Program Operation and Utilities

Can forms be printed to separate PDF files for each recipient?

Yes, if the print operation is performed one recipient at a time. If multiple recipients are selected to be printed to a PDF, they will all be included in a single PDF file. Open Payroll System and c…

Eric
Updated by Eric

Create IRS Bulk TIN Matching File

This option allows the user to copy employee/recipient information from one form to another or to create a second form for the same recipient and is accessed from the Utilities menu on the Client Lis…

Nina Tchistiakova
Updated by Nina Tchistiakova

Create SSN Verification Upload File

The Social Security Number Verification Service (SSNVS) is one of the services offered by Social Security Administration's (SSA) Business Services Online (BSO). It allows registered users (employers…

Nina Tchistiakova
Updated by Nina Tchistiakova

Mask an employee's SSN/TIN on printed payee statements

Payroll System can be instructed to only show the last four digits of the SSN/TIN (e.g. XXX-XX-1234). The IRS program for truncating an individual’s identifying number on paper payee statements was e…

Eric
Updated by Eric

Printer Alignment

Not all printers are alike, so when printing to a red Copy A form, if the numbers print outside the boxes, CFS Payroll System is equipped with a printer alignment feature that can adjust the position…

Eric
Updated by Eric

Printing Information Returns

The Print Forms Screen displays when the user selects PRINT W-2/1099 from the module list on the Module Library screen in the W-2/1099 Information Returns program. The same screen is displayed when t…

Greg Hatfield
Updated by Greg Hatfield

Read IRS Bulk TIN Matching Results File

CFS supports the TIN Matching service through these menu functions by creating a properly formatted file with the TIN/name combination of all vendors checked as 1099 payees entered in the Vendor Paym…

Nina Tchistiakova
Updated by Nina Tchistiakova

W-2/1099 Summary Reports

The W-2/1099 Summary Reports screen can be accessed from the REPORTS - W-2/1099 menu. Several summary reports may be printed from this screen for the current employer. They include W-2 Summary, 1099/…

Greg Hatfield
Updated by Greg Hatfield

W2/1099: Transferring data between 1099-MISC form and 1099-NEC form

Click Utilities (you’ll find menu items near upper left hand corner of Payroll System) Click Copy Employee/Recipient Info to Another Form ". Click Copy from 1099-MISC Recipients.. Select the recipien…

Eric
Updated by Eric

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