How to print or efile Federal or State tax forms and reports

In order to print Federal & State tax forms and reports, you must first install Federal & State eFiling & Reporting on each workstation that will need access. Please see the related article, DocLink: How to install, activate, update, and uninstall Federal and State Tax Reporting

Federal & State payroll tax forms can be printed to plain paper (unless otherwise noted in form viewer) &/or eFiled for a fee.

1. In Payroll, Period End, Federal and State Tax Reporting.
2. In the Form Selection section, select Federal to access Federal forms or select the applicable State from the drop-down
3. Highlight applicable Federal or State tax Form ID (in the box on the right side)
4. Verify Company information
   • *Note: Company name, address, phone and Federal Tax ID are automatically populated from Company Maintenance, but can be changed
   • Please see DocLink: How to enter or change State & Local Tax ID #'s on Payroll Tax Reporting Forms
5. In the Reporting Period section, verify the Year and Quarter
6. Click Accept
7. If this is the first time accessing this form or if there has been any changes to your Company Information or Tax ID #s, you will be prompted to go through the Company Wizard Setup. Verify information in each window and proceed until applicable form/report is displayed
8. Each form/report has specific requirements but most forms have the following guidelines: Fill in all required RED fields (TIP: Press TAB to navigate to next required RED field)
   • Verify all information on entire report is accurate, use appropriate reports in Sage 100 ERP to help reconcile your tax forms (see related article below How to Process Payroll Period/Year End)
   • Data in BLUE fields can be changed if necessary. Note: Any changes made in the form will not be written/saved back into your Sage 100 ERP data
9. Use the tool bar at the top of each form:
   • Left - Right page arrows - Navigates through multiple pages of the actual report (if applicable)
   • Print - Depending on what phase of the report processing you are in, clicking Print yields a review copy, a record copy (My Copy), or a copy you can sign and mail to the filing entity.
   • Save - Saves your work in Progress (see related article - How to reprint saved payroll & accounts payable tax forms)
   • Prev & Next Step - Goes back or Advances to next step of the process
10. Filing Options - Select your preference:
    • eFIle - to electronically file this report for a fee. No printing, folding, or mailing is required. There should be a link to view details on eFile package pricing
    • Print - to open a Print window, which allows you to set up your printer and prints signature-ready form to plain paper. When done printing your forms, you must sign, fold and mail them to the applicable local, state and/or federal agency by the appropriate due date.
11. Processing Complete prompt options:
    • Yes - will save your report in history and close eFiling & Reporting window
    • No - will take you back to the form viewer window