Preparing new payroll tax forms (other than W-2 and W-3)

Paying your employees > Payroll tax forms

Preparing new payroll tax forms (other than W-2 and W-3)

To prepare a new payroll tax form

1	Go to the Payroll command centre and click Prepare Payroll Tax Forms. The Select Payroll Tax Form window appears.

Your federal Tax ID number (EIN) should appear in the top right corner of the window. If this number doesn’t appear in the correct format, you will be prompted to re-enter it.

2	To select a federal form, select Federal in the Search by field.

To select a state form, select State in the Search by field and then choose a state from the drop-down list.

3	Select the form you want to prepare from the Form list.

4	Check 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 list or enter it in the appropriate fields.

5	Click Display. The MYOBPayroll Form Viewer appears.

note : Invalid or incomplete company information

If a message appears advising that some of your company information is invalid or incomplete, go to the the Company menu and choose Company Information to enter your details.

6	Complete the form:

▪	Enter the required information in all fields that are highlighted in red.

▪	If required, edit the fields that are highlighted in blue.

7	When you’ve finished editing information on the form, click Save to save a draft version of this form.

8	Click Next Step and then click Print to print a copy of the form for your records.

9	Click Next Step. A message appears requiring you to confirm that you have completed editing the form. If you have finished preparing the form, click Agree.

10	Click Print to print a copy of the form for your records.

11	Click Next Step. The Filing Options window appears.

12	Choose whether you want to print or eFile the form:

▪	If you want to print an official federal or state copy of the form, click Print.

▪	If you want to eFile the form, click eFile. Enter your eFile Username and Password in the eFile Login window that appears and then click Login. Follow the on-screen instructions to file the form.

▪	Registering for Payroll Forms Service

▪	Renewing your Payroll Forms Service registration

▪	Registering to eFile payroll tax forms

▪	Preparing new W-2 and W-3 forms

▪	Working with draft and completed payroll tax forms

▪	Printing payroll tax forms

▪	Filing payroll tax forms electronically

▪	Updating Payroll Forms Service

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