To work on a periodic state or federal payroll tax form

To work on payroll tax forms for various reporting periods

The Select Payroll Tax Form window must be open. Your Federal Tax ID number (EIN) should appear in the top right corner of the window. If this number doesn't appear in the correct format, you will be prompted to re-enter it.

Note: Changes you make here do not affect the data in your company file

To select a federal form, choose Federal in the "Search by" field.

To select a state form

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 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.

These are the Display Options on the Select Payroll Tax Forms window and the settings that you can specify for each:

One Year -- The reporting year displayed is based on the current payroll year in your company file.

One Quarter -- 1st Quarter through 4th Quarter

One Month -- January through December

Data must be calculated on a monthly basis for some forms

Daily -- Use the drop-down menu in the Date field to enter the date for which data will be reported.

Date Range -- Enter the first and last days in the range in the Start Date and End Date fields.

To prepare a new form, click Display to begin working on the form in the Payroll Tax Form Viewer. (To start working on a new payroll tax form)

-- or --

If a draft version of a form exists when you click Display

To work on a draft payroll tax form

If some fields need to be linked to payroll category items, the Link Setup window will display. Use the drop-down lists in this window to select the type of data that should appear in each of the linked fields. (To link payroll category items to fields on a form)

Until it is complete, every form displays the current date (as defined by your computer's internal clock) unless you change the date on the form. To change the date on any draft payroll tax form, click in the form's date field and select the correct date from the drop-down calendar.

To enter required information that is missing from the form, click in a field that is highlighted in red:

If the field requires data but doesn't need to be linked, click in the field. The typing cursor will appear; type the required information directly into the field.

If you need to re-link a data field with a payroll category item, click in the field to display the Set Up Link window. Choose the correct payroll category item from the drop-down list.

You can't eFile or print certified copies of any form until you've entered all required information

To save a payroll tax form as a draft, click the Save icon at the top of the window (or choose Save from the File menu).

Choose Quit MYOB Form Viewer from the Forms Viewer menu.

Confirm that you want to save the draft by clicking Yes in the Save Changes dialog. Your form will be saved in the Saved Forms list, and you will return to the Select Payroll Tax Form window.