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Reprint, Edit, or Remove Saved Tax Forms and Reports

Created on  | Last modified on 

Summary

Use Federal and State Tax Reporting to access saved payroll tax forms and reports in Sage. You can also view, edit, reprint, or remove saved A/P 1099 tax forms.

Resolution

Open Federal and State Tax Reporting

You can open Federal and State Tax Reporting from either menu:
  • Payroll, Period End, Federal and State Tax Reporting
  • Accounts Payable, Reports, 1099 eFiling and Reporting

Edit, reprint, or remove saved Payroll tax forms and reports

  1. Open Federal and State Tax Reporting.
  2. Select Existing Reports in the Form Type field.
  3. Click Accept.
  4. In the Open Report window, select the applicable form and period.
  5. Select the saved form.
After you select the form, these options become available:
  • View/Print opens the form in FormsViewer and displays the saved information.
  • Edit opens the form in FormsViewer and lets you update saved information.
  • Remove deletes the selected report from the reports list.

Access work in progress tax reports

Payroll tax reports

  1. Open Federal and State Tax Reporting.
  2. Select Existing Reports.
  3. Click Accept.
  4. Review the reports listed in the Open Report window.
  5. Select the applicable form and period.
Reports that you previously saved remain available in this list until you remove them.

Access prior-year payroll tax reports

  1. Open Federal and State Tax Reporting.
  2. Select Existing Reports.
  3. Click Accept.
  4. Select the prior-year form and reporting period from the Open Report window.
  5. Use View/Print to display or print the report.

Edit, reprint, or remove saved A/P 1099 tax forms

  1. Open Form 1099 Tax Reporting.
  2. Select History from the Forms to Use list.
  3. Click Accept.
  4. In the Open Report window, select the applicable form and period.
  5. Select the saved form.
After you select the form, these options become available:
  • View/Print opens the form in FormsViewer and displays the saved information.
  • Edit opens the form in FormsViewer and lets you update saved information.
  • Remove deletes the selected report from the reports list.

Access prior-year A/P 1099 reports

  1. Open Form 1099 Tax Reporting.
  2. Select History from the Forms to Use list.
  3. Click Accept.
  4. Select the prior-year form and reporting period.
  5. Use View/Print to display or print the form.

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