W-3 or 1096:
1) Click Tax Forms from the menu bar and then select W-3 or 1096 from the Transmittal Forms section at the bottom of the list.
2) Select payer/company from the Payer/Company drop-down menu.
3) Select Filing Method from the drop-down menu in the bottom right corner of the form.
4) Click in corresponding section 6 box (Checkmark will appear in box)
For W3 form Select Corresponding State in box 15 for State ID
If State ID does not appear you will need to create/save State ID for Payer (Use link below)
NOTE: State ID box 15 on W3 Form will reflect any W2 forms created under the corresponding State ID you select in this section
What is Filing Method?
Select Paper for a total of all forms you are paper filing for the specific payer selected.
Select E-File for a total of all forms you are e-filing for the specific payer selected (reminder you do not need to e-file a 1096 or W-3 form – these forms are automatically included in the data transmittal).
Select ALL for a total of all filings (both e-file and paper) for the payer selected. This option should only be selected and used for payer records if both paper and e-filing has occurred for the same payer.
(Additional Support Articles below):