Create tax forms for Standard or Basic Payroll customers using Enhanced Payroll for accountants
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You want to create federal and state tax forms using your client's data files, but they subscribe to the Standard or Basic Payroll service.
You will be able to produce federal and state tax forms for clients with Basic or Standard Payroll subscriptions.
You must use the same version of the software as your client, and have an active Enhanced Accountant Payroll subscription.
DIY Online Payroll
Validate your service on a file that contains Enhanced Payroll for Accountants.
If no file has been added to the Enhanced Payroll for Accountants subscription, create a sample file with an Employer Identification Number (EIN) added to the enhanced subscription and activate payroll on it.
Open a client file that has Standard or Basic Payroll. The State form option is available in the payroll file.
Disk Delivery Service
Open the accountant company file with the active Enhanced for Accountants Disk Delivery subscription.
Choose Employees > Get Payroll Updates.
Put the latest tax table CD in your drive and click the Install Update From Disk button.
Open your client's Standard Payroll subscription file.
Check that the State forms are now available. See steps below:
- Choose Employees > Payroll Forms.
- Select State form and click OK.