Payroll Tax Form Selector

The Form Selector allows you to print federal and state tax forms on plain paper. If your company has subscribed to a plan that includes access to payroll tax forms, you'll be able to generate current payroll tax forms based on your Sage 50 company data, enter or edit data on those forms, and then print the forms on plain paper, ready for signatures and for filing with the appropriate tax authorities.

First, you select the form (federal or state) you want using the Form Selector. Click OK, and a special form viewer lets you preview the form onscreen before printing.

To open the Payroll Tax Form Selector

1. On the Sage 50 Reports & Forms menu, select Forms, then Tax Forms.
2. In the Forms list, double-click Tax Forms.
3. Select form type.
   Use the option buttons to select Federal, State, or Existing Form.

   Federal: The available federal forms appear in the Available Forms box. Select one from the list, and a brief description appears in the Description text box.

   State: Use the drop-down list to select the appropriate state; the available state forms appear in the Available Forms box. Select one from this list, and a brief description appears in the Description text box.

   Existing Form: If you have already worked on and saved a form or forms, select this option to see a listing. When you click OK, a separate Open Report window appears. Here, you can select the report or report you want to view onscreen.

4. Select filing period
   Frequency: Depending on the form that you've chosen under Select form type, the Frequency drop-down list will offer different options, including

   • Yearly—Select the appropriate year from the Year drop-down list. Available choices will depend on your open payroll tax years.
   • Quarterly—A Quarter drop-down list will be available. Select the appropriate quarter (1st, 2nd, 3rd, 4th) that you want the form to cover.
   • Monthly—A Month drop-down list will be available. Select appropriate month (January through December) that you want the form to cover.
   • Daily—A Date drop-down list will be available. Drop down the list, and a calendar appears; the current date is circled in red. Navigate through the calendar, and select the appropriate date you want the form to cover.
   • Date Range—Start Date and End Date drop-down lists will be available. Drop down the list, and a calendar appears; navigate through the calendar, and select the appropriate starting and ending dates for the date range you want the form to cover.
5. Select employees for W-2s
   Choose the number of employees for whom you want to print Federal Form W-2.

   Type: Choose from the following:

   • All— Select this if you want to file W-2s for all employees of the company.
   • Range —Select this if you want to specify a range of employees. From and To drop-down lists will be available; use them to specify the range of employees.
   • Equal to—Select this if you want to specify a single employee. Then use the From drop-down list to choose the appropriate one.