Reports and forms
To start working on a draft payroll tax form
The Select Payroll Tax Form window must be open.
- Click Saved Forms at the bottom of the Select Payroll Tax Form window to open the Saved Forms window.
Forms are listed in chronological order, with the most recently saved form at the top and the oldest at the bottom. The date and time each form was saved is shown in the rightmost column of the window. Completed files are indicated by a check mark in the "Completed" column.
- In the Saved Forms window, highlight the saved form that you want to work on and click Edit to display the form. (If the form you select can't be edited, the Edit button won't be available.)
All draft forms are displayed in the Payroll Tax Form Viewer.
To work on a draft instead of creating a new form
If a draft copy of a form already exists when you start to prepare a new form using the Select Payroll Tax Form window, a message will alert you that the draft exists. To work on an existing draft:
- Select 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.
- Click Display.
- 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 existing draft:
- If you want to work on the existing draft, choose Open it in the Draft File Found dialog and click Continue to open the draft form.
- If you want to start a new form, choose "Start a new draft form" in the Draft File Found dialog and click Continue to open the draft form. Your new draft will replace the existing one.
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