Select and View Payroll Tax Forms

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The Payroll Tax Form Selector window lets you print federal and state tax forms on plain paper (cannot print on dot-matrix printers). These Print-n-Sign forms will make your life easier come tax-filing time. The instructions below tell you how to select tax forms for viewing, editing, and/or printing.

To open the Selector window, do the following:

  1. On the Sage 50Reports & Forms menu, select Forms, then Tax Forms.
  2. In the Forms List, double-click Payroll Tax Forms.

Choose form and filing period

  1. Use the option buttons to select the appropriate form: Federal, State, or Existing Form.
    • If you choose Federal, the available ones appear in the Available Forms box. Select the desired form in the list. Proceed to step 2 below.
    • If you choose State, you must first use the drop-down list to select the appropriate state; the available state forms appear in the Available Forms box. Select the desired form in the list. Proceed to step 2 below.
    • If you've already worked on and saved a payroll tax form or forms, select Existing Form, and click OK.

      • The Open Report window appears. Here, you can select the report or report you want to view onscreen. Skip the remaining steps below. How do I use the Open Report window?

  2. In the Select filing period group box, use the Frequency drop-down list to choose the appropriate period covered by the filing. You have the following choices:
    • 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.
  3. If this is a W-2, choose employees covered

    If you chose Federal Form W-2, in the Select employees for W-2s group box, use the Type drop-down list to choose the number of employees you want to file for:

    • 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.
  4. Click OK to open the Form Viewer

    A special form viewer will appear displaying the chosen tax form on the computer screen. For directions on working in the viewer, use the Help menu.