Reports and forms
To start working on a new payroll tax form
The Select Payroll Tax Form window must be open. Your Federal Tax ID number (EIN) should appear in the top right-hand corner of the window. If this number doesn't appear in the correct format, you will be prompted to re-enter it.
- To select a federal form, choose Federal in the "Search by" field.
Note: Forms 1099 and 1096 cannot be prepared or filed using the MYOB Payroll Forms Service
To select a state form, choose State in the "Search by" field. Then select a state from the drop-down list.
- Highlight the name of the form you want to prepare in the Form list.
- Verify that the Display Options area of the window shows the correct information about the reporting period for this form. If the reporting period is incorrect, select the appropriate period from the drop-down list or enter it in the appropriate fields.
- To prepare a new form, click Display to begin working on the form in the Payroll Tax Form Viewer.
To prepare a new Form W-2 or W-3, click Display to begin working in the Set Up W-2 Forms window. (To set up Forms W-2 and W-3)
If a draft version of a form exists when you click Display, the Draft File Found dialog will appear. You have the option of starting a new form or editing the draft:
- If you want to work on the existing draft, choose Open it and click Continue to open the draft form in the Payroll Tax Form Viewer.
- If you want to start a new form, choose Start a New Draft and click Continue to open the draft form. Your new draft will replace the existing one.
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