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

Prerequisites for Efiling

1. Install Federal and State eFiling and Reporting on each workstation requiring Efiling functions. See the related article: How to install, activate, update, and uninstall Federal and State Tax Reporting.
   1. Federal and State payroll tax forms can be printed to plain paper unless otherwise noted in the form viewer. There’s a fee to print and eFile.
2. Launch Payroll, Period End, Federal and State Tax Reporting.
3. Complete the Form Selection section:
   1. select Federal to access Federal forms or select the applicable State from the drop-down.
   2. Federal or State tax Form ID (in the box on the right side)
   3. Verify Company information such as the Company name, address, phone and Federal Tax ID. These are automatically populated from Company Maintenance. Modify as needed.
   4. Review the article: How to enter or change State and Local Tax ID #'s on Payroll Tax Reporting Forms.
4. In the Reporting Period section, verify the Year and Quarter.
   1. If this is the first time accessing this form or if there has been any changes to Company Information or Tax ID #s, a prompt appears for the Company Wizard Setup. Verify and correct information in each window.  Proceed through the wizard until the applicable form/report displays.

General Guidelines

• Fill in all the required fields
• For convenience, Press TAB to go to next required field in Red
• Verify all information on the report is accurate. Use the appropriate reports in Sage 100 ERP to help reconcile your tax forms (see related article below How to Process Payroll Period/Year End)
• The fields are editable. Any changes made in the form won’t be written/saved back into the Sage 100 ERP data files
• The tool bar at the top of each form provides navigation through multiple pages of the report output.

• • Depending on what phase of the report processing, selecting Print yields a review copy, a record copy (My Copy), or a copy to be signed and mailed to the filing entity
  • The toolbar has an option to save your work in Progress (see related article - How to reprint saved payroll and accounts payable tax forms)
  • Toolbar includes navigation buttons to move back or advance to the next step of the process

Efile preferences:

• eFIle - Allows for electronic filing of this report for a fee. No requirement to Print, fold, or mail. View details on eFile package pricing before proceeding.
• The Print window allows for printer setup and printing a signature-ready form to plain paper. After printing the forms, sign, fold and mail them to the applicable local, state and/or federal agency by the appropriate due date

Prompt options:

• • • Yes, will save your report in history and close the eFiling and Reporting window
    • No returns to the form viewer window