Select and View Payroll Tax Forms

To open the Selector window, do the following:

1. On the Sage 50Reports & Forms menu, select Forms, then Tax Forms.
2. In the Forms List, double-click Payroll Tax Forms.

1. Use the option buttons to select the appropriate form: Federal, State, or Existing Form.
• If you choose Federal, the available ones appear in the Available Forms box. Select the desired form in the list. Proceed to step 2 below.
• If you choose State, you must first use the drop-down list to select the appropriate state; the available state forms appear in the Available Forms box. Select the desired form in the list. Proceed to step 2 below.
• If you've already worked on and saved a payroll tax form or forms, select Existing Form, and click OK.

The Open Report window appears. Here, you can select the report or report you want to view onscreen. Skip the remaining steps below. How do I use the Open Report window?

2. In the Select filing period group box, use the Frequency drop-down list to choose the appropriate period covered by the filing. You have the following choices:
• Yearly—Select the appropriate year from the Year drop-down list. Available choices will depend on your open payroll tax years.
• Quarterly—A Quarter drop-down list will be available. Select the appropriate quarter (1st, 2nd, 3rd, 4th) that you want the form to cover.
• Monthly—A Month drop-down list will be available. Select appropriate month (January through December) that you want the form to cover.
• Daily—A Date drop-down list will be available. Drop down the list, and a calendar appears; the current date is circled in red. Navigate through the calendar, and select the appropriate date you want the form to cover.



• Date Range—Start Date and End Date drop-down lists will be available. Drop down the list, and a calendar appears; navigate through the calendar, and select the appropriate starting and ending dates for the date range you want the form to cover.

If you chose Federal Form W-2, in the Select employees for W-2s group box, use the Type drop-down list to choose the number of employees you want to file for:

• All—Select this if you want to file W-2s for all employees of the company.
• Range—Select this if you want to specify a range of employees. From and To drop-down lists will be available; use them to specify the range of employees.
• Equal to—Select this if you want to specify a single employee. Then use the From drop-down list to choose the appropriate one.

Once you've made all selections, click OK. A special form viewer will appear displaying the chosen tax form on the computer screen. For directions on working in the viewer, use the Help menu.