Create Forms File Screen

Report Type

Use to select the type of report for which you are creating this forms file. This defaults to W2, but can be changed. Your options are as follows:

• W2: Used when creating W2 forms

• W2c: Used when creating W2c forms

• 1099: Used when creating 1099 (contractor) forms

Corporation

Use to select the corporation for which you are creating this forms file. This defaults to the home branch of the user running the process, but can be changed.

Recipient

Use to select the recipient of the forms for the reporting type selected. Your options are:

2. 1099 For Employee/Employer: Creates 1099's for contractors (IRS and contractors receive the same form)

3. 1099 For Vendor: Creates 1099's for vendors (IRS and vendors receive the same form)

4. W2 for Employee: Formats W2's or W2c's for distribution to employees

5. W2 for Government Reporting: Formats W2's or W2c's for distribution to the IRS

Sort/Break

Use to select the way in which you want the W2/1099's sorted. Your options are:

4. Employee Name: Ascending order by Employee Last Name, Employee First Name, Employee Social Security Number, and Tax Authority

5. Vendor Name (if Recipient is 1099 for Vendor): Ascending order by Vendor Name, TIN Number, and Tax Authority

6. Employee SSN: Ascending order by Social Security Number (or Contractor TIN) and Tax Authority

7. Vendor TIN (if Recipient is 1099 for Vendor): Ascending order by TIN number and Tax Authority

8. Tax Authority/Employee Name: Ascending order by Tax Authority, Employee Last Name, Employee First Name, and Employee Social Security Number

9. Tax Authority/Vendor Name (if Recipient is 1099 for Vendor): Ascending order by Tax Authority, Vendor Name, and Vendor TIN.

10. Tax Authority/SSN: Ascending order by Tax Authority and Employee Social Security Number

11. Tax Authority/TIN (if Recipient is 1099 for Vendor): Ascending order by Tax Authority and TIN number.

Pennsylvania - Report to Single Tax Collection District

If you have been filing combined monthly reports in Pennsylvania to a single Tax Collector, place a check in the Pennsylvania - Report to Single Tax Collection District checkbox. This will create a combined annual W2 report for the Tax Collector.

PA TCD Code

The PA TCD Code field is only active if you checked the Pennsylvania - Report to Single Tax Collection District checkbox. Enter the TCD code of the Tax Collector for which you have been filing monthly combined reports.

Created On

In the Created On field, use to select the From and To dates for the W-2c's. The dates are inclusive and are based on the Creation Date of the W-2c. These fields allow you to create only specific W-2c's. For example, you may have created a W-2c for an employee in March and sent it to the SSA. However, in May, you notice another change that needs to be made. When you create a forms file, you can specify that the W-2c must have been created between May 1st and May 31st. This will insure that the original W-2c does not get resent to the IRS.

NOTE: This field is only used if the Report Type is W2c.

Year

Enter the year for which you are creating this forms file

Process ID

Unique ID number for this forms file. This number used to track the file through the system and identify reports associated with it. This field is not editable.

Progress

Displays a bar showing the progress of the file creation.

Process

Click this button to create the forms file based on the criteria entered on the window.

Cancel

Closes the window without creating a forms file.

• Create Reporting Summary

• Create Submission File