Reports and forms

To link payroll category items to fields on a form

The Select Payroll Tax Form window must be open.

  1. Click Saved Forms and choose the form you want to edit from the list in the Saved Forms window.


  2. If some required data fields need to be linked to payroll category items, the Link Setup window will display:


  1. Use the drop-down lists in this window to select the type of data that should appear in each of the linked fields.
  2. Click Finish to return to the Payroll Tax Form Viewer and finish preparing your form. The corrected fields will contain data from the payroll categories you linked to those fields.
    -- OR --
    If all required fields on the form have been linked to payroll category items, the Payroll Tax Form Viewer will open. To re-link any field to another payroll category item:
  1. Click in that field to display the Link Setup window.
  2. Use the drop-down lists in the Link Setup window to re-link that field to the correct payroll category item.

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