Finding a report of how many forms were prepared

Eric Updated by Eric

Payroll System can generate a list detailing how many forms of each type were created for each employer (or payer).

This procedure can also be followed in the prior year's program to estimate how many forms you might generate for the upcoming year.
  1. With W-2/1099 Information Returns in the Select Program to Display pulldown, click Reports.
  2. Mark Employer/Payer List with Form Totals.
  3. Click Preview (or Print) to view the printout.

How did we do?

Export client list to Excel

Health Insurance Compensation for 2% Owners of S-Corps

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