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Payroll Government Reports

Using the State Tax Filing Reports

You can use this window to fill out state forms for the purpose of printing or eFiling.

Before you start

  • Before approving these state forms for submission to the government, be sure you have processed and posted all payroll for the quarter.
  • Ensure that all default company information (such as tax IDs) are listed in the Payroll Setup Options window.
  • If an employee resides in a foreign country, you must enter the full name of the country in the Country field of the Employee Payroll window.

To print the report

  1. From Government Reports, select State Tax Filing.
  2. Select the state that you want to file a tax form from the state drop-down list.
  3. Click on the tax form you want to report in the box beneath the state drop-down list.
  4. Optionally, specify a selection list in the Selection List field.

    If you do not specify a selection list, reports include all employees. If you specify a selection list, reports include only employees in the selection list.

  5. Select the quarter or date range of the form in the Period field.
  6. Enter the year of the tax form you want to file in the Year field.
  7. Click the Display button to open the Sage Payroll Tax Forms and eFiling by Aatrix report form window where you can make further edits to the form.
  8. If prompted by Sage Payroll Tax Forms and eFiling by Aatrix to update your forms, follow the prompts.

    Note: If you are viewing a report for the first time this year, you may be required to complete the Sage Payroll Tax Forms and eFiling by Aatrix Company Wizard, a window for you to confirm or enter your default company information for the tax forms.

  9. Click Print or Save on the form window and chose your print or file destination.
  10. When you are finished, click Close.

To review historical forms

Click on the History button, and another window will open with forms you have completed in the past. This button launches the Sage Payroll Tax Forms and eFiling by Aatrix window in which you can view and edit tax filing forms you have previously completed using Sage Payroll Tax Forms and eFiling by Aatrix. You are not required to use the eFiling service in order to view and print your tax forms.

To learn more about the forms and eFiling functionality, read About Sage Payroll Tax Forms and eFiling by Aatrix.