Modules

AZ Form A1-T - Withholding Transmittal of Wage and Tax Statements

Complete Form A1-T if you are unable to transmit your federal Forms W-2 and W-2c reporting Arizona income and/or Arizona income tax withheld, and federal Forms W-2G and 1099 series reporting Arizona…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CFS Form Order Worksheet

This module, which is accessed by selecting COMPLETE FORMS ORDER on the HELP menu, contains a worksheet to be used as an aid when ordering preprinted RED forms, perforated blank paper, and windowed e…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

CO Form DR 1093 - Annual Transmittal of State W-2 Forms

The DR 1093 Annual Transmittal of State W-2 Forms should be filed in January for withholding taxes reported on W-2s for the prior calendar year. Click the link to see the instructions.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CO Form DR 1106 - Annual Transmittal of State 1099 Forms

The DR 1106 Annual Transmittal of State 1099s should be filed in January for withholding taxes reported on Federal form 1099. Click the link to see the instructions.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CT Form CT-1096 – Connecticut Annual Summary and Transmittal of Information Returns

Form CT-1096 in CFS Payroll System is not the official form and has not been approved by Connecticut. It should not be submitted to the state even if you have an electronic filing waiver. If you are…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CT Form CT-W3 or CT-1096- CSV File Upload Instructions

This screen is accessed from the CT Form CT-W3 or CT-1096 CSV File Upload entry in the Module Library list. See also Form CT-W3 or Form CT-1096. This module prepares the CSV file for Form CT-W3 or CT…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

DE Form W3 - Annual Withholding Reconciliation Statement (for e-file only)

Delaware Form W3 must be e-filed by bulk filers. Do not submit a paper copy of this form to the state. This module is a template allowing the saved data to be used to create a bulk CSV file containin…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

DE W3 - CSV File Upload Instructions

The DE Form W3 CSV File Upload screen is accessed from the "DE W3 - CSV File Upload to Delaware Taxpayer Portal" entry in the Module Library list. See also DE Form W3. This module prepares the CSV fi…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 1096 - Annual Summary and Transmittal of US Information Returns

Form 1096 is used to transmit paper Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G to the IRS. The form is a summary of the individual forms. For further information: See the instructions on the…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1098 - Mortgage Interest Statement

See the specific instructions for Form 1098. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Modul…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1098-T - Tuition Statement

See the specific instructions for Form 1098-T. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Mod…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-A - Acquisition or Abandonment of Secured Property

See the specific instructions for Form 1099-A. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Mod…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-B - Proceeds From Broker and Barter Exchange Transactions

See the specific instructions for Form 1099-B. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Mod…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-C - Cancellation of Debt

See the specific instructions for Form 1099-C. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Mod…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-DIV - Dividends and Distributions

See the specific instructions for Form 1099-DIV. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the M…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-INT - Interest Income

See the specific instructions for Form 1099-INT. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the M…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-MISC - Miscellaneous Information

See the specific instructions for Form 1099-MISC. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-NEC - Nonemployee Compensation

See the specific instructions for Form 1099-NEC. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the M…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-PATR - Proceeds from Broker and Barter Exchange Transactions

See the specific instructions for Form 1099-PATR. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-R - Distributions From Pensions, etc.

See the specific instructions for Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs,Insurance Contracts, etc. See the 1099/1098 General Instructions for Ge…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-S - Proceeds From Real Estate Transactions

See the specific instructions for Form 1099-S. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Mod…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form 1099-SA - Distributions from an HSA, Archer MSA, or Medicare Advantage MSA

See the specific instructions for Form 1099-SA. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Mo…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Form W-2 and W-3

See Instructions for Form W-2 and W-3. The above link displays the instructions as a PDF file. If the instructions are not displayed be sure that Acrobat Reader has been installed. Form W-2. This mod…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Form W-2G - Certain Gambling Winnings

See the specific instructions for Form W-2G. See the 1099/1098 General Instructions for General Instructions for Forms 1099/1098. To fill in Form 1096 using this data, select FORM 1096 from the Modul…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

GA Form G-1003 - CSV File Upload Instructions

The G-1003 CSV File Upload screen is accessed from the GA Form G-1003 CSV File Upload entry in the Module Library list. See also Form G-1003. This module prepares the CSV file for Form G-1003 filing…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

GA Form G-1003 – Income Statement Return

Instructions for Preparing the G-1003 If you file and pay electronically or are filing Form G2-FL you must file the G-1003 and related statements electronically. Also persons who are federally requir…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

ID Form 967 -Idaho Annual Withholding Report

Use Form 967, Idaho Annual Withholding Report – to report the total taxable wages and reconcile the total amount of Idaho taxes you withheld during the calendar year to the amount you paid to the Ida…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

MO Form MO W-3 - Transmittal of Tax Statements

This form is used to transmit tax statements W-2 and 1099. Click the link to see the form instructions.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

NJ Form NJ-W-3 - Reconciliation of Tax Withheld

This module imports summary Form W-2 information to complete New Jersey Form NJ-W-3. Form NJ-W-3 is scanned by the state. Submit only originals. The form is due February 15th. Beginning with tax year…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

North Carolina Form NC-3, Annual Withholding Reconciliation

Form NC-3 must be filed electronically on the North Carolina website. Forms W-2 and 1099 must also be filed electronically. See the following links for information on filing options. CFS support elec…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

OR Form OR-WR- Electronic Filing Instructions

Beginning with tax year 2019, Form OR-WR must be filed electronically. CFS Payroll System supports electronic filing by creating a multi-employer XML file that can be uploaded to the Oregon DOR websi…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Ohio IT 3, Transmittal of W-2 and 1099-R Statements

Since all employers are required to file their Ohio employer and school district withholding returns and payments electronically, all employers, retirement system payers and or third-party administra…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Oregon Form OR-WR – Annual Withholding Tax Reconciliation Report

Beginning with tax year 2019, Form WR must be filed electronically. CFS supports multiple employer e-filing by creating an XML submission file that you can upload to the Oregon website. See the OR Fo…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

PA Form REV-1667 - Annual Withholding Reconciliation Statement

Notes on Importing Data: The following will import to Part I: 1a - Number of W-2s. 1b - Number of 1099-Rs and 1099-MISCs and 1099-NECs. 2 - W-2 state income, 1099-R state distribution (box 14), 1099-…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

PA Form REV-1667 - CSV File Upload Instructions

The REV-1667 CSV File Upload screen is accessed from the PA Form REV-1667 CSV File Upload entry in the Module Library list. See also Form REV-1667. This module prepares the CSV file for Form REV-1667…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

South Carolina Form WH-1612 – Transmittal Form for W-2s or 1099s Submitted by CD-ROM or Paper

You must complete the entire WH-1612 and file it with the SCDOR if you file W-2s, W-2cs, W-2Gs and/or any forms in the federal Form 1099 series with South Carolina withholding by paper or by CD-ROM.…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

West Virginia Form WV/IT-103 - Withholding Year End Reconciliation

Employers are required to furnish each employee a Withholding Tax Statement (Form W-2 or an approved substitute) on or before January 31st of the following year. A copy of each employee’s Withholding…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

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