Preparing tax forms

Intuit Online Payroll automatically shows you which tax forms are due in the Tax Forms Center (open the Employees menu and choose Payroll Tax Forms Centerclick the Tax Forms tab). A form appears in the Forms Due Soon table if it is within 31 days of its due date.

For example, if you have a tax form for the period ending June 30:

• End of period: June 30
• Form due date: July 31
• Form appears in Forms Due Soon table starting: July 1
• Form disappears from Forms Due Soon table on: August 1

How do I prepare a form?

1. From the Employees menu, choose Payroll Tax Forms Center. Click the Tax Forms tab.
2. In the Forms Due Soon table, choose the form.

3. Click Prepare, and follow the onscreen instructions.

   What if the form I want to prepare isn't displayed in the Forms Due Soon table? 

   

   1. From the Employees menu, choose Payroll Tax Forms Center. Click the Tax Forms tab.
   2. Under Related Activities, click Prepare any form.
   3. Choose the type and form to create and click Next.
   4. Choose a filing period and click Continue.
   5. Follow the onscreen instructions.

After you prepare a form

If you click Finished, the Payroll Forms Summary screen opens. From there, you can revise, reprint, or prepare forms.

How do I change amounts on a form?

You can't edit the form directly. If you think any information is incorrect, review the answers you gave on the Prepare Payroll Forms screen.

Also, if necessary, you can make changes to employee year-to-date information, prior liability payments, historical paychecks or payroll settings and prepare the form again.

What do I need to print Forms W-2/W-3?

The Social Security Administration (SSA) requires that you print the employee copies of Forms W-2 on blank, perforated paper. Learn more.

You can order a kit from Intuit. How do I order?

See also

When are the various forms due?

How do I prepare state payroll tax forms?

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