Reports and forms

To edit information in fields on payroll tax forms

The Payroll Form Viewer must be open.

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

  1. 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. Until you designate it as complete, every form displays the current date (as defined by your computer's internal clock) unless you change the date.


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


    If the field should contain calculated data extracted from a payroll data category, the Set Up Link window will display. Choose the correct category to be linked to this field. (To link payroll category items to fields on a form)
    If the field requires data but doesn't need to be linked, click in the field. The typing cursor will appear; type the information directly into the field.
    Notes:
    You can't eFile or print certified copies of any form until you've entered all required information

    Where to get answers to your questions about payroll tax forms
  1. To change information in fields that aren't highlighted:


  1. Click in the field for which you want to change information. The field will be highlighted in blue and the typing cursor will appear.
  2. Delete any existing information and type the correction in its place.
  1. When you're finished editing information on the form, click Save to save a draft version of this form.


    -- or --

    Click Next Step to continue working in the Payroll Tax Form Viewer before saving the form.

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