Title bar

Shows the name of the currently displayed form.

Menu bar

Provides a set of menus containing options for preparing and finalizing forms

File menu options

• Save -- Saves a draft copy of this form, including all entries you've made so far.

• Print Preview -- Displays the document on the screen as it would appear printed.

• Print -- Depending on the phase of the form process 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.

Note:  You will be able to print only demo copies of most forms until you have registered

• eFile -- Electronically files a form by using the MYOB eFile server. You must enroll for this service.

Edit menu options

• Undo -- Reverses the previous editing operation

• Cut -- Deletes data from the document and moves it to the clipboard

• Copy -- Copies data from the document to the clipboard

• Paste -- Pastes data from the clipboard into the document

• Clear -- Delete the entry in the selected field

• Select All -- Select all entries

• Add Page -- Adds additional pages if needed. (This option appears only on multiple page forms.)

View menu options

• Previous Page -- Goes back to a previous page of the form.

• Next Page -- Advances to the next page of a form.

• Previous Step -- Goes back to the previous step of the process.

• Next Step -- Proceeds to the next step of the process.

• Toggle Drawer -- Displays or hides the thumbnail for the currently displayed form

• Actual Size -- Displays the form in approximately its full printed size.

• Double Size -- Displays the form at approximately twice its full printed size.

• Triple Size -- Displays the form at approximately three times its full printed size.

Help menu options

• Help -- Displays an index of help topics.

• Registration -- Displays the MYOB Payroll Tax Forms Registration window, where you can register to prepare and file certified copies of your payroll forms.

• Update Forms -- Connects to the Internet for the latest versions of application and forms.

Progress indicator

A progress indicator appears just below the Menu bar. This indicator graphically depicts your progress in the three main phases of the Payroll Tax Forms processing procedure.

Action toolbar

The Action toolbar is located directly beneath the progress indicator. The buttons in this toolbar change or become available depending on the current phase of preparation. The box in the center of this toolbar displays messages and prompts to help you complete the current step in the preparation process and advance to the next.

Prev and Next buttons

This tool is active only for forms with multiple pages. Click Prev to return to the previous page of the form you are working on. Click Next to move to the next page of the form.

Note:  Each employee's W-2 is displayed separately in the Payroll Tax Form Viewer

Page Jump menu

This tool is active only for forms with multiple pages. This menu shows the number of pages. Select the page to jump to that page.

Previous Step, Next Step

Click the Previous Step and Next Step buttons to go to the next or last phase of the preparation process for the current form.

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

Print

Depending on where you are in the forms preparation procedure, the Print button will print a draft copy, a copy for your records ("My Copy"), or the final copies that you will sign and mail to the filing entity.

Save

Saves data to a file. If you've brought in new data, a dialog will warn you that existing data will be overwritten. If you close the application without saving your data, the application will prompt for it.

eFile

This button is available only if you have completed everything required to prepare the displayed form. If you haven't already registered for the MYOB eFile Program, clicking this button displays a dialog with instructions for enrollment. If you have already enrolled for MYOB eFile, you will be guided through the eFile process step by step.

Form display

The form display area of the Payroll Form Viewer shows a facsimile of your final printed form. The facsimile includes a number of tools that make it convenient to correct and update the information on that form.

The entire Payroll Form Viewer is resizable. It can be used at maximum size to cover your entire screen, or scaled to show only the toolbar buttons. Resize it as you would any other window to comfortably fit the way you like to work.

Focus rectangles

Animated marquees outline certain fields on the form:

• Blue marquees identify the field where you are currently working.

• Red marquees outline required fields. Red marquees change to blue once an entry is made in a required field.

Note:  Red fields must be completed before you advance to the next step

• A blue shaded area indicates fields in which data can be manually entered or changed.