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Tax Forms (Add)

Creating and Editing Tax Forms #

Overview #

This knowledge base article provides instructions on how to create and edit tax forms using the ProPay payroll software. The process involves accessing the Client Functions menu and navigating through the Tax Forms options.

Creating a New Tax Form #

Steps to Add a New Tax Form: #

  1. From the Client Functions menu, select “Tax Forms”
  2. From the drop-down menu, choose “Print Tax Forms > Setup Forms > Add”
  3. Click on the “Add (Form)” option

Important Considerations: #

  • You will be prompted to COPY AN EXISTING FORM
  • If creating a form similar to an existing one, select YES to this prompt
  • Edit the new form to make necessary changes instead of creating it from scratch

Naming Convention: #

  • Give the new form a name similar to the one provided by the State or Local Tax Agency
  • Precede the name with the two-letter State abbreviation
  • Example: For California form DE6, use “CADE6”
  • Note: The program automatically adds the .TAX extension (e.g., CADE6.TAX)

Editing an Existing Tax Form #

Steps to Edit a Tax Form: #

  1. From the Client Functions menu, select “Tax Forms”
  2. From the drop-down menu, choose “Print Tax Forms > Setup Forms > Edit”
  3. Click on the “EDIT (Form)” option
  4. Select the tax form you wish to edit

Troubleshooting #

Common Issues and Solutions: #

  1. Unable to find the desired tax form:
    • Ensure you’re using the correct naming convention (State abbreviation + Form name)
    • Check if the form has been previously created
  2. Changes not saving:
    • Make sure to save your changes before exiting the form editor
    • If issues persist, try closing and reopening the ProPay software
  3. Copy function not working:
    • Verify that the form you’re trying to copy exists in the system
    • If the issue continues, try creating the form from scratch

Additional Help Resources #

For further assistance:

Feedback #

We value your input! If you have suggestions for improving this documentation or encounter any issues not addressed here, please contact our support team through the ProPay software or our website.