3EmployerState and/or Local W-2EmployeeInstructions***
eFile W-2Record Copy - plain paperRecord Copy - plain paperRecord Copy - plain paperRecord Copy - plain paperBlank Perforated 4-Part**Plain paper
Printed W-2Plain Paper*Plain Paper*Record Copy - plain paperPlain paper*Blank Perforated 4-Part**Plain paper


Plain Paper*: The Federal W-2 and W-3 may be submitted to the IRS on plain paper with black ink.
Record Copy**: This form may be printed to blank paper for your records.
W-2 Instructions***: We recommend ordering blank 4 part perforated forms with instructions on the back. You may also print the instructions separately using blank non-perforated paper. Then photocopy the printed instructions to include with all the Employee W-2s you are mailing. If e-filing, you may select to have employee W-2 copies with instructions mailed to your employees for a fee.


Form 1099 - DocLink: With the 2023.0 release and later, these options will be available for all customers with a valid plan with or without a payroll subscription. Release 2022 and earlier required a payroll subscription.

Form TypeFederal 1099Federal 1096Payer, Recipient, and State**Instructions***
eFile 1099-NECPlain paper (record copy)Plain paper (record copy)

Blank Perforated 4-Part (4-up) without backer

Plain paper
Printed 1099-NEC

Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

eFile 1099-MiscPlain paper (record copy)Plain paper (record copy)

Blank Perforated 4-Part (4-up) without backer

Plain paper

Printed 1099-Misc

Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

eFile 1099-INTPlain paper (record copy)Plain paper (record copy)

Blank Perforated 4-Part (4-up) without backer

Plain paper

Printed 1099-INT

Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper

eFile 1099-K

Plain paper (record copy)Plain paper (record copy)

Blank Perforated 4-Part (4-up) without backer

Plain paper

Printed 1099-K

Plain paper

Plain paper

Blank Perforated 4-Part (4-up) without backer

Plain paper


ACA Forms

  • Employee 1095-B - Blank Full page w/instructions on back (Sage Forms #L1095BBLK)
  • Employee 1095-C - Blank Full page w/instructions on back (Sage Forms #L1095CBLK)



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