Reports and forms

To work on a draft payroll tax form

The Select Payroll Tax Form window must be open.

  1. Click Saved at the bottom of the Select Payroll Tax Form window to open the Open Report 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 noted in the Status column.
  1. In the Open Report 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 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:

  1. Select the form you want to prepare in the Form list.


  2. 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.


  3. Click Display.


  4. If a draft version of a form exists when you click Display, the Previous Draft alert will appear. You have the option of starting a new form or editing the existing draft:


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