Using the Federal Tax Filing Reports

You can use this window to view and complete federal tax forms for the purpose of printing or eFiling.

Before you start

• Before approving these federal forms for submission to the government, be sure you have processed and posted all payrolls for the quarter.
• If an employee resides in a foreign country, you must enter the full name of the country in the Country field of the Payroll Employees window.

To print the report

1. From Government Reports, select Federal Tax Filing.
2. Select the federal tax form to file.
3. 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.

4. Depending on the filing frequency of the report you select, enter the Period and/or Year of the tax form you want to file as applicable.
5. Click the Display button. Sage Payroll Tax Forms and eFiling by Aatrix launches the Forms Wizard in another window where you can make further edits to the form and choose to print or eFile.

   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.

6. When you are finished, click Close.